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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.

New
Increased
Maintained
Reduced
Closed
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 %
NI
126
NYL Investors
New York
$3.48M +$146K +5,400 +4%
SFG
127
Sage Financial Group
Pennsylvania
$3.43M +$2.56M +95,012 +295%
SBL
128
Sargent Bickham Lagudis
Colorado
$3.43M -$1.75M -64,824 -34%
BWA
129
Burt Wealth Advisors
Maryland
$3.29M +$2.36M +87,694 +255%
LWM
130
Laidlaw Wealth Management
New York
$3.27M +$3.27M +121,180 New
TNA
131
True North Advisors
Texas
$3.24M -$3.27M -120,634 Closed
FTS
132
Fifth Third Securities
Ohio
$3.22M +$180K +6,670 +6%
SWM
133
SeaCrest Wealth Management
New York
$3.21M -$34.5K -1,280 -1%
SWA
134
Stratos Wealth Advisors
Ohio
$3.21M +$2.75M +101,856 +589%
RRCM
135
Rappaport Reiches Capital Management
Illinois
$3.19M +$156K +5,782 +5%
CCM
136
Crabel Capital Management
California
$3.14M +$2.48M +92,000 +378%
PFM
137
Phillips Financial Management
Indiana
$3.08M +$223K +8,270 +8%
RJFSA
138
Raymond James Financial Services Advisors
Florida
$3.03M -$59.9K -2,222 -2%
CWS
139
Cypress Wealth Services
California
$2.98M -$122K -4,540 -4%
CBFP
140
Cedar Brook Financial Partners
Ohio
$2.97M +$223K +8,270 +8%
GCA
141
Genesee Capital Advisors
New York
$2.88M -$153K -5,690 -5%
BIP
142
Blueprint Investment Partners
North Carolina
$2.88M +$2.88M +106,772 New
C
143
Clearshares
New York
$2.86M – – –
NB
144
NBT Bank
New York
$2.79M +$164K +6,096 +6%
VFIC
145
Valley Forge Investment Consultants
Pennsylvania
$2.76M +$32.9K +1,220 +1%
CMBA
146
C.M. Bidwell & Associates
Hawaii
$2.74M +$9.7K +360 +0.4%
LTL
147
Lowery Thomas LLC
California
$2.65M +$2.65M +98,170 New
BWM
148
BerganKDV Wealth Management
Minnesota
$2.65M -$139K -5,166 -5%
CAG
149
Curtis Advisory Group
California
$2.61M +$133K +4,950 +5%
CAN
150
Cetera Advisor Networks
California
$2.58M +$777K +28,816 +43%
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