SCHZ icon

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 %
RG
151
Retirement Group
California
$2.03M +$336K +12,452 +20%
BRWA
152
B. Riley Wealth Advisors
Florida
$2.01M +$258K +9,556 +15%
Baird Financial Group
153
Baird Financial Group
Wisconsin
$1.98M +$197K +7,286 +11%
YIA
154
YHB Investment Advisors
Connecticut
$1.97M +$1.97M +72,504 New
HA
155
HC Advisors
Georgia
$1.93M +$279K +10,354 +17%
JWA
156
JFS Wealth Advisors
Pennsylvania
$1.91M -$221K -8,184 -10%
IA
157
IFP Advisors
Florida
$1.91M +$17K +630 +0.9%
AP
158
Adero Partners
California
$1.84M -$54.6K -2,024 -3%
EWA
159
EP Wealth Advisors
California
$1.84M +$218K +8,090 +13%
BWL
160
Bogart Wealth LLC
Virginia
$1.82M +$827K +30,666 +83%
SCA
161
Strategic Capital Advisers
Colorado
$1.82M +$87.6K +3,248 +5%
TCM
162
Twele Capital Management
Minnesota
$1.82M -$42K -1,558 -2%
KFS
163
Kaizen Financial Strategies
California
$1.78M +$823K +30,496 +86%
AIM
164
AMI Investment Management
Indiana
$1.78M -$42.8K -1,588 -2%
LF
165
Lee Financial
Texas
$1.73M -$468K -17,346 -21%
AWA
166
Alaska Wealth Advisors
Alaska
$1.7M +$204K +7,564 +14%
AW
167
Avion Wealth
Texas
$1.69M -$967K -35,850 -36%
BSAM
168
Blue Square Asset Management
New York
$1.65M -$517K -19,188 -24%
LAIC
169
Lederer & Associates Investment Counsel
California
$1.64M +$371K +13,740 +29%
5L
170
55I LLC
Massachusetts
$1.58M +$512K +19,000 +48%
CAG
171
Curtis Advisory Group
California
$1.58M +$14.6K +540 +0.9%
BAM
172
Baldrige Asset Management
Pennsylvania
$1.56M +$70.3K +2,608 +5%
HSA
173
HBK Sorce Advisory
Pennsylvania
$1.55M -$466K -17,296 -23%
BWM
174
BCS Wealth Management
Tennessee
$1.55M +$12.1K +450 +0.8%
GWM
175
GSB Wealth Management
Connecticut
$1.54M +$1.54M +56,906 New
5 6
7
8 9