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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

457 hedge funds and large institutions have $3.68B invested in Schwab US Aggregate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 186 increasing their positions, 183 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
457
Holders Change
-10
Holders Change %
-2.14%
% of All Funds
9.39%
Holding in Top 10
53
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-15.87%
% of All Funds
1.09%
New
36
Increased
186
Reduced
183
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFRM
Milliman Financial Risk Management
Illinois
$190M
2
Charles Schwab
Charles Schwab
California
$606M
3
Ameriprise
Ameriprise
Minnesota
$244M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$52.6M
5
BlackRock
BlackRock
New York
$34.3M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$18.2M
2
Jane Street
Jane Street
New York
$1.82M
3
Bank of America
Bank of America
North Carolina
$54.5M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$45.5M
5
TF
TimeScale Financial
Massachusetts
$8.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
226
Liberty Capital Management
Michigan
$824K +$5.63K +200 +0.7%
RPG
227
Resource Planning Group
Georgia
$818K -$186K -6,626 -19%
Commonwealth Equity Services
228
Commonwealth Equity Services
Massachusetts
$817K -$9.57M -340,310 -92%
TW
229
TrinityPoint Wealth
Connecticut
$815K +$114K +4,042 +16%
PAG
230
Private Advisor Group
New Jersey
$798K -$41.5K -1,476 -5%
MWM
231
Mission Wealth Management
California
$791K -$241K -8,568 -23%
BL
232
BCWM LLC
Kansas
$777K -$322K -11,466 -29%
ZF
233
Zhang Financial
Michigan
$769K -$42.3K -1,504 -5%
Cetera Investment Advisers
234
Cetera Investment Advisers
Illinois
$768K +$90.4K +3,214 +13%
CA
235
Cambridge Advisors
Nebraska
$756K +$42.8K +1,520 +6%
IA
236
IFP Advisors
Florida
$756K +$199K +7,098 +36%
HWMG
237
Hurlow Wealth Management Group
Indiana
$735K -$2.13M -75,590 -74%
ASN
238
Advisory Services Network
Georgia
$735K -$211K -7,484 -22%
PFS
239
Prospera Financial Services
Texas
$722K -$61.2K -2,178 -8%
PFA
240
Pure Financial Advisors
California
$719K -$28.5K -1,014 -4%
AWM
241
Apollon Wealth Management
South Carolina
$718K -$746K -26,526 -51%
PAM
242
Peak Asset Management
Colorado
$717K -$28.1K -1,000 -4%
AP
243
Appleton Partners
Massachusetts
$717K – – –
SP
244
Successful Portfolios
Florida
$710K -$30.2K -1,076 -4%
OCM
245
One Capital Management
California
$704K -$506 -18 -0.1%
VCM
246
Vivaldi Capital Management
Illinois
$703K -$424K -15,026 -38%
RW
247
REDW Wealth
New Mexico
$691K -$4.39K -156 -0.6%
CWM
248
Cabot Wealth Management
Massachusetts
$691K -$2.13K -76 -0.3%
HWA
249
HHM Wealth Advisors
Tennessee
$687K – – –
Goldman Sachs
250
Goldman Sachs
New York
$670K +$250K +8,908 +60%
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