SCHZ icon

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 %
TAM
451
Townsend Asset Management
North Carolina
$106K +$541 +20 +0.5%
HWA
452
Heritage Wealth Advisors
Virginia
$105K +$26.5K +980 +34%
HS
453
Horan Securities
United States
$100K +$100K +3,696 New
Carson Wealth (CWM LLC)
454
Carson Wealth (CWM LLC)
Nebraska
$100K +$100K +3,698 New
TFS
455
TrustCore Financial Services
Tennessee
$98K – – –
AA
456
Atmos Advisory
Pennsylvania
$91K +$91K +3,360 New
MHR
457
Matthew Hamilton Rosenberg
$83K +$32.7K +1,218 +65%
SCA
458
Snowden Capital Advisors
New York
$82K +$82K +3,068 New
CA
459
Clearstead Advisors
Ohio
$75K -$4.19K -156 -5%
CHA
460
Carmichael Hill & Associates
Maryland
$71K +$44.6K +1,658 +169%
US Bancorp
461
US Bancorp
Minnesota
$68K -$43.9K -1,620 -39%
TWA
462
TCI Wealth Advisors
Arizona
$68K – – –
SAM
463
Strategic Asset Management
Minnesota
$68K – – –
TFP
464
Tilia Fiduciary Partners
North Carolina
$66K +$66K +2,440 New
CFGS
465
Concourse Financial Group Securities
Alabama
$64K – – –
PNC Financial Services Group
466
PNC Financial Services Group
Pennsylvania
$62K +$62K +2,292 New
WWM
467
Wagner Wealth Management
South Carolina
$61K -$6.43K -240 -10%
SCA
468
Stonebridge Capital Advisors
Minnesota
$60K +$434 +16 +0.7%
IHWM
469
Iron Horse Wealth Management
Iowa
$60K +$60K +2,238 New
PP
470
PrairieView Partners
Minnesota
$59K – – –
BIA
471
Bell Investment Advisors
California
$58K +$434 +16 +0.8%
CCM
472
Covington Capital Management
California
$53K – – –
KPCM
473
Kings Point Capital Management
New York
$49K +$49K +1,812 New
SIC
474
Salem Investment Counselors
North Carolina
$48K +$814 +30 +2%
PO
475
Private Ocean
California
$45K +$5.13K +192 +13%
17 18
19
20 21