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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.

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

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
Financial Engines Advisors
Financial Engines Advisors
California
$118M
3
Ameriprise
Ameriprise
Minnesota
$169M
4
MAM
Marotta Asset Management
Virginia
$10.8M
5
AA
Apriem Advisors
California
$37.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
476
Elmwood Wealth Management
California
$2K +$50 +2 +3%
RDWM
477
Red Door Wealth Management
Tennessee
$2K +$2K +102 New
MA
478
MUFG Americas
New York
$1K – – –
MA
479
Montag & Associates
Georgia
$1K – – –
COCM
480
Charter Oak Capital Management
New Hampshire
$1K – – –
AWM
481
Atticus Wealth Management
Florida
$1K – – –
PMFA
482
Plante Moran Financial Advisors
Michigan
$1K +$1K +38 New
H
483
HoyleCohen
California
$422 -$57 -2,070 -12%
WIM
484
Westside Investment Management
California
$30 – – –
Citadel Advisors
485
Citadel Advisors
Florida
– -$23M -852,858 Closed
Bank of Montreal
486
Bank of Montreal
Ontario, Canada
– -$12.2M -450,032 Closed
PA
487
Planning Alternatives
Michigan
– -$5.23M -193,842 Closed
HC
488
Hoese & Co
Minnesota
– -$4.86M -180,016 Closed
CFD
489
Creative Financial Designs
Indiana
– -$4.04M -149,624 Closed
EE
490
EWG Elevate
California
– -$2.87M -106,342 Closed
BSAM
491
Blue Square Asset Management
New York
– -$1.65M -61,222 Closed
EH
492
Equitable Holdings
New York
– -$1.28M -47,298 Closed
CAMG
493
CWA Asset Management Group
Florida
– -$740K -27,426 Closed
UWM
494
USAdvisors Wealth Management
Minnesota
– -$710K -26,342 Closed
KAS
495
Kestra Advisory Services
Texas
– -$536K -19,888 Closed
IA
496
IFG Advisory
Georgia
– -$527K -19,560 Closed
Millennium Management
497
Millennium Management
New York
– -$509K -18,880 Closed
Susquehanna International Group
498
Susquehanna International Group
Pennsylvania
– -$505K -18,732 Closed
MWP
499
Madison Wealth Partners
Wisconsin
– -$499K -17,804 Closed
IDA
500
Intelligence Driven Advisers
California
– -$452K -16,770 Closed
18 19
20
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