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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.

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
1
Charles Schwab
California
$1.11B
2
HighTower Advisors
2
HighTower Advisors
Illinois
$108M
3
DWM
3
Destination Wealth Management
California
$49M
4
SFA
4
Sequoia Financial Advisors
Ohio
$47.8M
5
RA
5
Rational Advisors
New York
$155M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$71.8M
2
CW
2
Connectus Wealth
Ohio
$0
3
Jane Street
3
Jane Street
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$22.9M
5
KAS
5
Kestra Advisory Services
Texas
$1.05M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$1.11B 20,538,474 +1,115,573 +6%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$292M 5,552,211 +332,977 +6%
APP
3
Avantax Planning Partners
Iowa
$200M 3,706,144 +110,999 +3%
OIA
4
OneDigital Investment Advisors
Kansas
$199M 3,693,279 +165,554 +5%
MFRM
5
Milliman Financial Risk Management
Illinois
$182M 3,381,305 – –
Ameriprise
6
Ameriprise
Minnesota
$178M 3,302,488 +123,719 +4%
RA
7
Rational Advisors
New York
$155M 2,868,290 +590,342 +26%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$153M 2,837,428 +434,743 +18%
Financial Engines Advisors
9
Financial Engines Advisors
California
$110M 2,049,496 -8,481 -0.4%
HighTower Advisors
10
HighTower Advisors
Illinois
$108M 2,004,814 +852,614 +74%
HCM
11
Hengehold Capital Management
Ohio
$80.3M 1,489,596 +263,827 +22%
ML
12
McAdam LLC
Pennsylvania
$77.1M 1,430,148 +112,539 +9%
RIM
13
Rockbridge Investment Management
New York
$75.8M 1,405,496 +136,365 +11%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$71.8M 1,332,566 -642,703 -33%
SFPM
15
Sensible Financial Planning & Management
Massachusetts
$71.2M 1,320,567 +115,696 +10%
Mariner
16
Mariner
Kansas
$67.8M 1,257,129 -32,633 -3%
JIP
17
JBJ Investment Partners
South Carolina
$59.9M 1,110,650 +70,421 +7%
UCFA
18
United Capital Financial Advisors
Texas
$53.5M 993,443 -15,744 -2%
BWA
19
BlueSky Wealth Advisors
North Carolina
$50.6M 938,991 +41,393 +5%
DWM
20
Destination Wealth Management
California
$49M 909,514 +607,116 +201%
KF
21
Krilogy Financial
Missouri
$49M 908,890 -105,479 -10%
SFA
22
Sequoia Financial Advisors
Ohio
$47.8M 885,959 +599,795 +210%
AA
23
Apriem Advisors
California
$36.2M 671,177 -263,624 -28%
AWMG
24
Alliance Wealth Management Group
New Jersey
$33.2M 615,467 +2,141 +0.3%
TCM
25
Towercrest Capital Management
Pennsylvania
$33.2M 615,467 +2,141 +0.3%
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