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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

499 hedge funds and large institutions have $4.19B invested in Schwab US Aggregate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 219 increasing their positions, 171 reducing their positions, and 46 closing their positions.

Holders
499
Holders Change
-7
Holders Change %
-1.38%
% of All Funds
8.79%
Holding in Top 10
50
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.41%
% of All Funds
0.88%
New
44
Increased
219
Reduced
171
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$895M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$243M
3
CW
3
Connectus Wealth
Ohio
$20M
4
RA
4
Rational Advisors
New York
$35.8M
5
OIA
5
OneDigital Investment Advisors
Kansas
$159M

Top Sellers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$0
2
Bank of America
2
Bank of America
North Carolina
$10.6M
3
FMP
3
Financial Management Professionals
Texas
$44K
4
HCM
4
Hengehold Capital Management
Ohio
$63.4M
5
SAF
5
Smith Anglin Financial
Texas
$319K
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$895M 16,597,629 +2,470,764 +17%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$243M 4,486,542 +566,897 +14%
APP
3
Avantax Planning Partners
Iowa
$185M 3,437,987 +253,615 +8%
Ameriprise
4
Ameriprise
Minnesota
$184M 3,406,080 +17,410 +0.5%
MFRM
5
Milliman Financial Risk Management
Illinois
$182M 3,381,305 – –
OIA
6
OneDigital Investment Advisors
Kansas
$159M 2,955,893 +289,588 +11%
Financial Engines Advisors
7
Financial Engines Advisors
California
$136M 2,520,169 +183,388 +8%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$111M 2,053,161 +94,512 +5%
Mariner
9
Mariner
Kansas
$69.1M 1,280,073 +26,916 +2%
AFA
10
Atlanta Financial Associates
Georgia
$66.3M 1,183,774 -2,945 -0.2%
HCM
11
Hengehold Capital Management
Ohio
$63.4M 1,175,804 -297,398 -20%
ML
12
McAdam LLC
Pennsylvania
$57.7M 1,069,528 +113,823 +12%
UCFA
13
United Capital Financial Advisors
Texas
$55.8M 1,033,465 -56,451 -5%
SFPM
14
Sensible Financial Planning & Management
Massachusetts
$54.9M 1,017,030 +31,628 +3%
RIM
15
Rockbridge Investment Management
New York
$53.7M 994,504 +152,515 +18%
AA
16
Apriem Advisors
California
$51.1M 947,455 -124,004 -12%
JIP
17
JBJ Investment Partners
South Carolina
$50.9M 942,697 +56,698 +6%
KF
18
Krilogy Financial
Missouri
$49.7M 922,135 +135,298 +17%
HighTower Advisors
19
HighTower Advisors
Illinois
$47.9M 887,972 +97,583 +12%
SFA
20
Sequoia Financial Advisors
Ohio
$46M 853,405 -21,462 -2%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$42.6M 789,218 +13,528 +2%
BWA
22
BlueSky Wealth Advisors
North Carolina
$40.7M 753,167 +94,265 +14%
RA
23
Rational Advisors
New York
$35.8M 663,137 +334,388 +102%
KBFS
24
Kohmann Bosshard Financial Services
Ohio
$31.9M 591,149 +55,481 +10%
TWP
25
Total Wealth Planning
Ohio
$31.6M 585,196 +54,701 +10%
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