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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 %
RPGK
51
Retirement Planning Group (Kansas)
Kansas
$13.4M 249,094 +19,054 +8%
NFG
52
Northeast Financial Group
Pennsylvania
$13.3M 245,732 +6,761 +3%
FWP
53
FAS Wealth Partners
Kansas
$13.3M 245,650 +7,964 +3%
BL
54
BFSG LLC
California
$12.8M 237,962 +24,025 +11%
CHA
55
Cooper/Haims Advisors
New York
$12.3M 227,456 -30,109 -12%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$12.2M 225,016 +8,460 +4%
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$11.7M 216,544 -693 -0.3%
AIMCA
58
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$10.8M 200,000 +200,000 New
Bank of America
59
Bank of America
North Carolina
$10.6M 196,708 -739,839 -79%
MCCP
60
Mission Creek Capital Partners
California
$10.6M 195,720 -645 -0.3%
MWM
61
MorganRosel Wealth Management
Colorado
$10.4M 192,548 +31,443 +20%
BIA
62
Bigelow Investment Advisors
Maine
$10.4M 192,237 -10,977 -5%
HFP
63
Holistic Financial Partners
Indiana
$10.2M 189,926 -7,898 -4%
NDSI
64
Newman Dignan & Sheerar Inc
Rhode Island
$9.21M 170,775 -30,134 -15%
AA
65
Alesco Advisors
New York
$9.18M 170,132 +29 +0%
PMG
66
ProVise Management Group
Florida
$8.96M 166,089 +3,190 +2%
FF
67
Friedenthal Financial
New Jersey
$8.69M 161,144 -14,575 -8%
OFG
68
Omega Financial Group
California
$8.69M 161,054 +6,914 +4%
MA
69
Modus Advisors
Minnesota
$7.91M 146,595 +12,289 +9%
EK
70
Evensky & Katz
Florida
$7.5M 139,064 -6,893 -5%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$7.39M 136,907 -2,977 -2%
BPA
72
Beacon Pointe Advisors
California
$7.23M 134,076 +3,170 +2%
LA
73
LVW Advisors
New York
$7.17M 132,920 +4,723 +4%
GC
74
Guggenheim Capital
Illinois
$6.94M 128,562 +128,562 New
TWM
75
Tradition Wealth Management
Minnesota
$6.84M 126,696 +35 +0%
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