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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 %
LFA
201
Landmark Financial Advisors
Kentucky
$1.23M -$29.4K -1,076 -2%
LIM
202
Lathrop Investment Management
Arkansas
$1.22M +$52K +1,904 +4%
WA
203
WBH Advisory
Maryland
$1.21M +$360K +13,098 +42%
SDWMA
204
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.21M -$18.2K -668 -1%
SCM
205
SevenOneSeven Capital Management
Pennsylvania
$1.19M +$1.19M +43,594 New
SFS
206
Sowell Financial Services
Arkansas
$1.17M +$12.1K +442 +1%
AOWM
207
Alpha Omega Wealth Management
Virginia
$1.11M +$75K +2,750 +7%
Koshinski Asset Management
208
Koshinski Asset Management
Illinois
$1.09M -$290K -10,614 -21%
OFS
209
Oldfather Financial Services
Nebraska
$1.06M +$28.5K +1,042 +3%
LFS
210
Lutz Financial Services
Nebraska
$1.06M +$272K +9,962 +35%
KJWM
211
Kiley Juergens Wealth Management
Washington
$1.04M -$16.2K -594 -2%
FG
212
Fiduciary Group
Georgia
$1.04M -$13.4K -486 -1%
Cetera Investment Advisers
213
Cetera Investment Advisers
Illinois
$1.04M +$53.3K +1,952 +5%
MWP
214
Meridian Wealth Partners
Pennsylvania
$1.04M +$335K +12,270 +48%
AHC
215
Anderson Hoagland & Co
Missouri
$1.01M -$335K -12,290 -25%
JCIA
216
Jackson Creek Investment Advisors
Colorado
$1M +$104K +3,808 +12%
AAS
217
Avantax Advisory Services
Texas
$998K +$459K +16,828 +85%
TW
218
TrinityPoint Wealth
Connecticut
$994K +$39.1K +1,434 +4%
ASN
219
Advisory Services Network
Georgia
$992K -$201K -7,358 -17%
PFC
220
Phocas Financial Corp
California
$973K – – –
ZF
221
Zhang Financial
Michigan
$947K +$203K +7,438 +27%
MWM
222
Maltin Wealth Management
New Jersey
$944K +$5.13K +188 +0.5%
DIS
223
Diversified Investment Strategies
Louisiana
$936K +$10.3K +376 +1%
BCM
224
Brookstone Capital Management
Illinois
$932K +$932K +34,140 New
Jones Financial Companies
225
Jones Financial Companies
Missouri
$923K +$25.1K +918 +3%
7 8
9
10 11