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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

499 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, 219 increasing their positions, 171 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
-7
Holders Change %
-1.38%
% of All Funds
8.79%
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
219
Reduced
171
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$895M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$243M
3
RA
3
Rational Advisors
New York
$35.8M
4
OIA
4
OneDigital Investment Advisors
Kansas
$159M
5
Citadel Advisors
5
Citadel Advisors
Florida
$23M

Top Sellers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$0
2
Bank of America
2
Bank of America
North Carolina
$10.6M
3
FMP
3
Financial Management Professionals
Texas
$44K
4
HCM
4
Hengehold Capital Management
Ohio
$63.4M
5
SAF
5
Smith Anglin Financial
Texas
$319K
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
451
Valeo Financial Advisors
Indiana
$27K -$21.4K -788 -44%
ICM
452
Islay Capital Management
Texas
$27K – – –
CI
453
Cordant Inc
Oregon
$27K +$959 +36 +4%
HFS
454
Hantz Financial Services
Michigan
$24K +$24K +900 New
CHA
455
Carmichael Hill & Associates
Maryland
$22K – – –
CWC
456
Carolinas Wealth Consulting
North Carolina
$22K +$54 +2 +0.2%
RCM
457
Regency Capital Management
Hawaii
$22K +$22K +820 New
PK
458
Pflug Koory
Nebraska
$22K +$22K +830 New
KFP
459
KB Financial Partners
New Jersey
$20K +$20K +730 New
CA
460
Clearstead Advisors
Ohio
$19K – – –
HI
461
Hudock Inc
Pennsylvania
$18K +$18K +704 New
CAC
462
Certified Advisory Corp
Florida
$17K +$17K +634 New
EP
463
Eudaimonia Partners
Tennessee
$17K +$17K +638 New
BCM
464
Bourgeon Capital Management
Connecticut
$16K – – –
JHCP
465
Jackson Hole Capital Partners
Oklahoma
$16K +$16K +610 New
SWA
466
Sutton Wealth Advisors
Florida
$14.5K – – –
Fidelity Investments
467
Fidelity Investments
Massachusetts
$14K -$136K -5,164 -91%
LWM
468
Liberty Wealth Management
California
$14K – – –
PSIWM
469
Paradigm Strategies in Wealth Management
Minnesota
$14K +$14K +510 New
MCM
470
Manchester Capital Management
Vermont
$12K – – –
ACA
471
Aptus Capital Advisors
Alabama
$10K – – –
CB
472
Community Bank
New York
$10K +$10K +368 New
Rockefeller Capital Management
473
Rockefeller Capital Management
New York
$8K – – –
MAWCM
474
Mine & Arao Wealth Creation & Management
California
$8K – – –
TCM
475
Tradewinds Capital Management
Washington
$8K +$53 +2 +0.7%
17 18
19
20 21