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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

485 hedge funds and large institutions have $4.51B invested in Schwab US Aggregate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 199 increasing their positions, 173 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
485
Holders Change
-14
Holders Change %
-2.81%
% of All Funds
8.47%
Holding in Top 10
52
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4%
% of All Funds
0.91%
New
40
Increased
199
Reduced
173
Closed
47
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$999M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$110M
3
RA
3
Rational Advisors
New York
$72M
4
FC
4
Ferris Capital
Massachusetts
$34.5M
5
Jane Street
5
Jane Street
New York
$26.2M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$118M
3
Ameriprise
3
Ameriprise
Minnesota
$169M
4
MAM
4
Marotta Asset Management
Virginia
$10.8M
5
AA
5
Apriem Advisors
California
$37.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWP
51
FAS Wealth Partners
Kansas
$13.8M +$342K +12,540 +3%
TC
52
Tenret Company
Florida
$13.6M +$13.6M +498,226 New
Bank of America
53
Bank of America
North Carolina
$13.2M +$2.48M +90,774 +23%
NYLIM
54
New York Life Investment Management
New York
$13.2M -$1.18M -43,230 -8%
NFG
55
Northeast Financial Group
Pennsylvania
$12.9M -$521K -19,084 -4%
MWM
56
MorganRosel Wealth Management
Colorado
$12.6M +$2.08M +76,024 +20%
CHA
57
Cooper/Haims Advisors
New York
$11.5M -$891K -32,652 -7%
Qube Research & Technologies (QRT)
58
Qube Research & Technologies (QRT)
United Kingdom
$11.5M +$11.5M +421,570 New
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$11.3M -$538K -19,722 -5%
AIMCA
60
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$10.9M – – –
HFP
61
Holistic Financial Partners
Indiana
$10.9M +$535K +19,614 +5%
MAM
62
Marotta Asset Management
Virginia
$10.8M -$16.7M -612,410 -61%
FTA
63
Financial & Tax Architects
Missouri
$10.8M +$10.8M +396,110 New
MCCP
64
Mission Creek Capital Partners
California
$10.7M -$23.5K -862 -0.2%
PMG
65
ProVise Management Group
Florida
$10.5M +$1.44M +52,598 +16%
BIA
66
Bigelow Investment Advisors
Maine
$10.5M – – –
WANY
67
Wealthspire Advisors (New York)
New York
$10.2M -$9.1M -333,470 -47%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$10.2M +$2.71M +99,098 +36%
FF
69
Friedenthal Financial
New Jersey
$10.1M +$1.32M +48,430 +15%
NDSI
70
Newman Dignan & Sheerar Inc
Rhode Island
$9.41M +$88.1K +3,226 +0.9%
AA
71
Alesco Advisors
New York
$8.68M -$612K -22,424 -7%
OFG
72
Omega Financial Group
California
$8.55M -$241K -8,828 -3%
Barclays
73
Barclays
United Kingdom
$8.26M +$8.26M +302,408 New
MA
74
Mutual Advisors
Nebraska
$8.14M +$1.98M +72,634 +32%
MGIA
75
Moneta Group Investment Advisors
Missouri
$8.07M +$1.49M +54,676 +23%
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