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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

491 hedge funds and large institutions have $4.64B invested in Schwab US Aggregate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 196 increasing their positions, 174 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
491
Holders Change
+6
Holders Change %
+1.24%
% of All Funds
8.62%
Holding in Top 10
48
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.69%
% of All Funds
0.84%
New
42
Increased
196
Reduced
174
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$1.05B
2
RA
2
Rational Advisors
New York
$124M
3
Bank of America
3
Bank of America
North Carolina
$38.4M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$24.4M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$282M

Top Sellers

1
FC
1
Ferris Capital
Massachusetts
$0
2
SFA
2
Sequoia Financial Advisors
Ohio
$15.5M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$6.59M
4
SFMG
4
Sage Financial Management Group
Virginia
$0
5
CIAS
5
CFS Investment Advisory Services
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
51
Cerity Partners
New York
$14.2M -$62.3K -2,298 -0.4%
MWM
52
MorganRosel Wealth Management
Colorado
$14.1M +$1.63M +60,202 +13%
FWP
53
FAS Wealth Partners
Kansas
$13.9M +$205K +7,566 +2%
RPGK
54
Retirement Planning Group (Kansas)
Kansas
$13.8M -$432K -15,924 -3%
TC
55
Tenret Company
Florida
$13.6M +$118K +4,352 +0.9%
HFP
56
Holistic Financial Partners
Indiana
$11.3M +$447K +16,476 +4%
PMG
57
ProVise Management Group
Florida
$11.1M +$695K +25,618 +7%
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$11.1M -$112K -4,110 -1%
CHA
59
Cooper/Haims Advisors
New York
$11.1M -$403K -14,838 -4%
OMC
60
Old Mission Capital
Illinois
$11M +$10.4M +383,234 +1,623%
FF
61
Friedenthal Financial
New Jersey
$10.7M +$667K +24,590 +7%
MCCP
62
Mission Creek Capital Partners
California
$10.6M -$5.1K -188 -0%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$10.3M +$158K +5,834 +2%
MAM
64
Marotta Asset Management
Virginia
$9.88M -$910K -33,556 -8%
BIA
65
Bigelow Investment Advisors
Maine
$9.8M -$635K -23,398 -6%
NDSI
66
Newman Dignan & Sheerar Inc
Rhode Island
$9.09M -$259K -9,560 -3%
MGIA
67
Moneta Group Investment Advisors
Missouri
$9.02M +$995K +36,686 +12%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$8.88M +$1.94M +71,560 +28%
WANY
69
Wealthspire Advisors (New York)
New York
$8.64M -$1.48M -54,572 -15%
SPA
70
Sentinel Pension Advisors
Massachusetts
$8.43M +$698K +25,746 +9%
MA
71
Mutual Advisors
Nebraska
$8.1M +$12K +444 +0.1%
PA
72
Procyon Advisors
Connecticut
$8M +$1.46M +53,740 +22%
LA
73
LVW Advisors
New York
$7.96M +$185K +6,826 +2%
AA
74
Alesco Advisors
New York
$7.63M -$997K -36,744 -12%
MA
75
Modus Advisors
Minnesota
$7.6M -$18.3K -676 -0.2%
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3
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