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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

499 hedge funds and large institutions have $4.19B invested in Schwab US Aggregate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 219 increasing their positions, 171 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
-7
Holders Change %
-1.38%
% of All Funds
8.79%
Holding in Top 10
50
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.41%
% of All Funds
0.88%
New
44
Increased
219
Reduced
171
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
$895M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$243M
3
RA
Rational Advisors
New York
$35.8M
4
OIA
OneDigital Investment Advisors
Kansas
$159M
5
Citadel Advisors
Citadel Advisors
Florida
$23M

Top Sellers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
2
Bank of America
Bank of America
North Carolina
$10.6M
3
FMP
Financial Management Professionals
Texas
$44K
4
HCM
Hengehold Capital Management
Ohio
$63.4M
5
SAF
Smith Anglin Financial
Texas
$319K
Name Holding Trade Value Shares
Change 		Shares
Change %
OFG
501
OTA Financial Group
New York
– -$11.9M -424,558 Closed
BFG
502
Berger Financial Group
Minnesota
– -$8.73M -311,758 Closed
Jane Street
503
Jane Street
New York
– -$6.91M -246,714 Closed
FTUS
504
Flow Traders U.S.
New York
– -$5.12M -182,872 Closed
LWM
505
Laidlaw Wealth Management
New York
– -$4.1M -146,232 Closed
CCM
506
Crabel Capital Management
California
– -$3.89M -138,834 Closed
HIC
507
Holderness Investments Company
North Carolina
– -$3.79M -135,140 Closed
TNA
508
True North Advisors
Texas
– -$3.62M -129,286 Closed
OMC
509
Old Mission Capital
Illinois
– -$3.23M -115,274 Closed
SP
510
SWS Partners
Ohio
– -$1.92M -68,530 Closed
PFM
511
Phillips Financial Management
Indiana
– -$1.91M -68,222 Closed
Goldman Sachs
512
Goldman Sachs
New York
– -$1.43M -51,022 Closed
FI
513
FormulaFolio Investments
Michigan
– -$1.2M -42,686 Closed
PG
514
Prostatis Group
Maryland
– -$634K -22,648 Closed
Kovitz Investment Group Partners
515
Kovitz Investment Group Partners
Illinois
– -$611K -21,800 Closed
GI
516
GS Investments
Minnesota
– -$534K -19,056 Closed
GMA
517
Goldstein Munger & Associates
California
– -$414K -14,772 Closed
MFW
518
Mosaic Family Wealth
Missouri
– -$367K -13,104 Closed
SCM
519
Stordahl Capital Management
Colorado
– -$362K -12,908 Closed
RSWM
520
Robertson Stephens Wealth Management
California
– -$353K -12,614 Closed
M&T Bank
521
M&T Bank
New York
– -$351K -12,526 Closed
SWP
522
Stratos Wealth Partners
Ohio
– -$328K -11,704 Closed
TSS
523
Two Sigma Securities
New York
– -$326K -11,638 Closed
PCA
524
Personal Capital Advisors
California
– -$324K -11,566 Closed
BSW
525
Buckingham Strategic Wealth
Missouri
– -$312K -11,152 Closed
18 19 20
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