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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 %
BDFN
101
Bond & Devick Financial Network
Minnesota
$5.62M +$272K +9,954 +5%
GLLW
102
Graves Light Lenhart Wealth
Virginia
$5.61M -$15.2K -556 -0.3%
PS
103
Portfolio Solutions
Michigan
$5.38M +$45K +1,644 +0.8%
SBL
104
Sargent Bickham Lagudis
Colorado
$5.3M +$427K +15,652 +9%
EWM
105
Empirical Wealth Management
Washington
$5.23M +$240K +8,780 +5%
Morgan Stanley
106
Morgan Stanley
New York
$5.11M -$701K -25,678 -12%
GAM
107
Gemmer Asset Management
California
$5.03M +$22.1K +808 +0.4%
SFA
108
Souders Financial Advisors
Ohio
$4.8M +$600K +21,992 +14%
VAS
109
Valicenti Advisory Services
New York
$4.61M +$151K +5,538 +3%
SFG
110
SNS Financial Group
Minnesota
$4.42M -$395K -14,466 -8%
SWM
111
SeaCrest Wealth Management
New York
$4.31M +$590K +21,630 +16%
WA
112
Waverly Advisors
Alabama
$4.3M -$842K -30,676 -16%
WP
113
WealthShield Partners
North Carolina
$4.29M +$693K +25,376 +19%
GRP
114
Global Retirement Partners
California
$4.27M +$3.32M +121,752 +352%
PFM
115
Peak Financial Management
Massachusetts
$4.12M +$230K +8,416 +6%
RWM
116
RKL Wealth Management
Pennsylvania
$3.96M +$24.3K +890 +0.6%
1WM
117
1900 Wealth Management
Texas
$3.95M +$2.03M +74,426 +106%
BBW
118
Blue Barn Wealth
Utah
$3.94M +$3.94M +144,448 New
ISWM
119
Independent Solutions Wealth Management
New York
$3.75M +$358K +13,126 +11%
CF
120
Corrigan Financial
Rhode Island
$3.68M +$415K +15,196 +13%
WIA
121
World Investment Advisors
California
$3.67M +$279K +10,216 +8%
RFA
122
Reilly Financial Advisors
California
$3.66M +$69K +2,526 +2%
JWM
123
Janiczek Wealth Management
Colorado
$3.58M +$200K +7,328 +6%
CMP
124
Courage Miller Partners
Virginia
$3.36M -$290K -10,634 -8%
NI
125
NYL Investors
New York
$3.23M -$71K -2,600 -2%
3 4
5
6 7