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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.

New
Increased
Maintained
Reduced
Closed
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 %
CWS
126
Cypress Wealth Services
California
$3.17M -$10.3K -376 -0.3%
CFO
127
CVA Family Office
Colorado
$3.15M -$338K -12,378 -10%
RJFSA
128
Raymond James Financial Services Advisors
Florida
$3.11M -$164K -6,020 -5%
CCM
129
Crabel Capital Management
California
$3.04M +$3.04M +111,376 New
TNA
130
True North Advisors
Texas
$3.02M +$3.02M +110,782 New
VFIC
131
Valley Forge Investment Consultants
Pennsylvania
$2.86M -$48.8K -1,788 -2%
BWM
132
BerganKDV Wealth Management
Minnesota
$2.83M -$683K -25,018 -19%
C
133
Clearshares
New York
$2.81M +$35.1K +1,286 +1%
RRCM
134
Rappaport Reiches Capital Management
Illinois
$2.78M +$2.78M +101,816 New
WAM
135
WNY Asset Management
New York
$2.75M -$783K -28,694 -22%
FWI
136
Facet Wealth Inc
Maryland
$2.69M -$277K -10,138 -9%
CMBA
137
C.M. Bidwell & Associates
Hawaii
$2.68M +$241K +8,832 +10%
IA
138
IFP Advisors
Florida
$2.68M +$754K +27,590 +39%
NB
139
NBT Bank
New York
$2.63M +$375K +13,740 +17%
Renaissance Technologies
140
Renaissance Technologies
New York
$2.6M -$4.13M -151,136 -61%
HI
141
Harbour Investments
Wisconsin
$2.58M -$2.72M -99,466 -51%
CW
142
CreativeOne Wealth
Kansas
$2.56M +$150K +5,488 +6%
PFM
143
Phillips Financial Management
Indiana
$2.47M +$2.47M +90,412 New
CB
144
Commerce Bank
Missouri
$2.45M +$81.8K +2,998 +3%
BlackRock
145
BlackRock
New York
$2.45M -$225K -8,228 -8%
SC
146
Savant Capital
Illinois
$2.4M -$5.62K -206 -0.2%
ECM
147
Exchange Capital Management
Michigan
$2.39M -$104K -3,802 -4%
RG
148
Retirement Group
California
$2.38M +$331K +12,130 +16%
CBFP
149
Cedar Brook Financial Partners
Ohio
$2.36M +$2.36M +86,386 New
TF
150
TimeScale Financial
Massachusetts
$2.3M -$80.5K -2,948 -3%
4 5
6
7 8