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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 %
RPGK
51
Retirement Planning Group (Kansas)
Kansas
$14.5M +$819K +30,390 +6%
CIAS
52
CFS Investment Advisory Services
New Jersey
$14.4M +$14.4M +544,824 New
AWC
53
Adamsbrown Wealth Consultants
Kansas
$14M +$14M +517,938 New
TC
54
Tenret Company
Florida
$13.9M +$355K +13,168 +3%
BSB
55
Bangor Savings Bank
Maine
$13.6M -$1.3M -48,178 -9%
FWP
56
FAS Wealth Partners
Kansas
$13.1M -$653K -24,230 -5%
HFP
57
Holistic Financial Partners
Indiana
$11.3M +$42.5K +1,576 +0.4%
Morgan Stanley
58
Morgan Stanley
New York
$11.1M +$5.86M +217,600 +113%
PMG
59
ProVise Management Group
Florida
$10.9M -$151K -5,608 -1%
GCM
60
G2 Capital Management
Ohio
$10.8M +$10.8M +400,794 New
FF
61
Friedenthal Financial
New Jersey
$10.8M +$122K +4,520 +1%
CHA
62
Cooper/Haims Advisors
New York
$10.6M -$372K -13,796 -3%
MCCP
63
Mission Creek Capital Partners
California
$10.5M -$42.3K -1,568 -0.4%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$10.4M +$201K +7,442 +2%
MGIA
65
Moneta Group Investment Advisors
Missouri
$10.1M +$1.12M +41,404 +12%
MAM
66
Marotta Asset Management
Virginia
$9.62M -$199K -7,400 -2%
BIA
67
Bigelow Investment Advisors
Maine
$9.52M -$213K -7,888 -2%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$9.42M +$599K +22,236 +7%
PAG
69
Powers Advisory Group
Illinois
$9.04M +$9.04M +335,576 New
PA
70
Procyon Advisors
Connecticut
$8.68M +$727K +26,986 +9%
SPA
71
Sentinel Pension Advisors
Massachusetts
$8.27M -$102K -3,790 -1%
MA
72
Mutual Advisors
Nebraska
$8.14M +$93K +3,450 +1%
DBRC
73
D.B. Root & Company
Pennsylvania
$7.96M -$9.5M -352,644 -54%
RWM
74
Reston Wealth Management
Virginia
$7.84M +$459K +17,044 +6%
LA
75
LVW Advisors
New York
$7.81M -$91K -3,376 -1%
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3
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