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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.

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
1
Charles Schwab
California
$999M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$110M
3
RA
3
Rational Advisors
New York
$72M
4
FC
4
Ferris Capital
Massachusetts
$34.5M
5
Jane Street
5
Jane Street
New York
$26.2M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$118M
3
Ameriprise
3
Ameriprise
Minnesota
$169M
4
MAM
4
Marotta Asset Management
Virginia
$10.8M
5
AA
5
Apriem Advisors
California
$37.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$999M 18,300,891 +1,703,262 +10%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$265M 4,819,657 +333,115 +7%
APP
3
Avantax Planning Partners
Iowa
$193M 3,539,068 +101,081 +3%
MFRM
4
Milliman Financial Risk Management
Illinois
$185M 3,381,305 – –
OIA
5
OneDigital Investment Advisors
Kansas
$182M 3,335,915 +380,022 +13%
Ameriprise
6
Ameriprise
Minnesota
$169M 3,089,663 -316,417 -9%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$122M 2,236,914 +183,753 +9%
Financial Engines Advisors
8
Financial Engines Advisors
California
$118M 2,168,613 -351,556 -14%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$110M 2,017,429 +1,228,211 +156%
RA
10
Rational Advisors
New York
$72M 1,319,228 +656,091 +99%
Mariner
11
Mariner
Kansas
$69.8M 1,278,106 -1,967 -0.2%
ML
12
McAdam LLC
Pennsylvania
$66.6M 1,211,073 +141,545 +13%
HCM
13
Hengehold Capital Management
Ohio
$65M 1,189,583 +13,779 +1%
RIM
14
Rockbridge Investment Management
New York
$62.7M 1,149,053 +154,549 +16%
SFPM
15
Sensible Financial Planning & Management
Massachusetts
$61.4M 1,123,890 +106,860 +11%
HighTower Advisors
16
HighTower Advisors
Illinois
$58.2M 1,066,111 +178,139 +20%
UCFA
17
United Capital Financial Advisors
Texas
$57M 1,043,121 +9,656 +0.9%
KF
18
Krilogy Financial
Missouri
$55.5M 1,016,881 +94,746 +10%
JIP
19
JBJ Investment Partners
South Carolina
$55.5M 1,015,819 +73,122 +8%
SFA
20
Sequoia Financial Advisors
Ohio
$48.8M 892,868 +39,463 +5%
BWA
21
BlueSky Wealth Advisors
North Carolina
$47M 857,990 +104,823 +14%
AA
22
Apriem Advisors
California
$37.4M 684,781 -262,674 -28%
TWP
23
Total Wealth Planning
Ohio
$34.5M 632,316 +47,120 +8%
FC
24
Ferris Capital
Massachusetts
$34.5M 632,316 +632,316 New
KBFS
25
Kohmann Bosshard Financial Services
Ohio
$33.5M 613,820 +22,671 +4%
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