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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 %
Cetera Investment Advisers
201
Cetera Investment Advisers
Illinois
$1.28M +$251K +9,246 +24%
MFGP
202
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.27M -$218K -8,042 -15%
LFA
203
Landmark Financial Advisors
Kentucky
$1.24M +$29K +1,076 +2%
SCM
204
SevenOneSeven Capital Management
Pennsylvania
$1.23M +$49.3K +1,816 +4%
SFS
205
Sowell Financial Services
Arkansas
$1.16M -$1.74K -64 -0.1%
SDWMA
206
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.15M -$48.5K -1,788 -4%
LIM
207
Lathrop Investment Management
Arkansas
$1.14M -$70.8K -2,610 -6%
MWP
208
Meridian Wealth Partners
Pennsylvania
$1.11M +$77.6K +2,862 +8%
AHC
209
Anderson Hoagland & Co
Missouri
$1.09M +$87.9K +3,242 +9%
AOWM
210
Alpha Omega Wealth Management
Virginia
$1.09M -$16.8K -618 -2%
PA
211
Parallel Advisors
California
$1.07M -$308K -11,332 -22%
OFS
212
Oldfather Financial Services
Nebraska
$1.06M +$8.54K +316 +0.8%
LFS
213
Lutz Financial Services
Nebraska
$1.05M +$2.33K +86 +0.2%
KJWM
214
Kiley Juergens Wealth Management
Washington
$1.04M +$108 +4 +0%
BA
215
Ballast Advisors
Minnesota
$1.03M +$156K +5,758 +18%
JCIA
216
Jackson Creek Investment Advisors
Colorado
$1.01M +$17.6K +648 +2%
FG
217
Fiduciary Group
Georgia
$1.01M -$9.4K -348 -0.9%
TW
218
TrinityPoint Wealth
Connecticut
$1.01M +$22K +812 +2%
EVC
219
Eidelman Virant Capital
Missouri
$1M +$90.6K +3,338 +10%
BSAM
220
Blue Square Asset Management
New York
$990K +$990K +36,474 New
ZF
221
Zhang Financial
Michigan
$968K +$27K +996 +3%
BCM
222
Brookstone Capital Management
Illinois
$961K +$35.7K +1,316 +4%
DP
223
DDD Partners
Washington
$960K +$86.8K +3,198 +10%
AAS
224
Avantax Advisory Services
Texas
$946K -$44.7K -1,650 -5%
MWM
225
Maltin Wealth Management
New Jersey
$943K +$4.94K +182 +0.5%
7 8
9
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