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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

485 hedge funds and large institutions have $4.51B invested in Schwab US Aggregate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 199 increasing their positions, 173 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
485
Holders Change
-14
Holders Change %
-2.81%
% of All Funds
8.47%
Holding in Top 10
52
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4%
% of All Funds
0.91%
New
40
Increased
199
Reduced
173
Closed
47
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
$999M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$110M
3
RA
Rational Advisors
New York
$72M
4
FC
Ferris Capital
Massachusetts
$34.5M
5
Jane Street
Jane Street
New York
$26.2M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
Financial Engines Advisors
Financial Engines Advisors
California
$118M
3
Ameriprise
Ameriprise
Minnesota
$169M
4
MAM
Marotta Asset Management
Virginia
$10.8M
5
AA
Apriem Advisors
California
$37.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
426
Concourse Financial Group Securities
Alabama
$65K – – –
PP
427
PrairieView Partners
Minnesota
$60K – – –
CCM
428
Covington Capital Management
California
$54K – – –
MHR
429
Matthew Hamilton Rosenberg
$51K – – –
SIC
430
Salem Investment Counselors
North Carolina
$47K +$43.5K +1,584 +1,238%
VC
431
Vestor Capital
Illinois
$41K – – –
CIR
432
Clear Investment Research
Georgia
$41K – – –
PO
433
Private Ocean
California
$41K +$221 +8 +0.5%
MIM
434
Macroview Investment Management
Maryland
$39K +$220 +8 +0.6%
MFT
435
Moisand Fitzgerald Tamayo
Florida
$37K – – –
AWM
436
Activest Wealth Management
Florida
$36K – – –
PIP
437
Peachtree Investment Partners
Florida
$35K – – –
CCA
438
Column Capital Advisors
Indiana
$33K +$3.3K +120 +11%
MAM
439
McCarthy Asset Management
California
$31K +$215 +8 +0.7%
BAM
440
Bellevue Asset Management
Washington
$30K – – –
ICM
441
Islay Capital Management
Texas
$28K – – –
CI
442
Cordant Inc
Oregon
$28K +$55 +2 +0.2%
TCWA
443
Ten Capital Wealth Advisors
Washington
$26K -$51.7K -1,882 -67%
HR
444
Howe & Rusling
New York
$26K +$26K +944 New
HFS
445
Hantz Financial Services
Michigan
$25K – – –
PK
446
Pflug Koory
Nebraska
$23K – – –
CHA
447
Carmichael Hill & Associates
Maryland
$22K – – –
CWC
448
Carolinas Wealth Consulting
North Carolina
$22K +$108 +4 +0.5%
CA
449
Clearstead Advisors
Ohio
$20K – – –
KFP
450
KB Financial Partners
New Jersey
$20K +$109 +4 +0.5%
16 17
18
19 20