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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
Charles Schwab
California
$999M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$110M
3
RA
Rational Advisors
New York
$72M
4
FC
Ferris Capital
Massachusetts
$34.5M
5
Jane Street
Jane Street
New York
$26.2M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
Financial Engines Advisors
Financial Engines Advisors
California
$118M
3
Ameriprise
Ameriprise
Minnesota
$169M
4
MAM
Marotta Asset Management
Virginia
$10.8M
5
AA
Apriem Advisors
California
$37.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
5L
176
55I LLC
Massachusetts
$1.72M +$118K +4,312 +7%
OWM
177
Opes Wealth Management
California
$1.72M -$409K -14,982 -19%
Commonwealth Equity Services
178
Commonwealth Equity Services
Massachusetts
$1.65M +$870K +31,864 +112%
AW
179
Avion Wealth
Texas
$1.57M -$143K -5,242 -8%
LAIC
180
Lederer & Associates Investment Counsel
California
$1.55M -$111K -4,054 -7%
PWM
181
Perigon Wealth Management
California
$1.55M +$65.5K +2,400 +4%
CST
182
Charles Schwab Trust
Nevada
$1.54M +$37.6K +1,378 +3%
BWM
183
BCS Wealth Management
Tennessee
$1.51M -$50.8K -1,860 -3%
MFGP
184
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.5M +$37.3K +1,366 +3%
LNC
185
Lincoln National Corp
Pennsylvania
$1.46M +$601 +22 +0%
PAG
186
Private Advisor Group
New Jersey
$1.42M +$129K +4,712 +10%
CM
187
Columbus Macro
Pennsylvania
$1.42M – – –
LF
188
Lee Financial
Texas
$1.42M -$336K -12,308 -19%
FC
189
FCA Corp
Texas
$1.39M -$23.2K -848 -2%
PA
190
Parallel Advisors
California
$1.39M -$52.5K -1,922 -4%
BI
191
Berkeley Inc
Idaho
$1.38M -$26.2K -960 -2%
CA
192
Cetera Advisors
Colorado
$1.37M +$1.37M +50,312 New
MML Investors Services
193
MML Investors Services
Massachusetts
$1.37M +$213K +7,820 +18%
MAM
194
Marquette Asset Management
Minnesota
$1.36M +$1.31K +48 +0.1%
AACR
195
ACR Alpine Capital Research
Missouri
$1.35M -$21K -770 -2%
DI
196
DAGCO Inc
Ohio
$1.31M +$794K +29,082 +153%
SWM
197
Stockman Wealth Management
Montana
$1.31M +$137K +5,000 +12%
Truist Financial
198
Truist Financial
North Carolina
$1.3M -$41.5K -1,522 -3%
BO
199
BRR OpCo
Ohio
$1.3M -$9.99K -366 -0.8%
MF
200
Manchester Financial
California
$1.28M -$44.9K -1,646 -3%
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