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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.

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
1
Charles Schwab
California
$1.05B
2
RA
2
Rational Advisors
New York
$124M
3
Bank of America
3
Bank of America
North Carolina
$38.4M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$24.4M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$282M

Top Sellers

1
FC
1
Ferris Capital
Massachusetts
$0
2
SFA
2
Sequoia Financial Advisors
Ohio
$15.5M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$6.59M
4
SFMG
4
Sage Financial Management Group
Virginia
$0
5
CIAS
5
CFS Investment Advisory Services
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$1.05B 19,422,901 +1,122,010 +6%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$282M 5,219,234 +399,577 +8%
APP
3
Avantax Planning Partners
Iowa
$195M 3,595,145 +56,077 +2%
OIA
4
OneDigital Investment Advisors
Kansas
$191M 3,527,725 +191,810 +6%
MFRM
5
Milliman Financial Risk Management
Illinois
$183M 3,381,305 – –
Ameriprise
6
Ameriprise
Minnesota
$173M 3,178,769 +89,106 +3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$130M 2,402,685 +165,771 +7%
RA
8
Rational Advisors
New York
$124M 2,277,948 +958,720 +73%
Financial Engines Advisors
9
Financial Engines Advisors
California
$112M 2,057,977 -110,636 -5%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$107M 1,975,269 -42,160 -2%
ML
11
McAdam LLC
Pennsylvania
$71.5M 1,317,609 +106,536 +9%
Mariner
12
Mariner
Kansas
$70M 1,289,762 +11,656 +0.9%
RIM
13
Rockbridge Investment Management
New York
$68.9M 1,269,131 +120,078 +10%
HCM
14
Hengehold Capital Management
Ohio
$66.5M 1,225,769 +36,186 +3%
SFPM
15
Sensible Financial Planning & Management
Massachusetts
$65.4M 1,204,871 +80,981 +7%
HighTower Advisors
16
HighTower Advisors
Illinois
$62.5M 1,152,200 +86,089 +8%
JIP
17
JBJ Investment Partners
South Carolina
$56.4M 1,040,229 +24,410 +2%
KF
18
Krilogy Financial
Missouri
$55M 1,014,369 -2,512 -0.2%
UCFA
19
United Capital Financial Advisors
Texas
$54.8M 1,009,187 -33,934 -3%
AA
20
Apriem Advisors
California
$50.7M 934,801 +250,020 +37%
BWA
21
BlueSky Wealth Advisors
North Carolina
$48.7M 897,598 +39,608 +5%
Bank of America
22
Bank of America
North Carolina
$38.4M 707,810 +465,715 +192%
TWP
23
Total Wealth Planning
Ohio
$36.3M 668,671 +36,355 +6%
KBFS
24
Kohmann Bosshard Financial Services
Ohio
$36.1M 666,045 +52,225 +9%
AWMG
25
Alliance Wealth Management Group
New Jersey
$33.3M 613,326 +24,598 +4%
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