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Schwab US Aggregate Bond ETF
SCHZ

500 hedge funds and large institutions have $4.19B invested in Schwab US Aggregate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 220 increasing their positions, 171 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 171

0.46% less ownership

Funds ownership: 99.17% → 98.71% (-0.46%)

2% less capital invested

Capital invested by funds: $4.3B → $4.19B (-$102M)

4% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 46

1% less funds holding

Funds holding: 507 → 500 (-7)

7% less funds holding in top 10

Funds holding in top 10: 54 → 50 (-4)

Holders
500
Holders Change
-7
Holders Change %
-1.38%
% of All Funds
8.78%
Holding in Top 10
50
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.41%
% of All Funds
0.88%
New
44
Increased
220
Reduced
171
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$136M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$31.1M
3
RA
Rational Advisors
New York
+$18.4M
4
OIA
OneDigital Investment Advisors
Kansas
+$15.9M
5
Citadel Advisors
Citadel Advisors
Florida
+$14.6M

Top Sellers

Rank Fund Capital Flow
1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$49.9M
2
Bank of America
Bank of America
North Carolina
-$40.6M
3
FMP
Financial Management Professionals
Texas
-$24.5M
4
HCM
Hengehold Capital Management
Ohio
-$16.3M
5
SAF
Smith Anglin Financial
Texas
-$15.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
426
Heritage Wealth Advisors
Virginia
$78.3K -$32.8K -1,194 -29%
AWG
427
Altus Wealth Group
Colorado
$78K – – –
FHA
428
First Horizon Advisors
Tennessee
$78K – – –
TCWA
429
Ten Capital Wealth Advisors
Washington
$76K +$13.6K +494 +21%
CAL
430
Capital Analysts LLC
Pennsylvania
$75K -$31.8K -1,158 -29%
CCP
431
Clarkston Capital Partners
Michigan
$72K +$73.7K +2,686 New
TWA
432
TCI Wealth Advisors
Arizona
$66K – – –
CFGS
433
Concourse Financial Group Securities
Alabama
$64K – – –
PP
434
PrairieView Partners
Minnesota
$59K -$1.48K -54 -2%
SCA
435
Stonebridge Capital Advisors
Minnesota
$59K +$59.6K +2,172 New
CCM
436
Covington Capital Management
California
$53K – – –
MHR
437
Matthew Hamilton Rosenberg
$50K – – –
FMP
438
Financial Management Professionals
Texas
$44K -$24.5M -893,654 -100%
DWP
439
Destiny Wealth Partners
Florida
$41K -$37.8K -1,376 -47%
VC
440
Vestor Capital
Illinois
$41K – – –
CIR
441
Clear Investment Research
Georgia
$40K – – –
PO
442
Private Ocean
California
$40K +$165 +6 +0.4%
MIM
443
Macroview Investment Management
Maryland
$38K +$165 +6 +0.4%
MFT
444
Moisand Fitzgerald Tamayo
Florida
$36K – – –
PIP
445
Peachtree Investment Partners
Florida
$35K – – –
AWM
446
Activest Wealth Management
Florida
$35K +$35.7K +1,302 New
MAM
447
McCarthy Asset Management
California
$31K -$1.87K -68 -6%
BAM
448
Bellevue Asset Management
Washington
$30K – – –
CWM
449
Cedar Wealth Management
California
$30K +$18.8K +684 +153%
CCA
450
Column Capital Advisors
Indiana
$29K – – –
16 17
18
19 20

SCHZ Hedge Fund Activity: Q1 2021 in Review

500 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q1 2021, worth a combined $4.19B — down 2.4% from $4.3B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of SCHZ and 44 opened new positions — a net loss of 2 holders — while 171 trimmed existing stakes and 220 added.

The largest buyer was Charles Schwab, adding an estimated $136M. The largest seller was Qube Research & Technologies (QRT), exiting entirely with an estimated $49.9M sold.

  • 500 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q1 2021, down from 507 in Q4 2020.
  • Funds reported $4.19B of Schwab US Aggregate Bond ETF stock for Q1 2021, down 2.4% quarter-over-quarter.
  • 44 funds opened new Schwab US Aggregate Bond ETF positions in Q1 2021 and 46 closed out, a net change of -2 holders.
  • The largest Schwab US Aggregate Bond ETF buyer in Q1 2021 was Charles Schwab, an estimated $136M added.
  • The largest Schwab US Aggregate Bond ETF seller in Q1 2021 was Qube Research & Technologies (QRT), an estimated $49.9M sold.

Based on aggregated 13F filings for Q1 2021.