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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.

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
1
Charles Schwab
California
$895M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$243M
3
CW
3
Connectus Wealth
Ohio
$20M
4
RA
4
Rational Advisors
New York
$35.8M
5
OIA
5
OneDigital Investment Advisors
Kansas
$159M

Top Sellers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$0
2
Bank of America
2
Bank of America
North Carolina
$10.6M
3
FMP
3
Financial Management Professionals
Texas
$44K
4
HCM
4
Hengehold Capital Management
Ohio
$63.4M
5
SAF
5
Smith Anglin Financial
Texas
$319K
Name Market Value Shares Shares
Change 		Shares
Change %
AIC
526
Ameritas Investment Company
Nebraska
– – -5,066 Closed
RWM
527
RBA Wealth Management
California
– – -4,771 Closed
RJA
528
Raymond James & Associates
Florida
– – -4,318 Closed
CA
529
Cambridge Advisors
Nebraska
– – -4,235 Closed
XF
530
XML Financial
Maryland
– – -4,221 Closed
SIS
531
SVB Investment Services
Utah
– – -4,169 Closed
PCMC
532
Private Capital Management (Colorado)
Colorado
– – -4,136 Closed
Stifel Financial
533
Stifel Financial
Missouri
– – -3,951 Closed
OCG
534
Opus Capital Group
Ohio
– – -3,602 Closed
AC
535
Alexandria Capital
Virginia
– – -3,575 Closed
SIM
536
Sonora Investment Management
Arizona
– – -1,225 Closed
SIAG
537
Signet Investment Advisory Group
Rhode Island
– – -534 Closed
FPB
538
First PREMIER Bank
South Dakota
– – -380 Closed
CAM
539
Costello Asset Management
Pennsylvania
– – -357 Closed
CIA
540
Cascade Investment Advisors
Oregon
– – -300 Closed
SQA
541
Simon Quick Advisors
New Jersey
– – -125 Closed
IA
542
IFS Advisors
Kansas
– – -94 Closed
PS
543
Planned Solutions
California
– – -41 Closed
GI
544
Gradient Investments
Minnesota
– – -39 Closed
GSAM
545
Grant Street Asset Management
Pennsylvania
– – -9 Closed
RDFA
546
Ritter Daniher Financial Advisory
Ohio
$0 8 – –
CIAS
547
CBIZ Investment Advisory Services
Ohio
– – – –
18 19 20 21
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