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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

499 hedge funds and large institutions have $4.19B invested in Schwab US Aggregate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 219 increasing their positions, 171 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
-7
Holders Change %
-1.38%
% of All Funds
8.79%
Holding in Top 10
50
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.41%
% of All Funds
0.88%
New
44
Increased
219
Reduced
171
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
$895M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$243M
3
RA
Rational Advisors
New York
$35.8M
4
OIA
OneDigital Investment Advisors
Kansas
$159M
5
Citadel Advisors
Citadel Advisors
Florida
$23M

Top Sellers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
2
Bank of America
Bank of America
North Carolina
$10.6M
3
FMP
Financial Management Professionals
Texas
$44K
4
HCM
Hengehold Capital Management
Ohio
$63.4M
5
SAF
Smith Anglin Financial
Texas
$319K
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
126
Janiczek Wealth Management
Colorado
$3.34M -$54.3K -2,012 -2%
NI
127
NYL Investors
New York
$3.26M +$59.4K +2,200 +2%
RJFSA
128
Raymond James Financial Services Advisors
Florida
$3.24M +$125K +4,646 +4%
CF
129
Corrigan Financial
Rhode Island
$3.23M +$550K +20,378 +21%
CWS
130
Cypress Wealth Services
California
$3.14M -$258K -9,564 -8%
SSWM
131
Sheets Smith Wealth Management
North Carolina
$3.04M -$245K -9,098 -7%
FWI
132
Facet Wealth Inc
Maryland
$2.94M +$147K +5,464 +5%
VFIC
133
Valley Forge Investment Consultants
Pennsylvania
$2.88M +$769K +28,498 +36%
EE
134
EWG Elevate
California
$2.87M +$42.4K +1,572 +2%
C
135
Clearshares
New York
$2.74M +$2.74M +101,628 New
BlackRock
136
BlackRock
New York
$2.64M -$106K -3,922 -4%
KWM
137
Kingsview Wealth Management
Oregon
$2.5M -$47K -1,742 -2%
ECM
138
Exchange Capital Management
Michigan
$2.46M -$86.2K -3,196 -3%
CMBA
139
C.M. Bidwell & Associates
Hawaii
$2.41M +$43.3K +1,604 +2%
CW
140
CreativeOne Wealth
Kansas
$2.38M -$12.7K -472 -0.5%
SC
141
Savant Capital
Illinois
$2.38M -$53.1K -1,970 -2%
TF
142
TimeScale Financial
Massachusetts
$2.35M -$3.09M -114,392 -57%
CB
143
Commerce Bank
Missouri
$2.34M – – –
NB
144
NBT Bank
New York
$2.23M +$375K +13,890 +20%
GCA
145
Gradient Capital Advisors
California
$2.2M +$83K +3,078 +4%
SHWM
146
Silicon Hills Wealth Management
Texas
$2.19M -$79.3K -2,940 -3%
BMCM
147
Burns Matteson Capital Management
New York
$2.14M +$8.04K +298 +0.4%
OWM
148
Opes Wealth Management
California
$2.1M -$452K -16,774 -18%
RF
149
RHS Financial
California
$2.08M +$996K +36,910 +92%
AG
150
Appleton Group
Wisconsin
$2.07M +$123K +4,564 +6%
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