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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.

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 %
LA
76
LVW Advisors
New York
$7.82M +$561K +20,566 +8%
SPA
77
Sentinel Pension Advisors
Massachusetts
$7.78M +$711K +26,052 +10%
MA
78
Modus Advisors
Minnesota
$7.67M -$337K -12,350 -4%
EK
79
Evensky & Katz
Florida
$7.38M -$216K -7,914 -3%
GC
80
Guggenheim Capital
Illinois
$7.22M +$201K +7,372 +3%
BPA
81
Beacon Pointe Advisors
California
$7.21M -$107K -3,924 -1%
RWM
82
Reston Wealth Management
Virginia
$7.14M +$2.53M +92,822 +55%
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$6.98M +$1.87M +68,658 +37%
RC
84
Roundview Capital
New Jersey
$6.78M +$12K +440 +0.2%
NIC
85
Northwest Investment Counselors
Oregon
$6.71M +$355K +13,014 +6%
VWA
86
VERITY Wealth Advisors
United States
$6.6M +$312K +11,426 +5%
BC
87
Bartlett & Co
Ohio
$6.59M -$283K -10,370 -4%
BCWM
88
Bartlett & Co Wealth Management
Ohio
$6.59M -$283K -10,370 -4%
PA
89
Procyon Advisors
Connecticut
$6.58M +$6.58M +241,152 New
SFS
90
Summit Financial Strategies
Ohio
$6.35M +$978K +35,838 +18%
AF
91
Advisornet Financial
Minnesota
$6.21M -$407K -14,918 -6%
UBS Group
92
UBS Group
Switzerland
$6.15M -$243K -8,912 -4%
WAM
93
Wakefield Asset Management
Colorado
$6.04M +$31.3K +1,146 +0.5%
CFMC
94
Curbstone Financial Management Corp
New Hampshire
$6M -$43.7K -1,600 -0.7%
CCA
95
Cobblestone Capital Advisors
New York
$5.94M -$60.1K -2,200 -1%
SWM
96
SigFig Wealth Management
California
$5.91M +$579K +21,208 +11%
HWMA
97
Heritage Wealth Management (Arizona)
Arizona
$5.8M +$5.8M +212,530 New
AWS
98
AJ Wealth Strategies
New York
$5.73M -$13.8K -506 -0.2%
CWM
99
Chesapeake Wealth Management
Virginia
$5.67M +$64.7K +2,370 +1%
PEA
100
Pacific Edge Advisors
California
$5.62M +$491K +17,980 +10%
2 3
4
5 6