SCHZ icon

Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

506 hedge funds and large institutions have $4.29B invested in Schwab US Aggregate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 222 increasing their positions, 148 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
506
Holders Change
+46
Holders Change %
+10%
% of All Funds
8.98%
Holding in Top 10
54
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.88%
% of All Funds
0.96%
New
75
Increased
222
Reduced
148
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
$792M
2
OIA
OneDigital Investment Advisors
Kansas
$149M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$49.9M
4
WANY
Wealthspire Advisors (New York)
New York
$28.6M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$110M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$190M
2
Jane Street
Jane Street
New York
$6.91M
3
FAIM
Financial Advocates Investment Management
Washington
$0
4
MTC
Matrix Trust Company
Colorado
$0
5
PIMG
Patriot Investment Management Group
Tennessee
$4.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
CST
226
Charles Schwab Trust
Nevada
$987K +$656K +23,422 +198%
BAM
227
Belpointe Asset Management
Nevada
$986K +$832K +29,656 +538%
WFA
228
Wipfli Financial Advisors
Wisconsin
$965K +$965K +34,434 New
MWM
229
Maltin Wealth Management
New Jersey
$960K +$7.28K +260 +0.8%
TC
230
Tatro Capital
Kentucky
$958K -$79.5K -2,838 -8%
MAS
231
Managed Account Services
Florida
$953K +$17K +610 +2%
VVP
232
Venture Visionary Partners
Ohio
$945K +$945K +33,760 New
VDI
233
Vaughan David Investments
Illinois
$944K -$192K -6,836 -17%
TW
234
TrinityPoint Wealth
Connecticut
$940K +$39.6K +1,422 +4%
SFG
235
Sage Financial Group
Pennsylvania
$933K +$224 +8 +0%
PAG
236
Private Advisor Group
New Jersey
$931K +$29.5K +1,052 +3%
Deutsche Bank
237
Deutsche Bank
Germany
$930K +$655K +23,348 +238%
BO
238
BRR OpCo
Ohio
$928K +$66.7K +2,380 +8%
WIC
239
Whitegate Investment Counselors
New Hampshire
$894K -$8.4K -300 -0.9%
Jones Financial Companies
240
Jones Financial Companies
Missouri
$891K – – –
WA
241
WBH Advisory
Maryland
$873K -$73.8K -2,648 -8%
WFA
242
Wade Financial Advisory
California
$854K -$149K -5,332 -15%
DP
243
DDD Partners
Washington
$831K -$91.7K -3,272 -10%
S
244
SignatureFD
Georgia
$804K -$38K -1,358 -5%
SP
245
Successful Portfolios
Florida
$802K +$78.6K +2,804 +11%
MA
246
MCF Advisors
Kentucky
$797K +$497K +17,740 +166%
LCM
247
Liberty Capital Management
Michigan
$795K +$795K +28,384 New
LFS
248
Lutz Financial Services
Nebraska
$794K -$19.3K -690 -2%
HWA
249
HHM Wealth Advisors
Tennessee
$782K +$1.4K +50 +0.2%
SWA
250
Sightline Wealth Advisors
Connecticut
$782K +$782K +27,912 New
8 9
10
11 12