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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 %
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
26
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$29.6M +$5.39M +200,000 +22%
Osaic Holdings
27
Osaic Holdings
Arizona
$28.8M +$448K +16,648 +2%
CCWA
28
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$27.4M +$109K +4,062 +0.4%
KBFS
29
Kohmann Bosshard Financial Services
Ohio
$26M -$10.1M -371,664 -28%
ASI
30
Advisory Services & Investments
Oregon
$25.1M -$417K -15,458 -2%
TWP
31
Total Wealth Planning
Ohio
$24.9M -$9.81M -378,188 -28%
AA
32
Ancora Advisors
Ohio
$23.7M -$1.82M -67,482 -7%
Bank of America
33
Bank of America
North Carolina
$22.9M -$15.2M -565,676 -40%
AIMCA
34
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$21.6M – – –
NRI
35
NFP Retirement Inc
California
$21.4M +$2.42M +89,816 +13%
MAG
36
Mokosak Advisory Group
Iowa
$21.2M +$981K +36,422 +5%
Creative Planning
37
Creative Planning
Kansas
$19.7M -$994K -36,870 -5%
NFG
38
Northeast Financial Group
Pennsylvania
$18.6M +$458K +16,988 +3%
KL
39
KilterHowling LLC
Colorado
$18M +$18M +667,910 New
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$18M +$11.4M +424,312 +175%
LIM
41
Leavell Investment Management
Alabama
$16.9M +$121K +4,508 +0.7%
TC
42
TAP Consulting
Missouri
$16.5M -$540K -20,050 -3%
NYLIM
43
New York Life Investment Management
New York
$15.8M +$1.26M +46,586 +9%
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$15.2M +$4.13M +153,096 +37%
Cerity Partners
45
Cerity Partners
New York
$14.9M +$852K +31,610 +6%
LPL Financial
46
LPL Financial
California
$14.8M -$952K -35,316 -6%
MWM
47
MorganRosel Wealth Management
Colorado
$14.8M +$755K +28,028 +5%
BL
48
BFSG LLC
California
$14.7M +$72.9K +2,706 +0.5%
PIMG
49
Patriot Investment Management Group
Tennessee
$14.6M +$481K +17,854 +3%
FANJ
50
Financial Architects (New Jersey)
New Jersey
$14.5M -$448K -16,630 -3%
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