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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.

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 %
Citadel Advisors
76
Citadel Advisors
Florida
$7.52M +$7.52M +277,048 New
RWM
77
Reston Wealth Management
Virginia
$7.43M +$338K +12,446 +5%
1WM
78
1900 Wealth Management
Texas
$7.43M +$3.51M +129,258 +89%
GC
79
Guggenheim Capital
Illinois
$7.18M – – –
OFG
80
Omega Financial Group
California
$7.16M -$1.34M -49,540 -16%
BPA
81
Beacon Pointe Advisors
California
$7.07M -$104K -3,826 -1%
NIC
82
Northwest Investment Counselors
Oregon
$7.03M +$361K +13,292 +5%
RC
83
Roundview Capital
New Jersey
$6.88M +$149K +5,474 +2%
BNP Paribas Financial Markets
84
BNP Paribas Financial Markets
France
$6.59M -$15M -552,282 -69%
SFS
85
Summit Financial Strategies
Ohio
$6.44M +$130K +4,806 +2%
BCWM
86
Bartlett & Co Wealth Management
Ohio
$6.43M -$115K -4,254 -2%
BC
87
Bartlett & Co
Ohio
$6.43M -$115K -4,254 -2%
CFMC
88
Curbstone Financial Management Corp
New Hampshire
$6.35M +$380K +14,000 +6%
VWA
89
VERITY Wealth Advisors
United States
$6.32M -$235K -8,656 -4%
WAM
90
Wakefield Asset Management
Colorado
$6.12M +$113K +4,150 +2%
SWM
91
SigFig Wealth Management
California
$6.08M +$207K +7,640 +4%
AF
92
Advisornet Financial
Minnesota
$6.01M -$152K -5,620 -2%
UBS Group
93
UBS Group
Switzerland
$6M -$114K -4,218 -2%
EK
94
Evensky & Katz
Florida
$5.89M -$1.45M -53,300 -20%
PEA
95
Pacific Edge Advisors
California
$5.78M +$190K +7,000 +3%
BDFN
96
Bond & Devick Financial Network
Minnesota
$5.69M +$110K +4,054 +2%
PS
97
Portfolio Solutions
Michigan
$5.46M +$136K +5,006 +3%
GLLW
98
Graves Light Lenhart Wealth
Virginia
$5.46M -$121K -4,470 -2%
CWM
99
Chesapeake Wealth Management
Virginia
$5.26M -$375K -13,804 -7%
AWS
100
AJ Wealth Strategies
New York
$5.24M -$452K -16,674 -8%
2 3
4
5 6