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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 %
BlackRock
151
BlackRock
New York
$2.16M -$276K -10,162 -11%
DI
152
DAGCO Inc
Ohio
$2.15M +$842K +31,044 +65%
AG
153
Appleton Group
Wisconsin
$2.14M +$9.49K +350 +0.4%
HA
154
HC Advisors
Georgia
$2.13M +$70.9K +2,612 +3%
BRWA
155
B. Riley Wealth Advisors
Florida
$2.09M +$197K +7,260 +10%
AP
156
Adero Partners
California
$2.07M +$255K +9,388 +14%
AWA
157
Alaska Wealth Advisors
Alaska
$2.06M +$50.6K +1,864 +3%
KFS
158
Kaizen Financial Strategies
California
$2.05M +$2.05M +75,608 New
Barclays
159
Barclays
United Kingdom
$2.01M -$6.19M -228,254 -75%
CW
160
CreativeOne Wealth
Kansas
$1.99M -$556K -20,474 -22%
SCA
161
Strategic Capital Advisers
Colorado
$1.99M +$135K +4,988 +7%
SHWM
162
Silicon Hills Wealth Management
Texas
$1.98M -$191K -7,032 -9%
TCM
163
Twele Capital Management
Minnesota
$1.97M -$17K -628 -0.9%
TF
164
TimeScale Financial
Massachusetts
$1.95M -$338K -12,476 -15%
EWA
165
EP Wealth Advisors
California
$1.93M -$18.3K -674 -0.9%
BAM
166
Baldrige Asset Management
Pennsylvania
$1.92M +$91.8K +3,384 +5%
CAN
167
Cetera Advisor Networks
California
$1.81M -$99.4K -3,664 -5%
HSA
168
HBK Sorce Advisory
Pennsylvania
$1.81M -$18.5K -680 -1%
JFG
169
JMG Financial Group
Illinois
$1.81M +$96K +3,540 +6%
GWM
170
GSB Wealth Management
Connecticut
$1.8M -$67K -2,470 -4%
KWM
171
Kingsview Wealth Management
Oregon
$1.75M -$496K -18,294 -22%
BMCM
172
Burns Matteson Capital Management
New York
$1.74M -$205K -7,548 -11%
OWM
173
Opes Wealth Management
California
$1.7M -$1.47K -54 -0.1%
Commonwealth Equity Services
174
Commonwealth Equity Services
Massachusetts
$1.69M +$56.5K +2,082 +3%
5L
175
55I LLC
Massachusetts
$1.68M -$24.9K -918 -1%
5 6
7
8 9