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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

491 hedge funds and large institutions have $4.64B invested in Schwab US Aggregate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 196 increasing their positions, 174 reducing their positions, and 31 closing their positions.

Holders
491
Holders Change
+6
Holders Change %
+1.24%
% of All Funds
8.62%
Holding in Top 10
48
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.69%
% of All Funds
0.84%
New
42
Increased
196
Reduced
174
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$1.05B
2
RA
2
Rational Advisors
New York
$124M
3
Bank of America
3
Bank of America
North Carolina
$38.4M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$24.4M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$282M

Top Sellers

1
FC
1
Ferris Capital
Massachusetts
$0
2
SFA
2
Sequoia Financial Advisors
Ohio
$15.5M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$6.59M
4
SFMG
4
Sage Financial Management Group
Virginia
$0
5
CIAS
5
CFS Investment Advisory Services
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OPA
501
Old Port Advisors
Maine
– -$289K -10,564 Closed
UFA
502
US Financial Advisors
Massachusetts
– -$280K -10,256 Closed
MPW
503
MA Private Wealth
California
– -$268K -9,822 Closed
SNBOSCI
504
Security National Bank of Sioux City Iowa
Iowa
– -$260K -9,538 Closed
SAF
505
Smith Anglin Financial
Texas
– -$237K -8,666 Closed
NL
506
NWAM LLC
Washington
– -$225K -8,240 Closed
LSAG
507
Lake Street Advisors Group
New Hampshire
– -$210K -7,690 Closed
CMO
508
Covenant Multifamily Offices
Texas
– -$209K -7,642 Closed
WCFA
509
Walkner Condon Financial Advisors
Wisconsin
– -$205K -7,564 Closed
TC
510
Truvestments Capital
Florida
– -$197K -7,214 Closed
AWG
511
Altus Wealth Group
Colorado
– -$78K -2,866 Closed
PNC Financial Services Group
512
PNC Financial Services Group
Pennsylvania
– -$74K -2,706 Closed
CCP
513
Clarkston Capital Partners
Michigan
– -$73K -2,686 Closed
HR
514
Howe & Rusling
New York
– -$26K -944 Closed
PK
515
Pflug Koory
Nebraska
– -$23K -830 Closed
KFP
516
KB Financial Partners
New Jersey
– -$20K -734 Closed
TCM
517
Tradewinds Capital Management
Washington
– -$8K -300 Closed
SC
518
Steph & Co
Wisconsin
– -$6K -220 Closed
LSA
519
Lion Street Advisors
Texas
– -$5.46K -200 Closed
RDWM
520
Red Door Wealth Management
Tennessee
– -$2K -102 Closed
GM
521
GeoWealth Management
Illinois
– -$3K -102 Closed
17 18 19 20
21