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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 %
FWI
151
Facet Wealth Inc
Maryland
$2.57M -$58.3K -2,164 -2%
RGF
152
Retirement Guys Formula
Ohio
$2.56M +$2.56M +94,940 New
OFG
153
Orcam Financial Group
California
$2.54M +$2.54M +94,310 New
WAM
154
WNY Asset Management
New York
$2.54M -$136K -5,052 -5%
SC
155
Savant Capital
Illinois
$2.53M +$184K +6,828 +8%
KFS
156
Kaizen Financial Strategies
California
$2.41M +$372K +13,820 +18%
GFP
157
Guardian Financial Partners
California
$2.4M +$2.4M +88,892 New
RF
158
RHS Financial
California
$2.38M +$238K +8,838 +11%
WP
159
WealthShield Partners
North Carolina
$2.38M +$2.1M +78,034 +758%
AWM
160
Avior Wealth Management
Nebraska
$2.37M +$163K +6,066 +7%
BCM
161
Barden Capital Management
Texas
$2.37M +$2.37M +87,820 New
CFO
162
CVA Family Office
Colorado
$2.34M -$256K -9,504 -10%
AW
163
Avion Wealth
Texas
$2.34M +$942K +34,938 +68%
Baird Financial Group
164
Baird Financial Group
Wisconsin
$2.29M -$23.7K -880 -1%
AG
165
Appleton Group
Wisconsin
$2.24M +$115K +4,268 +5%
RG
166
Retirement Group
California
$2.2M -$63.8K -2,366 -3%
HA
167
HC Advisors
Georgia
$2.18M +$63.2K +2,344 +3%
ECM
168
Exchange Capital Management
Michigan
$2.15M -$142K -5,262 -6%
Truist Financial
169
Truist Financial
North Carolina
$2.11M +$788K +29,240 +59%
5L
170
55I LLC
Massachusetts
$2.09M +$416K +15,448 +25%
BlackRock
171
BlackRock
New York
$2.07M -$68.1K -2,528 -3%
TCM
172
Twele Capital Management
Minnesota
$2.07M +$110K +4,092 +6%
GCA
173
Gradient Capital Advisors
California
$2.06M -$127K -4,698 -6%
AWA
174
Alaska Wealth Advisors
Alaska
$2.05M +$7.28K +270 +0.4%
AP
175
Adero Partners
California
$2.05M -$3.88K -144 -0.2%
5 6
7
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