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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 %
TFS
426
TrustCore Financial Services
Tennessee
$99K -$3.76K -138 -4%
CA
427
Clearstead Advisors
Ohio
$80K +$60.5K +2,228 +309%
FHA
428
First Horizon Advisors
Tennessee
$79K – – –
HWA
429
Heritage Wealth Advisors
Virginia
$78.7K – – –
WWM
430
Wagner Wealth Management
South Carolina
$68K -$21.1K -782 -24%
TWA
431
TCI Wealth Advisors
Arizona
$68K – – –
SAM
432
Strategic Asset Management
Minnesota
$68K +$68K +2,506 New
CFGS
433
Concourse Financial Group Securities
Alabama
$64K – – –
PWMG
434
Prestige Wealth Management Group
New Jersey
$61K -$146K -5,426 -71%
SCA
435
Stonebridge Capital Advisors
Minnesota
$60K -$59K -2,160 -50%
PP
436
PrairieView Partners
Minnesota
$59K – – –
BIA
437
Bell Investment Advisors
California
$58K +$58K +2,120 New
CCM
438
Covington Capital Management
California
$53K – – –
MHR
439
Matthew Hamilton Rosenberg
$51K – – –
SIC
440
Salem Investment Counselors
North Carolina
$47K +$703 +26 +2%
DWP
441
Destiny Wealth Partners
Florida
$42K +$42K +1,532 New
CIR
442
Clear Investment Research
Georgia
$41K – – –
VC
443
Vestor Capital
Illinois
$41K – – –
MAM
444
McCarthy Asset Management
California
$41K +$9.6K +352 +31%
PO
445
Private Ocean
California
$40K +$214 +8 +0.5%
MIM
446
Macroview Investment Management
Maryland
$39K +$219 +8 +0.6%
PIP
447
Peachtree Investment Partners
Florida
$35K – – –
AWM
448
Activest Wealth Management
Florida
$35K – – –
CCA
449
Column Capital Advisors
Indiana
$33K – – –
William Blair & Company
450
William Blair & Company
Illinois
$32K +$32K +1,174 New
16 17
18
19 20