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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 %
VC
476
Vestor Capital
Illinois
$41K – – –
DWP
477
Destiny Wealth Partners
Florida
$41K – – –
MAM
478
McCarthy Asset Management
California
$41K +$802 +30 +2%
CIR
479
Clear Investment Research
Georgia
$40K – – –
National Bank of Canada
480
National Bank of Canada
Quebec, Canada
$40K +$40K +1,466 New
LFA
481
Level Financial Advisors
New York
$40K +$40K +1,482 New
MIM
482
Macroview Investment Management
Maryland
$39K +$272 +10 +0.7%
PIP
483
Peachtree Investment Partners
Florida
$35K – – –
AWM
484
Activest Wealth Management
Florida
$35K – – –
CCA
485
Column Capital Advisors
Indiana
$32K – – –
WFS
486
Widmann Financial Services
Maryland
$31K +$31K +1,156 New
BAM
487
Bellevue Asset Management
Washington
$30K – – –
William Blair & Company
488
William Blair & Company
Illinois
$29K -$2.47K -92 -8%
MFT
489
Moisand Fitzgerald Tamayo
Florida
$28K – – –
ICM
490
Islay Capital Management
Texas
$27K – – –
CI
491
Cordant Inc
Oregon
$27K – – –
AWM
492
Abound Wealth Management
Tennessee
$25.4K +$25.4K +944 New
HFS
493
Hantz Financial Services
Michigan
$24K – – –
CWC
494
Carolinas Wealth Consulting
North Carolina
$22K +$107 +4 +0.5%
KFP
495
KB Financial Partners
New Jersey
$20K +$20K +744 New
SWA
496
Sutton Wealth Advisors
Florida
$18.4K +$4.8K +178 +35%
CIA
497
Cascade Investment Advisors
Oregon
$16.2K – – –
BCM
498
Bourgeon Capital Management
Connecticut
$16K – – –
AFG
499
Albion Financial Group
Utah
$14K – – –
CYG
500
Clean Yield Group
Vermont
$13K – – –
18 19
20
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