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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
AF
451
Allworth Financial
California
$28K – – –
VFA
452
Valeo Financial Advisors
Indiana
$27K -$21.6K -788 -44%
ICM
453
Islay Capital Management
Texas
$27K – – –
CI
454
Cordant Inc
Oregon
$27K +$988 +36 +4%
HFS
455
Hantz Financial Services
Michigan
$24K +$24.7K +900 New
CHA
456
Carmichael Hill & Associates
Maryland
$22K – – –
CWC
457
Carolinas Wealth Consulting
North Carolina
$22K +$55 +2 +0.2%
RCM
458
Regency Capital Management
Hawaii
$22K +$22.5K +820 New
PK
459
Pflug Koory
Nebraska
$22K +$22.8K +830 New
KFP
460
KB Financial Partners
New Jersey
$20K +$20K +730 New
CA
461
Clearstead Advisors
Ohio
$19K – – –
HI
462
Hudock Inc
Pennsylvania
$18K +$19.3K +704 New
CAC
463
Certified Advisory Corp
Florida
$17K +$17.4K +634 New
EP
464
Eudaimonia Partners
Tennessee
$17K +$17.5K +638 New
BCM
465
Bourgeon Capital Management
Connecticut
$16K – – –
JHCP
466
Jackson Hole Capital Partners
Oklahoma
$16K +$16.7K +610 New
SWA
467
Sutton Wealth Advisors
Florida
$14.5K – – –
Fidelity Investments
468
Fidelity Investments
Massachusetts
$14K -$142K -5,164 -91%
LWM
469
Liberty Wealth Management
California
$14K – – –
PSIWM
470
Paradigm Strategies in Wealth Management
Minnesota
$14K +$14K +510 New
MCM
471
Manchester Capital Management
Vermont
$12K – – –
ACA
472
Aptus Capital Advisors
Alabama
$10K – – –
CB
473
Community Bank
New York
$10K +$10.1K +368 New
MAWCM
474
Mine & Arao Wealth Creation & Management
California
$8K – – –
Rockefeller Capital Management
475
Rockefeller Capital Management
New York
$8K – – –
17 18
19
20 21

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.