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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

491 hedge funds and large institutions have $4.64B invested in Schwab US Aggregate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 196 increasing their positions, 174 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
491
Holders Change
+6
Holders Change %
+1.24%
% of All Funds
8.62%
Holding in Top 10
48
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.69%
% of All Funds
0.84%
New
42
Increased
196
Reduced
174
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
$1.05B
2
RA
Rational Advisors
New York
$124M
3
Bank of America
Bank of America
North Carolina
$38.4M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$24.4M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$282M

Top Sellers

1
FC
Ferris Capital
Massachusetts
$0
2
SFA
Sequoia Financial Advisors
Ohio
$15.5M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$6.59M
4
SFMG
Sage Financial Management Group
Virginia
$0
5
CIAS
CFS Investment Advisory Services
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
401
Modera Wealth Management
New Jersey
$210K +$210K +7,726 New
VA
402
Valmark Advisers
Ohio
$210K +$210K +7,732 New
IWM
403
IHT Wealth Management
Illinois
$209K -$236K -8,702 -53%
CCA
404
Clearwater Capital Advisors
Illinois
$207K -$55.1K -2,028 -21%
SS
405
Simplicity Solutions
Minnesota
$204K -$541 -20 -0.3%
RC
406
Rinet Company
Massachusetts
$204K +$54 +2 +0%
PCMC
407
Private Capital Management (Colorado)
Colorado
$201K +$433 +16 +0.2%
OIA
408
Optimum Investment Advisors
Illinois
$194K +$32.3K +1,188 +20%
FRA
409
Front Row Advisors
California
$158K – – –
AF
410
Allworth Financial
California
$156K +$761 +28 +0.5%
Fidelity Investments
411
Fidelity Investments
Massachusetts
$151K +$63.2K +2,332 +72%
VNA
412
Valley National Advisers
Pennsylvania
$140K -$1.58K -58 -1%
LB
413
Legacy Bridge
Iowa
$139K – – –
BCM
414
Blume Capital Management
California
$137K – – –
CWM
415
Cedar Wealth Management
California
$129K +$12.2K +450 +10%
VCM
416
Versant Capital Management
Arizona
$128K -$13.3K -490 -9%
BC
417
Burleson & Co
California
$127K -$15K -552 -11%
WOSD
418
WFA of San Diego
California
$120K +$120K +4,432 New
CAAS
419
Capital Asset Advisory Services
Michigan
$119K – – –
US Bancorp
420
US Bancorp
Minnesota
$112K +$14.6K +540 +15%
BAM
421
Belpointe Asset Management
Nevada
$112K +$112K +4,122 New
GIP
422
Granite Investment Partners
California
$111K – – –
BW
423
Bison Wealth
Georgia
$108K – – –
RPCA
424
Running Point Capital Advisors
California
$108K – – –
TAM
425
Townsend Asset Management
North Carolina
$106K +$381 +14 +0.4%
15 16
17
18 19