SCHZ icon

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 %
MA
551
MCF Advisors
Kentucky
– -$259K -9,556 Closed
FSWA
552
Financial Synergies Wealth Advisors
Texas
– -$249K -9,170 Closed
SWA
553
Sightline Wealth Advisors
Connecticut
– -$247K -9,100 Closed
YIA
554
YHB Investment Advisors
Connecticut
– -$246K -9,050 Closed
SI
555
Stephens Inc
Arkansas
– -$231K -8,514 Closed
XF
556
XML Financial
Maryland
– -$214K -7,890 Closed
OC
557
Oarsman Capital
Wisconsin
– -$210K -7,742 Closed
MWM
558
Modera Wealth Management
New Jersey
– -$210K -7,726 Closed
IWM
559
IHT Wealth Management
Illinois
– -$209K -7,708 Closed
SS
560
Simplicity Solutions
Minnesota
– -$204K -7,536 Closed
PCMC
561
Private Capital Management (Colorado)
Colorado
– -$201K -7,420 Closed
CAAS
562
Capital Asset Advisory Services
Michigan
– -$119K -4,376 Closed
RPCA
563
Running Point Capital Advisors
California
– -$108K -3,984 Closed
BW
564
Bison Wealth
Georgia
– -$108K -3,984 Closed
FHA
565
First Horizon Advisors
Tennessee
– -$79K -2,904 Closed
LWM
566
Liberty Wealth Management
California
– -$15K -548 Closed
Deutsche Bank
567
Deutsche Bank
Germany
– -$12K -456 Closed
FCM
568
Firestone Capital Management
Florida
– -$6K -206 Closed
TF
569
Tompkins Financial
New York
– -$3K -120 Closed
IF
570
Ironwood Financial
Arizona
– -$3K -116 Closed
NFSG
571
Newbridge Financial Services Group
Florida
– -$3K -116 Closed
PMFA
572
Plante Moran Financial Advisors
Michigan
– -$1K -38 Closed
TCWA
573
Ten Capital Wealth Advisors
Washington
– -$1K -24 Closed
19 20 21 22
23