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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 %
WANY
76
Wealthspire Advisors (New York)
New York
$7.74M -$838K -31,104 -10%
NIC
77
Northwest Investment Counselors
Oregon
$7.53M +$544K +20,202 +8%
NDSI
78
Newman Dignan & Sheerar Inc
Rhode Island
$7.29M -$1.74M -64,702 -19%
MA
79
Modus Advisors
Minnesota
$7.25M -$299K -11,084 -4%
GC
80
Guggenheim Capital
Illinois
$7.13M – – –
RC
81
Roundview Capital
New Jersey
$6.85M +$9.06K +336 +0.1%
VWA
82
VERITY Wealth Advisors
United States
$6.8M +$520K +19,294 +8%
BPA
83
Beacon Pointe Advisors
California
$6.72M -$294K -10,922 -4%
SFS
84
Summit Financial Strategies
Ohio
$6.53M +$132K +4,914 +2%
CFMC
85
Curbstone Financial Management Corp
New Hampshire
$6.41M +$108K +4,000 +2%
BC
86
Bartlett & Co
Ohio
$6.38M -$11.9K -442 -0.2%
BCWM
87
Bartlett & Co Wealth Management
Ohio
$6.38M -$11.9K -442 -0.2%
RDIA
88
RE Dickinson Investment Advisors
Iowa
$6.29M +$6.29M +233,456 New
EK
89
Evensky & Katz
Florida
$6.23M +$379K +14,062 +6%
UBS Group
90
UBS Group
Switzerland
$6.12M +$156K +5,778 +3%
WAM
91
Wakefield Asset Management
Colorado
$6.1M +$27.6K +1,024 +0.5%
SWM
92
SigFig Wealth Management
California
$6.08M +$99.2K +3,718 +2%
VWA
93
Visionary Wealth Advisors
Illinois
$6.05M +$6.05M +224,466 New
RWP
94
Revolve Wealth Partners
New Jersey
$5.86M +$5.86M +217,550 New
BDFN
95
Bond & Devick Financial Network
Minnesota
$5.83M +$180K +6,682 +3%
SFA
96
Souders Financial Advisors
Ohio
$5.81M +$606K +22,504 +12%
PS
97
Portfolio Solutions
Michigan
$5.69M +$268K +9,934 +5%
CNWM
98
Clay Northam Wealth Management
California
$5.69M +$5.69M +211,110 New
OFG
99
Omega Financial Group
California
$5.67M -$1.43M -53,236 -20%
ES
100
ETF Store
Kansas
$5.67M +$5.67M +219,940 New
2 3
4
5 6