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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
Charles Schwab
California
$1.11B
2
HighTower Advisors
HighTower Advisors
Illinois
$108M
3
DWM
Destination Wealth Management
California
$49M
4
SFA
Sequoia Financial Advisors
Ohio
$47.8M
5
RA
Rational Advisors
New York
$155M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$71.8M
2
CW
Connectus Wealth
Ohio
$0
3
Jane Street
Jane Street
New York
$0
4
Bank of America
Bank of America
North Carolina
$22.9M
5
KAS
Kestra Advisory Services
Texas
$1.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
MF
201
Manchester Financial
California
$1.39M +$76.7K +2,848 +6%
JWA
202
JFS Wealth Advisors
Pennsylvania
$1.38M -$115K -4,266 -8%
CB
203
Commerce Bank
Missouri
$1.36M -$80.8K -2,998 -6%
AACR
204
ACR Alpine Capital Research
Missouri
$1.35M -$9K -334 -0.7%
SWM
205
Stockman Wealth Management
Montana
$1.35M +$58.1K +2,156 +5%
MML Investors Services
206
MML Investors Services
Massachusetts
$1.34M +$61.4K +2,278 +5%
KWM
207
Kingsview Wealth Management
Oregon
$1.32M -$421K -15,608 -24%
LF
208
Lee Financial
Texas
$1.32M -$83.8K -3,110 -6%
CST
209
Charles Schwab Trust
Nevada
$1.31M -$127K -4,704 -9%
MAM
210
Marquette Asset Management
Minnesota
$1.31M -$1.94K -72 -0.1%
Cetera Investment Advisers
211
Cetera Investment Advisers
Illinois
$1.31M +$36.9K +1,368 +3%
HI
212
Harbour Investments
Wisconsin
$1.29M -$1.24M -45,858 -49%
HIF
213
Hill Island Financial
Michigan
$1.28M +$1.28M +47,402 New
CA
214
Cetera Advisors
Colorado
$1.28M -$66.9K -2,484 -5%
BI
215
Berkeley Inc
Idaho
$1.27M -$39.1K -1,452 -3%
SIG
216
Spinnaker Investment Group
California
$1.26M +$1.26M +47,874 New
WA
217
WBH Advisory
Maryland
$1.25M -$40.8K -1,512 -3%
AIM
218
AMI Investment Management
Indiana
$1.23M -$372K -13,800 -23%
ZF
219
Zhang Financial
Michigan
$1.23M +$273K +10,120 +28%
MFGP
220
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.22M -$43.6K -1,618 -3%
BA
221
Ballast Advisors
Minnesota
$1.2M +$181K +6,716 +18%
SFS
222
Sowell Financial Services
Arkansas
$1.16M +$5.72K +212 +0.5%
SDWMA
223
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.15M +$9.32K +346 +0.8%
MWP
224
Meridian Wealth Partners
Pennsylvania
$1.15M +$48.8K +1,810 +4%
SC
225
Shearwater Capital
Colorado
$1.15M +$1.15M +2,252 New
7 8
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