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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.

New
Increased
Maintained
Reduced
Closed
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 %
RJFSA
126
Raymond James Financial Services Advisors
Florida
$3.11M +$15.9K +586 +0.5%
FTS
127
Fifth Third Securities
Ohio
$3.06M +$3.06M +112,718 New
GCA
128
Genesee Capital Advisors
New York
$3.06M +$3.06M +112,628 New
RRCM
129
Rappaport Reiches Capital Management
Illinois
$3.05M +$290K +10,688 +10%
PFM
130
Phillips Financial Management
Indiana
$2.87M +$420K +15,474 +17%
C
131
Clearshares
New York
$2.86M +$69.8K +2,572 +2%
BWM
132
BerganKDV Wealth Management
Minnesota
$2.8M -$9.71K -358 -0.3%
CBFP
133
Cedar Brook Financial Partners
Ohio
$2.76M +$419K +15,436 +18%
CMBA
134
C.M. Bidwell & Associates
Hawaii
$2.75M +$79.5K +2,932 +3%
VFIC
135
Valley Forge Investment Consultants
Pennsylvania
$2.74M -$98.8K -3,642 -3%
CFO
136
CVA Family Office
Colorado
$2.7M -$533K -19,002 -16%
WAM
137
WNY Asset Management
New York
$2.69M -$34.4K -1,270 -1%
FWI
138
Facet Wealth Inc
Maryland
$2.64M -$34.5K -1,272 -1%
NB
139
NBT Bank
New York
$2.64M +$24.7K +910 +0.9%
HI
140
Harbour Investments
Wisconsin
$2.54M -$26.3K -970 -1%
CAG
141
Curtis Advisory Group
California
$2.5M +$689K +25,392 +38%
SC
142
Savant Capital
Illinois
$2.36M -$26.5K -976 -1%
Baird Financial Group
143
Baird Financial Group
Wisconsin
$2.33M +$242K +8,924 +12%
EE
144
EWG Elevate
California
$2.32M +$2.32M +85,332 New
ECM
145
Exchange Capital Management
Michigan
$2.31M -$68.4K -2,522 -3%
RG
146
Retirement Group
California
$2.28M -$91.1K -3,356 -4%
PAG
147
Private Advisor Group
New Jersey
$2.25M +$835K +30,762 +59%
AWM
148
Avior Wealth Management
Nebraska
$2.23M +$454K +16,736 +26%
GCA
149
Gradient Capital Advisors
California
$2.21M -$8.52K -314 -0.4%
RF
150
RHS Financial
California
$2.16M -$53.7K -1,980 -2%
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