SCHZ icon

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
Charles Schwab
California
$1.05B
2
RA
Rational Advisors
New York
$124M
3
Bank of America
Bank of America
North Carolina
$38.4M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$24.4M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$282M

Top Sellers

1
FC
Ferris Capital
Massachusetts
$0
2
SFA
Sequoia Financial Advisors
Ohio
$15.5M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$6.59M
4
SFMG
Sage Financial Management Group
Virginia
$0
5
CIAS
CFS Investment Advisory Services
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BWL
176
Bogart Wealth LLC
Virginia
$1.67M -$122K -4,510 -7%
AIM
177
AMI Investment Management
Indiana
$1.62M -$94.1K -3,468 -6%
BWM
178
BCS Wealth Management
Tennessee
$1.6M +$90.5K +3,334 +6%
Koshinski Asset Management
179
Koshinski Asset Management
Illinois
$1.58M +$499K +18,392 +46%
PWM
180
Perigon Wealth Management
California
$1.57M +$26.8K +988 +2%
USCWA
181
U.S. Capital Wealth Advisors
Texas
$1.52M +$1.52M +56,008 New
JWA
182
JFS Wealth Advisors
Pennsylvania
$1.5M -$523K -19,298 -26%
LAIC
183
Lederer & Associates Investment Counsel
California
$1.49M -$47.3K -1,744 -3%
OFG
184
OTA Financial Group
New York
$1.49M +$1.49M +54,918 New
LNC
185
Lincoln National Corp
Pennsylvania
$1.46M +$543 +20 +0%
CB
186
Commerce Bank
Missouri
$1.45M -$988K -36,410 -40%
CST
187
Charles Schwab Trust
Nevada
$1.45M -$83.4K -3,074 -5%
LF
188
Lee Financial
Texas
$1.41M – – –
CM
189
Columbus Macro
Pennsylvania
$1.41M – – –
AW
190
Avion Wealth
Texas
$1.4M -$156K -5,746 -10%
FC
191
FCA Corp
Texas
$1.39M +$3.96K +146 +0.3%
AACR
192
ACR Alpine Capital Research
Missouri
$1.37M +$27.6K +1,018 +2%
CA
193
Cetera Advisors
Colorado
$1.35M -$12.9K -474 -0.9%
Truist Financial
194
Truist Financial
North Carolina
$1.33M +$41.3K +1,522 +3%
BI
195
Berkeley Inc
Idaho
$1.32M -$47.5K -1,750 -3%
MAM
196
Marquette Asset Management
Minnesota
$1.32M -$26.2K -966 -2%
MF
197
Manchester Financial
California
$1.32M +$44.5K +1,640 +3%
SWM
198
Stockman Wealth Management
Montana
$1.3M – – –
WA
199
WBH Advisory
Maryland
$1.3M +$97.7K +3,602 +8%
MML Investors Services
200
MML Investors Services
Massachusetts
$1.29M -$72.4K -2,670 -5%
6 7
8
9 10