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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

460 hedge funds and large institutions have $3.81B invested in Schwab US Aggregate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 232 increasing their positions, 128 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
460
Holders Change
+3
Holders Change %
+0.66%
% of All Funds
9.31%
Holding in Top 10
51
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.77%
% of All Funds
1.03%
New
35
Increased
232
Reduced
128
Closed
24
Calls
–
Puts
$3.53M
Net Calls
-$3.53M
Net Calls Change
-$3.53M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$671M
2
Jane Street
2
Jane Street
New York
$40.4M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$196M
4
JIP
4
JBJ Investment Partners
South Carolina
$46.6M
5
Ameriprise
5
Ameriprise
Minnesota
$260M

Top Sellers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$11.8M
2
BlackRock
2
BlackRock
New York
$2.93M
3
PFG
3
Piershale Financial Group
Illinois
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$81.6M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$8.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPCG
226
Fort Pitt Capital Group
Pennsylvania
$747K -$528K -18,834 -41%
ASN
227
Advisory Services Network
Georgia
$732K – – –
PFA
228
Pure Financial Advisors
California
$724K +$7.12K +254 +1%
SP
229
Successful Portfolios
Florida
$724K +$15.5K +554 +2%
AAS
230
Avantax Advisory Services
Texas
$723K +$165K +5,884 +30%
PAM
231
Peak Asset Management
Colorado
$715K – – –
PG
232
Prostatis Group
Maryland
$712K +$102K +3,640 +17%
OCM
233
One Capital Management
California
$701K -$1.12K -40 -0.2%
AWM
234
Apollon Wealth Management
South Carolina
$696K -$20.1K -716 -3%
AP
235
Appleton Partners
Massachusetts
$687K -$28K -1,000 -4%
RW
236
REDW Wealth
New Mexico
$678K -$10.9K -388 -2%
CIC
237
Carnegie Investment Counsel
Ohio
$673K +$86K +3,064 +15%
JCIA
238
Jackson Creek Investment Advisors
Colorado
$665K +$665K +23,708 New
VCM
239
Vivaldi Capital Management
Illinois
$639K -$56.7K -2,030 -8%
HWMG
240
Hurlow Wealth Management Group
Indiana
$638K -$94.3K -3,362 -13%
FSWA
241
Financial Synergies Wealth Advisors
Texas
$630K -$602K -21,486 -49%
BCP
242
Blue Chip Partners
Michigan
$619K +$50.2K +1,790 +9%
GWM
243
Geneos Wealth Management
Colorado
$619K +$127K +4,520 +26%
TFA
244
Toth Financial Advisory
Virginia
$617K +$81.7K +2,912 +15%
KAS
245
Kestra Advisory Services
Texas
$612K +$612K +21,822 New
BFIC
246
Bedell Frazier Investment Counselling
California
$611K – – –
MWP
247
Meridian Wealth Partners
Pennsylvania
$609K +$140K +4,984 +30%
FNC
248
First National Corp
Massachusetts
$605K -$14.7K -402 -2%
CGFA
249
Colton Groome Financial Advisors
North Carolina
$598K +$81.2K +2,894 +16%
MWM
250
Mission Wealth Management
California
$597K -$192K -6,840 -24%
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