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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

530 hedge funds and large institutions have $4.9B invested in Schwab US Aggregate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 200 increasing their positions, 172 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
530
Holders Change
+39
Holders Change %
+7.94%
% of All Funds
8.19%
Holding in Top 10
57
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+18.75%
% of All Funds
0.88%
New
93
Increased
200
Reduced
172
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$1.11B
2
HighTower Advisors
2
HighTower Advisors
Illinois
$108M
3
DWM
3
Destination Wealth Management
California
$49M
4
SFA
4
Sequoia Financial Advisors
Ohio
$47.8M
5
RA
5
Rational Advisors
New York
$155M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$71.8M
2
CW
2
Connectus Wealth
Ohio
$0
3
Jane Street
3
Jane Street
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$22.9M
5
KAS
5
Kestra Advisory Services
Texas
$1.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
401
Parkside Financial Bank & Trust
Missouri
$267K -$13.6K -504 -5%
REMPR
402
Roof Eidam Maycock Peralta (REMP)
California
$264K – – –
NGA
403
Naples Global Advisors
Florida
$259K – – –
SNBOSD
404
Security National Bank of So Dak
Iowa
$257K – – –
VA
405
Valmark Advisers
Ohio
$251K +$42.5K +1,576 +20%
AFG
406
Alterity Financial Group
Maine
$250K +$250K +9,290 New
BSW
407
Buckingham Strategic Wealth
Missouri
$246K -$28.3K -1,052 -10%
PA
408
Pinnacle Associates
New York
$245K -$8.08K -300 -3%
SWM
409
Southern Wealth Management
Texas
$244K +$1.67K +62 +0.7%
LWAC
410
Laurel Wealth Advisors (California)
California
$242K +$16.2K +600 +7%
MWM
411
Mission Wealth Management
California
$241K -$128K -4,764 -35%
LWMT
412
Legacy Wealth Management (Tennessee)
Tennessee
$241K -$46.6K -1,726 -16%
FCIM
413
Fairview Capital Investment Management
California
$241K – – –
CCA
414
Clearwater Capital Advisors
Illinois
$239K +$34K +1,262 +17%
AWM
415
Aevitas Wealth Management
Massachusetts
$234K +$1.62K +60 +0.7%
MWM
416
Meridian Wealth Management
Kentucky
$232K +$1.62K +60 +0.7%
COF
417
Capital One Financial
Virginia
$231K -$243K -9,018 -51%
OWM
418
Orgel Wealth Management
Wisconsin
$231K – – –
AIM
419
AHL Investment Management
Florida
$229K +$229K +8,500 New
LFG
420
Larson Financial Group
Missouri
$228K +$9.29K +344 +4%
DHFB
421
Dixon Hubard Feinour & Brown
Virginia
$225K +$225K +8,360 New
BJL
422
Brighton Jones LLC
Washington
$224K +$5.67K +210 +3%
IRC
423
Investors Research Corp
Georgia
$220K – – –
TPW
424
Tiller Private Wealth
Pennsylvania
$217K +$217K +8,050 New
CAG
425
Crestwood Advisors Group
Massachusetts
$216K -$14.9K -554 -6%
15 16
17
18 19