SCHZ icon

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 %
KWM
151
Kingsview Wealth Management
Oregon
$2.26M -$262K -9,614 -10%
GCA
152
Gradient Capital Advisors
California
$2.23M +$819 +30 +0%
RF
153
RHS Financial
California
$2.23M +$126K +4,612 +6%
SHWM
154
Silicon Hills Wealth Management
Texas
$2.19M -$32.3K -1,182 -1%
AG
155
Appleton Group
Wisconsin
$2.14M +$48.7K +1,784 +2%
Baird Financial Group
156
Baird Financial Group
Wisconsin
$2.1M +$98K +3,590 +5%
HA
157
HC Advisors
Georgia
$2.07M +$122K +4,474 +6%
JWA
158
JFS Wealth Advisors
Pennsylvania
$2.04M +$106K +3,878 +5%
AWA
159
Alaska Wealth Advisors
Alaska
$2.02M +$299K +10,966 +17%
TCM
160
Twele Capital Management
Minnesota
$2M +$158K +5,792 +9%
EWA
161
EP Wealth Advisors
California
$1.96M +$97.9K +3,584 +5%
BMCM
162
Burns Matteson Capital Management
New York
$1.96M -$215K -7,878 -10%
CAN
163
Cetera Advisor Networks
California
$1.92M +$1.16M +42,654 +154%
YIA
164
YHB Investment Advisors
Connecticut
$1.91M -$69.2K -2,534 -3%
BRWA
165
B. Riley Wealth Advisors
Florida
$1.9M -$134K -4,922 -7%
GWM
166
GSB Wealth Management
Connecticut
$1.88M +$327K +11,978 +21%
SCA
167
Strategic Capital Advisers
Colorado
$1.87M +$22.7K +830 +1%
BAM
168
Baldrige Asset Management
Pennsylvania
$1.84M +$260K +9,522 +16%
HSA
169
HBK Sorce Advisory
Pennsylvania
$1.84M +$273K +9,988 +17%
AP
170
Adero Partners
California
$1.82M -$41.9K -1,536 -2%
CAG
171
Curtis Advisory Group
California
$1.82M +$220K +8,072 +14%
BWL
172
Bogart Wealth LLC
Virginia
$1.8M -$44.4K -1,626 -2%
AWM
173
Avior Wealth Management
Nebraska
$1.78M +$418K +15,336 +31%
JFG
174
JMG Financial Group
Illinois
$1.72M -$2.66M -97,472 -61%
AIM
175
AMI Investment Management
Indiana
$1.72M -$81.4K -2,980 -5%
5 6
7
8 9