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Schwab US Aggregate Bond ETF
SCHZ

531 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, 173 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 45

19% more funds holding in top 10

Funds holding in top 10: 48 → 57 (+9)

16% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 173

8% more funds holding

Funds holding: 492 → 531 (+39)

7.93% more ownership

Funds ownership: 100.31% → 108.24% (+7.9%)

5% more capital invested

Capital invested by funds: $4.64B → $4.9B (+$253M)

Holders
531
Holders Change
+39
Holders Change %
+7.93%
% of All Funds
8.17%
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
173
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$60.3M
2
HighTower Advisors
HighTower Advisors
Illinois
+$46.1M
3
DWM
Destination Wealth Management
California
+$32.8M
4
SFA
Sequoia Financial Advisors
Ohio
+$32.4M
5
RA
Rational Advisors
New York
+$31.9M

Top Sellers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$34.7M
2
CW
Connectus Wealth
Ohio
-$21.4M
3
Jane Street
Jane Street
New York
-$17.6M
4
Bank of America
Bank of America
North Carolina
-$15.3M
5
KAS
Kestra Advisory Services
Texas
-$14.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
CYG
501
Clean Yield Group
Vermont
$13K – – –
Citigroup
502
Citigroup
New York
$13K +$10.2K +378 +386%
GI
503
Gradient Investments
Minnesota
$12K -$14.4K -534 -55%
AP
504
Arlington Partners
Alabama
$12K +$12.3K +456 New
FMP
505
Financial Management Professionals
Texas
$11K – – –
ACA
506
Aptus Capital Advisors
Alabama
$10K -$1.62K -60 -14%
MAWCM
507
Mine & Arao Wealth Creation & Management
California
$8K – – –
Rockefeller Capital Management
508
Rockefeller Capital Management
New York
$8K – – –
PFGIA
509
Patriot Financial Group Insurance Agency
Massachusetts
$7K +$108 +4 +2%
CB
510
CNB Bank
Pennsylvania
$6K +$5.73K +212 New
PP
511
Pacifica Partners
Canada
$6K +$5.79K +214 New
CFA
512
Carroll Financial Associates
North Carolina
$5K – – –
HCM
513
Horrell Capital Management
Arkansas
$5K – – –
JHCP
514
Jackson Hole Capital Partners
Oklahoma
$5K – – –
AIA
515
Armor Investment Advisors
North Carolina
$5K +$5.41K +200 New
EFSCE
516
Enterprise Financial Services Corp (EFSC)
Missouri
$4K -$306K -11,304 -99%
FCA
517
FinTrust Capital Advisors
South Carolina
$4K – – –
CA
518
CoreCap Advisors
Michigan
$4K +$4K +148 New
RA
519
Resolute Advisors
California
$3K – – –
SWM
520
Selective Wealth Management
Virginia
$3K – – –
AIP
521
Ahrens Investment Partners
Louisiana
$3K +$3.19K +118 New
MSFP
522
Mark Sheptoff Financial Planning
Connecticut
$2K – – –
EWM
523
Elmwood Wealth Management
California
$2K +$2.16K +80 New
COCM
524
Charter Oak Capital Management
New Hampshire
$1K – – –
MA
525
Montag & Associates
Georgia
$1K – – –
19 20
21
22 23

SCHZ Hedge Fund Activity: Q4 2021 in Review

531 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q4 2021, worth a combined $4.9B — up 5.5% from $4.64B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new SCHZ positions and 45 closed out — a net gain of 48 holders — while 200 added to existing stakes and 173 trimmed.

The largest buyer was Charles Schwab, adding an estimated $60.3M. The largest seller was Mercer Global Advisors, cutting an estimated $34.7M.

  • 531 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q4 2021, up from 492 in Q3 2021.
  • Funds reported $4.9B of Schwab US Aggregate Bond ETF stock for Q4 2021, up 5.5% quarter-over-quarter.
  • 93 funds opened new Schwab US Aggregate Bond ETF positions in Q4 2021 and 45 closed out, a net change of +48 holders.
  • The largest Schwab US Aggregate Bond ETF buyer in Q4 2021 was Charles Schwab, an estimated $60.3M added.
  • The largest Schwab US Aggregate Bond ETF seller in Q4 2021 was Mercer Global Advisors, an estimated $34.7M sold.

Based on aggregated 13F filings for Q4 2021.