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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 %
AIP
501
Almanack Investment Partners
Pennsylvania
– -$382K -14,152 Closed
GCA
502
Genesee Capital Advisors
New York
– -$379K -14,062 Closed
TPA
503
Trivium Point Advisory
Connecticut
– -$366K -13,576 Closed
RWA
504
RGT Wealth Advisors
Texas
– -$297K -11,004 Closed
APW
505
Aurora Private Wealth
New Jersey
– -$293K -10,856 Closed
CFA
506
Cahill Financial Advisors
Minnesota
– -$266K -9,862 Closed
ATC
507
Argent Trust Co
Tennessee
– -$264K -9,804 Closed
RCC
508
Red Cedar Capital
Nebraska
– -$251K -9,270 Closed
BIM
509
Baldwin Investment Management
Pennsylvania
– -$229K -8,480 Closed
SNBOSD
510
Security National Bank of So Dak
Iowa
– -$223K -8,252 Closed
TLFA
511
True Link Financial Advisors
California
– -$215K -7,960 Closed
DW
512
Domani Wealth
Pennsylvania
– -$210K -7,788 Closed
JWS
513
Juncture Wealth Strategies
Arizona
– -$203K -7,522 Closed
HFA
514
Hoover Financial Advisors
Pennsylvania
– -$144K -5,332 Closed
BAM
515
Belpointe Asset Management
Nevada
– -$121K -4,488 Closed
HI
516
Human Investing
Oregon
– -$105K -3,894 Closed
PCIA
517
Prime Capital Investment Advisors
Kansas
– -$81K -2,996 Closed
CAL
518
Capital Analysts LLC
Pennsylvania
– -$75K -2,770 Closed
DWP
519
Destiny Wealth Partners
Florida
– -$41K -1,532 Closed
VFA
520
Valeo Financial Advisors
Indiana
– -$27K -996 Closed
RCM
521
Regency Capital Management
Hawaii
– -$22K -820 Closed
HI
522
Hudock Inc
Pennsylvania
– -$18K -704 Closed
EP
523
Eudaimonia Partners
Tennessee
– -$17K -638 Closed
CAC
524
Certified Advisory Corp
Florida
– -$17K -634 Closed
PSIWM
525
Paradigm Strategies in Wealth Management
Minnesota
– -$14K -510 Closed
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