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Schwab US Aggregate Bond ETF
SCHZ

486 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, 200 increasing their positions, 173 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 173

8% more capital invested

Capital invested by funds: $4.19B → $4.51B (+$317M)

4% more funds holding in top 10

Funds holding in top 10: 50 → 52 (+2)

1.83% more ownership

Funds ownership: 98.71% → 100.54% (+1.8%)

3% less funds holding

Funds holding: 500 → 486 (-14)

15% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 47

Holders
486
Holders Change
-14
Holders Change %
-2.8%
% of All Funds
8.46%
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
200
Reduced
173
Closed
47
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$92.4M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$66.7M
3
RA
Rational Advisors
New York
+$35.6M
4
FC
Ferris Capital
Massachusetts
+$34.3M
5
Jane Street
Jane Street
New York
+$26.1M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$23M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$19.1M
3
Ameriprise
Ameriprise
Minnesota
-$17.2M
4
MAM
Marotta Asset Management
Virginia
-$16.6M
5
AA
Apriem Advisors
California
-$14.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
476
Mark Sheptoff Financial Planning
Connecticut
$2K – – –
EWM
477
Elmwood Wealth Management
California
$2K +$54 +2 +3%
RDWM
478
Red Door Wealth Management
Tennessee
$2K +$2.77K +102 New
AWM
479
Atticus Wealth Management
Florida
$1K – – –
COCM
480
Charter Oak Capital Management
New Hampshire
$1K – – –
MA
481
Montag & Associates
Georgia
$1K – – –
MA
482
MUFG Americas
New York
$1K – – –
PMFA
483
Plante Moran Financial Advisors
Michigan
$1K +$1.03K +38 New
H
484
HoyleCohen
California
$422 -$56.2K -2,070 -12%
WIM
485
Westside Investment Management
California
$30 – – –
Citadel Advisors
486
Citadel Advisors
Florida
– -$23M -852,858 Closed
Bank of Montreal
487
Bank of Montreal
Ontario, Canada
– -$12.2M -450,032 Closed
PA
488
Planning Alternatives
Michigan
– -$5.23M -193,842 Closed
HC
489
Hoese & Co
Minnesota
– -$4.86M -180,016 Closed
CFD
490
Creative Financial Designs
Indiana
– -$4.04M -149,624 Closed
EE
491
EWG Elevate
California
– -$2.87M -106,342 Closed
BSAM
492
Blue Square Asset Management
New York
– -$1.65M -61,222 Closed
EH
493
Equitable Holdings
New York
– -$1.28M -47,298 Closed
CAMG
494
CWA Asset Management Group
Florida
– -$740K -27,426 Closed
UWM
495
USAdvisors Wealth Management
Minnesota
– -$710K -26,342 Closed
KAS
496
Kestra Advisory Services
Texas
– -$536K -19,888 Closed
IA
497
IFG Advisory
Georgia
– -$527K -19,560 Closed
Millennium Management
498
Millennium Management
New York
– -$509K -18,880 Closed
Susquehanna International Group
499
Susquehanna International Group
Pennsylvania
– -$505K -18,732 Closed
MWP
500
Madison Wealth Partners
Wisconsin
– -$499K -17,804 Closed
18 19
20
21 22

SCHZ Hedge Fund Activity: Q2 2021 in Review

486 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q2 2021, worth a combined $4.51B — up 7.6% from $4.19B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of SCHZ and 40 opened new positions — a net loss of 7 holders — while 173 trimmed existing stakes and 200 added.

The largest buyer was Charles Schwab, adding an estimated $92.4M. The largest seller was Citadel Advisors, exiting entirely with an estimated $23M sold.

  • 486 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q2 2021, down from 500 in Q1 2021.
  • Funds reported $4.51B of Schwab US Aggregate Bond ETF stock for Q2 2021, up 7.6% quarter-over-quarter.
  • 40 funds opened new Schwab US Aggregate Bond ETF positions in Q2 2021 and 47 closed out, a net change of -7 holders.
  • The largest Schwab US Aggregate Bond ETF buyer in Q2 2021 was Charles Schwab, an estimated $92.4M added.
  • The largest Schwab US Aggregate Bond ETF seller in Q2 2021 was Citadel Advisors, an estimated $23M sold.

Based on aggregated 13F filings for Q2 2021.