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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

485 hedge funds and large institutions have $4.51B invested in Schwab US Aggregate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 199 increasing their positions, 173 reducing their positions, and 47 closing their positions.

Holders
485
Holders Change
-14
Holders Change %
-2.81%
% of All Funds
8.47%
Holding in Top 10
52
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4%
% of All Funds
0.91%
New
40
Increased
199
Reduced
173
Closed
47
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$999M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$110M
3
RA
3
Rational Advisors
New York
$72M
4
FC
4
Ferris Capital
Massachusetts
$34.5M
5
Jane Street
5
Jane Street
New York
$26.2M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$118M
3
Ameriprise
3
Ameriprise
Minnesota
$169M
4
MAM
4
Marotta Asset Management
Virginia
$10.8M
5
AA
5
Apriem Advisors
California
$37.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWMG
26
Alliance Wealth Management Group
New Jersey
$32.1M +$732K +26,808 +2%
TCM
27
Towercrest Capital Management
Pennsylvania
$32.1M +$732K +26,808 +2%
AA
28
Ancora Advisors
Ohio
$29.6M +$574K +21,036 +2%
Osaic Holdings
29
Osaic Holdings
Arizona
$29.1M +$1.31M +48,102 +5%
CCWA
30
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$27.1M -$2.07M -75,986 -7%
Jane Street
31
Jane Street
New York
$26.2M +$26.2M +960,648 New
ASI
32
Advisory Services & Investments
Oregon
$23.3M +$7.88M +288,492 +51%
BNP Paribas Financial Markets
33
BNP Paribas Financial Markets
France
$21.7M +$15.9M +584,124 +277%
CW
34
Connectus Wealth
Ohio
$21.5M +$1.19M +43,706 +6%
MAG
35
Mokosak Advisory Group
Iowa
$20.5M +$794K +29,066 +4%
Creative Planning
36
Creative Planning
Kansas
$19.7M -$3.04M -111,514 -13%
NRI
37
NFP Retirement Inc
California
$19.5M +$3.03M +111,044 +18%
LIM
38
Leavell Investment Management
Alabama
$17.5M – – –
LPL Financial
39
LPL Financial
California
$17M +$690K +25,266 +4%
DWM
40
Destination Wealth Management
California
$17M -$1.13M -41,226 -6%
TC
41
TAP Consulting
Missouri
$16.4M -$3.42M -125,116 -17%
BSB
42
Bangor Savings Bank
Maine
$15.6M -$5.3M -194,062 -25%
FANJ
43
Financial Architects (New Jersey)
New Jersey
$15M +$69.9K +2,560 +0.5%
SFMG
44
Sage Financial Management Group
Virginia
$14.5M +$574K +21,012 +4%
CIAS
45
CFS Investment Advisory Services
New Jersey
$14.5M +$14.5M +532,390 New
DBRC
46
D.B. Root & Company
Pennsylvania
$14.4M +$151K +5,544 +1%
BL
47
BFSG LLC
California
$14.4M +$1.36M +49,890 +10%
Cerity Partners
48
Cerity Partners
New York
$14.3M -$29.7K -1,088 -0.2%
RPGK
49
Retirement Planning Group (Kansas)
Kansas
$14.3M +$686K +25,122 +5%
PIMG
50
Patriot Investment Management Group
Tennessee
$14.3M +$220K +8,052 +2%
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