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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 %
Morgan Stanley
101
Morgan Stanley
New York
$5.24M +$163K +6,012 +3%
SFA
102
Souders Financial Advisors
Ohio
$5.24M +$470K +17,314 +10%
SBL
103
Sargent Bickham Lagudis
Colorado
$5.21M -$54.7K -2,018 -1%
EWM
104
Empirical Wealth Management
Washington
$5.11M -$89.1K -3,284 -2%
CCA
105
Cobblestone Capital Advisors
New York
$5.07M -$835K -30,772 -14%
GAM
106
Gemmer Asset Management
California
$4.9M -$101K -3,706 -2%
SFG
107
SNS Financial Group
Minnesota
$4.58M +$188K +6,918 +4%
PFM
108
Peak Financial Management
Massachusetts
$4.39M +$295K +10,864 +7%
WA
109
Waverly Advisors
Alabama
$4.28M +$50.6K +1,870 +1%
GRP
110
Global Retirement Partners
California
$4.19M -$48.7K -1,794 -1%
WIA
111
World Investment Advisors
California
$4.18M +$533K +19,650 +15%
RWM
112
RKL Wealth Management
Pennsylvania
$4.17M +$236K +8,704 +6%
HWMA
113
Heritage Wealth Management (Arizona)
Arizona
$3.96M -$1.8M -66,518 -31%
VAS
114
Valicenti Advisory Services
New York
$3.96M -$626K -23,082 -14%
ISWM
115
Independent Solutions Wealth Management
New York
$3.88M +$149K +5,484 +4%
BBW
116
Blue Barn Wealth
Utah
$3.85M -$67.1K -2,472 -2%
CF
117
Corrigan Financial
Rhode Island
$3.75M +$88.3K +3,256 +2%
CMP
118
Courage Miller Partners
Virginia
$3.66M +$318K +11,720 +10%
RFA
119
Reilly Financial Advisors
California
$3.65M +$12.7K +468 +0.3%
JWM
120
Janiczek Wealth Management
Colorado
$3.64M +$86.9K +3,204 +2%
NI
121
NYL Investors
New York
$3.35M +$146K +5,400 +5%
TNA
122
True North Advisors
Texas
$3.27M +$267K +9,852 +9%
SWM
123
SeaCrest Wealth Management
New York
$3.27M -$1.01M -37,304 -24%
IA
124
IFP Advisors
Florida
$3.25M +$583K +21,456 +22%
CWS
125
Cypress Wealth Services
California
$3.12M -$23.2K -856 -0.7%
3 4
5
6 7