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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 %
SCA
176
Strategic Capital Advisers
Colorado
$2.03M +$56.1K +2,082 +3%
CW
177
CreativeOne Wealth
Kansas
$1.98M +$3.13K +116 +0.2%
BAM
178
Baldrige Asset Management
Pennsylvania
$1.97M +$60.4K +2,242 +3%
GWM
179
GSB Wealth Management
Connecticut
$1.95M +$164K +6,070 +9%
BWM
180
BCS Wealth Management
Tennessee
$1.95M +$368K +13,636 +23%
Commonwealth Equity Services
181
Commonwealth Equity Services
Massachusetts
$1.93M +$254K +9,436 +15%
BRWA
182
B. Riley Wealth Advisors
Florida
$1.89M -$186K -6,902 -9%
EWA
183
EP Wealth Advisors
California
$1.82M -$100K -3,718 -5%
HSA
184
HBK Sorce Advisory
Pennsylvania
$1.82M +$17.2K +638 +1%
SCM
185
SevenOneSeven Capital Management
Pennsylvania
$1.78M +$554K +20,566 +45%
JFG
186
JMG Financial Group
Illinois
$1.76M -$34.1K -1,264 -2%
Jones Financial Companies
187
Jones Financial Companies
Missouri
$1.76M +$846K +31,404 +93%
PWM
188
Perigon Wealth Management
California
$1.71M +$153K +5,668 +10%
Koshinski Asset Management
189
Koshinski Asset Management
Illinois
$1.63M +$56.2K +2,084 +4%
OWM
190
Opes Wealth Management
California
$1.61M -$80.5K -2,986 -5%
LAIC
191
Lederer & Associates Investment Counsel
California
$1.57M +$90K +3,340 +6%
BWL
192
Bogart Wealth LLC
Virginia
$1.57M -$86.2K -3,200 -5%
MWM
193
Maripau Wealth Management
Indiana
$1.46M +$1.46M +56,546 New
USCWA
194
U.S. Capital Wealth Advisors
Texas
$1.46M -$53.4K -1,982 -4%
LNC
195
Lincoln National Corp
Pennsylvania
$1.45M +$755 +28 +0.1%
SHWM
196
Silicon Hills Wealth Management
Texas
$1.44M -$529K -19,642 -27%
PAG
197
Private Advisor Group
New Jersey
$1.43M -$805K -29,884 -36%
BMCM
198
Burns Matteson Capital Management
New York
$1.42M -$303K -11,234 -18%
TF
199
TimeScale Financial
Massachusetts
$1.42M -$515K -19,094 -27%
AAS
200
Avantax Advisory Services
Texas
$1.42M +$475K +17,634 +50%
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8
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