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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

491 hedge funds and large institutions have $4.64B invested in Schwab US Aggregate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 196 increasing their positions, 174 reducing their positions, and 31 closing their positions.

Holders
491
Holders Change
+6
Holders Change %
+1.24%
% of All Funds
8.62%
Holding in Top 10
48
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.69%
% of All Funds
0.84%
New
42
Increased
196
Reduced
174
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$1.05B
2
RA
2
Rational Advisors
New York
$124M
3
Bank of America
3
Bank of America
North Carolina
$38.4M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$24.4M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$282M

Top Sellers

1
FC
1
Ferris Capital
Massachusetts
$0
2
SFA
2
Sequoia Financial Advisors
Ohio
$15.5M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$6.59M
4
SFMG
4
Sage Financial Management Group
Virginia
$0
5
CIAS
5
CFS Investment Advisory Services
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
26
Towercrest Capital Management
Pennsylvania
$33.3M +$1.33M +49,196 +4%
Osaic Holdings
27
Osaic Holdings
Arizona
$28.6M -$399K -14,686 -1%
CCWA
28
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$27.5M +$484K +17,844 +2%
ASI
29
Advisory Services & Investments
Oregon
$25.7M +$2.63M +96,802 +11%
AA
30
Ancora Advisors
Ohio
$25.7M -$3.74M -137,886 -13%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
31
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$24.4M +$24.4M +900,000 New
AIMCA
32
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$21.7M +$10.9M +400,000 +100%
CW
33
Connectus Wealth
Ohio
$21.4M +$90.3K +3,328 +0.4%
Creative Planning
34
Creative Planning
Kansas
$20.8M +$1.2M +44,316 +6%
MAG
35
Mokosak Advisory Group
Iowa
$20.4M +$57K +2,102 +0.3%
NRI
36
NFP Retirement Inc
California
$19.1M -$241K -8,872 -1%
NFG
37
Northeast Financial Group
Pennsylvania
$18.2M +$5.43M +200,262 +42%
Jane Street
38
Jane Street
New York
$17.6M -$8.45M -311,514 -32%
DBRC
39
D.B. Root & Company
Pennsylvania
$17.6M +$3.25M +119,922 +23%
TC
40
TAP Consulting
Missouri
$17.2M +$877K +32,312 +5%
LIM
41
Leavell Investment Management
Alabama
$16.9M -$660K -24,310 -4%
DWM
42
Destination Wealth Management
California
$16.4M -$451K -16,608 -3%
LPL Financial
43
LPL Financial
California
$15.9M -$993K -36,608 -6%
KAS
44
Kestra Advisory Services
Texas
$15.6M +$15.6M +573,954 New
SFA
45
Sequoia Financial Advisors
Ohio
$15.5M -$32.9M -1,213,408 -68%
FANJ
46
Financial Architects (New Jersey)
New Jersey
$15.1M +$219K +8,072 +1%
BSB
47
Bangor Savings Bank
Maine
$15M -$513K -18,892 -3%
BL
48
BFSG LLC
California
$14.8M +$487K +17,936 +3%
NYLIM
49
New York Life Investment Management
New York
$14.6M +$1.5M +55,346 +11%
PIMG
50
Patriot Investment Management Group
Tennessee
$14.3M +$55.8K +2,056 +0.4%
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