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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.

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 Market Value Shares Shares
Change 		Shares
Change %
TCM
26
Towercrest Capital Management
Pennsylvania
$31M 575,324 +64,996 +13%
AWMG
27
Alliance Wealth Management Group
New Jersey
$31M 575,324 +64,996 +13%
CCWA
28
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$28.9M 535,090 +56,291 +12%
AA
29
Ancora Advisors
Ohio
$28.7M 531,670 +30,174 +6%
Osaic Holdings
30
Osaic Holdings
Arizona
$27.5M 510,117 +61,791 +14%
MAM
31
Marotta Asset Management
Virginia
$27.3M 505,106 +18,954 +4%
Citadel Advisors
32
Citadel Advisors
Florida
$23M 426,429 +265,195 +164%
Creative Planning
33
Creative Planning
Kansas
$22.5M 417,287 -9,935 -2%
BSB
34
Bangor Savings Bank
Maine
$20.6M 382,681 -9,507 -2%
CW
35
Connectus Wealth
Ohio
$20M 371,445 +371,445 New
TC
36
TAP Consulting
Missouri
$19.6M 363,204 +87,800 +32%
MAG
37
Mokosak Advisory Group
Iowa
$19.4M 360,159 +49,110 +16%
WANY
38
Wealthspire Advisors (New York)
New York
$19.1M 353,247 -157,603 -31%
DWM
39
Destination Wealth Management
California
$17.9M 331,315 -138,689 -30%
LIM
40
Leavell Investment Management
Alabama
$17.5M 324,285 -4,278 -1%
NRI
41
NFP Retirement Inc
California
$16.3M 301,730 +165,232 +121%
LPL Financial
42
LPL Financial
California
$16.1M 298,696 +8,475 +3%
ASI
43
Advisory Services & Investments
Oregon
$15.2M 281,625 +281,625 New
FANJ
44
Financial Architects (New Jersey)
New Jersey
$14.7M 272,677 -9,709 -3%
PAG
45
Pinnacle Advisory Group
Maryland
$14.2M 263,404 +28,887 +12%
NYLIM
46
New York Life Investment Management
New York
$14.2M 263,338 +10,911 +4%
Cerity Partners
47
Cerity Partners
New York
$14.2M 262,844 -401 -0.2%
DBRC
48
D.B. Root & Company
Pennsylvania
$14.1M 261,267 -23,529 -8%
PIMG
49
Patriot Investment Management Group
Tennessee
$13.9M 257,580 +185,049 +255%
SFMG
50
Sage Financial Management Group
Virginia
$13.8M 255,689 +23,932 +10%
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