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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 %
FM
426
Foster & Motley
Ohio
$216K -$6.3K -234 -3%
BIA
427
Barry Investment Advisors
Massachusetts
$215K +$755 +28 +0.4%
CWM
428
Cedar Wealth Management
California
$215K +$87.1K +3,236 +68%
AWM
429
AE Wealth Management
Kansas
$215K +$215K +7,996 New
AL
430
ACAS LLC
California
$212K -$148K -5,506 -41%
RJA
431
Raymond James & Associates
Florida
$210K -$31.2K -1,162 -13%
RIA
432
Regal Investment Advisors
Michigan
$210K +$210K +7,796 New
DAS
433
Dynamic Advisor Solutions
Arizona
$208K -$63.7K -2,366 -23%
OIA
434
Optimum Investment Advisors
Illinois
$203K +$10.8K +400 +6%
OAJ
435
Ogorek Anthony Joseph
New York
$194K -$85.9K -3,192 -31%
AF
436
Allworth Financial
California
$165K +$10K +372 +6%
FFWM
437
Future Financial Wealth Management
Ohio
$163K +$163K +6,076 New
GWS
438
Glassman Wealth Services
Virginia
$162K +$160K +5,950 +10,259%
FRA
439
Front Row Advisors
California
$157K +$54 +2 +0%
TIM
440
Tevis Investment Management
Texas
$152K +$152K +5,572 New
PCA
441
Providence Capital Advisors
North Carolina
$144K -$121K -4,494 -46%
VNA
442
Valley National Advisers
Pennsylvania
$139K – – –
LB
443
Legacy Bridge
Iowa
$138K – – –
VCM
444
Versant Capital Management
Arizona
$128K +$917 +34 +0.7%
BC
445
Burleson & Co
California
$126K – – –
WOSD
446
WFA of San Diego
California
$120K +$324 +12 +0.3%
BCM
447
Blume Capital Management
California
$119K -$16.2K -604 -12%
GIP
448
Granite Investment Partners
California
$111K – – –
Fidelity Investments
449
Fidelity Investments
Massachusetts
$107K -$42.3K -1,578 -28%
BAM
450
Belpointe Asset Management
Nevada
$106K -$5.07K -188 -5%
16 17
18
19 20