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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 %
CST
176
Charles Schwab Trust
Nevada
$1.49M +$534K +19,770 +56%
PWM
177
Perigon Wealth Management
California
$1.47M +$70.5K +2,614 +5%
LNC
178
Lincoln National Corp
Pennsylvania
$1.45M +$378 +14 +0%
MFGP
179
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.44M +$1.03K +38 +0.1%
PA
180
Parallel Advisors
California
$1.42M +$178K +6,602 +14%
CM
181
Columbus Macro
Pennsylvania
$1.4M – – –
FC
182
FCA Corp
Texas
$1.4M +$11.1K +412 +0.8%
BI
183
Berkeley Inc
Idaho
$1.39M -$12.9K -478 -0.9%
Koshinski Asset Management
184
Koshinski Asset Management
Illinois
$1.36M +$5.83K +216 +0.4%
AACR
185
ACR Alpine Capital Research
Missouri
$1.35M -$380K -14,106 -22%
AWM
186
Avior Wealth Management
Nebraska
$1.35M +$107K +3,952 +9%
MAM
187
Marquette Asset Management
Minnesota
$1.34M -$267K -9,884 -17%
Truist Financial
188
Truist Financial
North Carolina
$1.33M +$14.7K +546 +1%
AHC
189
Anderson Hoagland & Co
Missouri
$1.33M +$650K +24,094 +96%
MF
190
Manchester Financial
California
$1.31M -$1.45M -53,894 -53%
BO
191
BRR OpCo
Ohio
$1.3M +$402K +14,884 +45%
PAG
192
Private Advisor Group
New Jersey
$1.28M +$382K +14,162 +43%
EH
193
Equitable Holdings
New York
$1.28M -$19.2K -712 -1%
WFA
194
Wipfli Financial Advisors
Wisconsin
$1.26M +$335K +12,414 +36%
LFA
195
Landmark Financial Advisors
Kentucky
$1.24M -$74.8K -2,772 -6%
SDWMA
196
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.21M +$65K +2,410 +6%
ASN
197
Advisory Services Network
Georgia
$1.18M +$11.3K +420 +1%
SWM
198
Stockman Wealth Management
Montana
$1.16M -$216K -8,000 -16%
LIM
199
Lathrop Investment Management
Arkansas
$1.15M -$8.31K -308 -0.7%
SFS
200
Sowell Financial Services
Arkansas
$1.15M +$138K +5,076 +14%
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