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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

530 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, 172 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
530
Holders Change
+39
Holders Change %
+7.94%
% of All Funds
8.19%
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
172
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$1.11B
2
HighTower Advisors
2
HighTower Advisors
Illinois
$108M
3
DWM
3
Destination Wealth Management
California
$49M
4
SFA
4
Sequoia Financial Advisors
Ohio
$47.8M
5
RA
5
Rational Advisors
New York
$155M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$71.8M
2
CW
2
Connectus Wealth
Ohio
$0
3
Jane Street
3
Jane Street
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$22.9M
5
KAS
5
Kestra Advisory Services
Texas
$1.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
526
Guardian Wealth Management
Illinois
$1K +$1K +20 New
AWA
527
Aquire Wealth Advisors
Utah
$1K +$1K +26 New
CFN
528
Cordasco Financial Network
Florida
$1K +$1K +30 New
WIM
529
Westside Investment Management
California
$30 – – –
CW
530
Connectus Wealth
Ohio
– -$21.4M -789,924 Closed
Jane Street
531
Jane Street
New York
– -$17.6M -649,134 Closed
OMC
532
Old Mission Capital
Illinois
– -$11M -406,840 Closed
Citadel Advisors
533
Citadel Advisors
Florida
– -$7.52M -277,048 Closed
GRP
534
Global Retirement Partners
California
– -$4.19M -154,534 Closed
EE
535
EWG Elevate
California
– -$2.32M -85,332 Closed
Barclays
536
Barclays
United Kingdom
– -$2.01M -74,154 Closed
OFG
537
OTA Financial Group
New York
– -$1.49M -54,918 Closed
CM
538
Columbus Macro
Pennsylvania
– -$1.41M -52,002 Closed
WIC
539
Whitegate Investment Counselors
New Hampshire
– -$882K -32,496 Closed
SIM
540
Stratos Investment Management
Ohio
– -$620K -22,860 Closed
Susquehanna International Group
541
Susquehanna International Group
Pennsylvania
– -$609K -22,456 Closed
KOC
542
Koss-Olinger Consulting
Florida
– -$566K -20,852 Closed
HF
543
HRT Financial
New York
– -$423K -15,622 Closed
SBH
544
Segall Bryant & Hamill
Illinois
– -$410K -15,124 Closed
ICG
545
InterOcean Capital Group
Tennessee
– -$359K -13,226 Closed
WDL
546
Well Done LLC
Michigan
– -$326K -12,032 Closed
VV
547
Verity & Verity
South Carolina
– -$295K -10,900 Closed
FTA
548
Financial & Tax Architects
Missouri
– -$290K -10,676 Closed
TSS
549
Two Sigma Securities
New York
– -$272K -10,030 Closed
Mirae Asset Global Investments
550
Mirae Asset Global Investments
South Korea
– -$271K -9,992 Closed
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