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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.

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 %
GLLW
101
Graves Light Lenhart Wealth
Virginia
$5.33M -$90.3K -3,350 -2%
AF
102
Advisornet Financial
Minnesota
$5.23M -$745K -27,658 -12%
AWS
103
AJ Wealth Strategies
New York
$5.21M -$1.19K -44 -0%
GAM
104
Gemmer Asset Management
California
$5.19M +$323K +12,004 +7%
EWM
105
Empirical Wealth Management
Washington
$5.16M +$85.6K +3,176 +2%
CWM
106
Chesapeake Wealth Management
Virginia
$5.15M -$79.8K -2,960 -2%
CCA
107
Cobblestone Capital Advisors
New York
$5.02M -$13.4K -496 -0.3%
DI
108
DAGCO Inc
Ohio
$4.83M +$2.7M +100,094 +127%
MAC
109
Mason & Associates (California)
California
$4.65M +$4.65M +172,358 New
SFG
110
SNS Financial Group
Minnesota
$4.56M +$13.3K +494 +0.3%
WIA
111
World Investment Advisors
California
$4.46M +$484K +18,738 +12%
1WM
112
1900 Wealth Management
Texas
$4.39M -$2.99M -110,994 -41%
WI
113
WrapManager Inc
California
$4.29M +$4M +148,468 +1,393%
WA
114
Waverly Advisors
Alabama
$4.17M +$53.5K +2,058 +1%
RWM
115
RKL Wealth Management
Pennsylvania
$4.16M +$20.8K +772 +0.5%
PFM
116
Peak Financial Management
Massachusetts
$4.12M -$238K -8,848 -5%
ISWM
117
Independent Solutions Wealth Management
New York
$3.9M +$48K +1,782 +1%
AA
118
Alesco Advisors
New York
$3.79M -$3.79M -140,514 -50%
CF
119
Corrigan Financial
Rhode Island
$3.78M +$50.5K +1,874 +1%
BBW
120
Blue Barn Wealth
Utah
$3.75M -$74.5K -2,764 -2%
JWM
121
Janiczek Wealth Management
Colorado
$3.73M +$109K +4,030 +3%
RFA
122
Reilly Financial Advisors
California
$3.72M +$95K +3,526 +3%
IA
123
IFP Advisors
Florida
$3.66M +$429K +15,898 +13%
VAS
124
Valicenti Advisory Services
New York
$3.56M -$374K -13,870 -10%
CMP
125
Courage Miller Partners
Virginia
$3.52M -$117K -4,360 -3%
3 4
5
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