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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

467 hedge funds and large institutions have $3.33B invested in Schwab US Aggregate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 156 increasing their positions, 210 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
+10
Holders Change %
+2.19%
% of All Funds
10.32%
Holding in Top 10
63
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+21.15%
% of All Funds
1.39%
New
58
Increased
156
Reduced
210
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$70.1M
2
Bank of America
Bank of America
North Carolina
+$66.1M
3
Ameriprise
Ameriprise
Minnesota
+$45.1M
4
WANY
Wealthspire Advisors (New York)
New York
+$20.4M
5
BCM
Bluefin Capital Management
New York
+$19.8M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
-$184M
2
BIA
Barry Investment Advisors
Massachusetts
-$25.5M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$17.3M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$16.5M
5
APP
Avantax Planning Partners
Iowa
-$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
251
Avantax Advisory Services
Texas
$616K +$616K +22,642 New
DCM
252
Davis Capital Management
Florida
$606K +$606K +22,346 New
BWP
253
BSW Wealth Partners
Colorado
$589K -$13K -480 -2%
SFG
254
StrategIQ Financial Group
Indiana
$582K -$109K -4,028 -16%
FC
255
Financial Consulate
Maryland
$575K +$2.71K +100 +0.5%
MA
256
MCF Advisors
Kentucky
$572K -$2.85M -105,272 -83%
BCP
257
Blue Chip Partners
Michigan
$547K +$2.44K +90 +0.4%
ACG
258
Allen Capital Group
Nebraska
$544K -$911K -33,546 -63%
HDIM
259
Hanson & Doremus Investment Management
Vermont
$543K -$13.7K -506 -2%
IA
260
IFP Advisors
Florida
$536K -$765K -28,412 -59%
LWAC
261
Laurel Wealth Advisors (California)
California
$530K +$288K +10,626 +119%
GIA
262
Gladstone Institutional Advisory
Florida
$523K -$469K -17,298 -47%
TFA
263
Toth Financial Advisory
Virginia
$522K -$32.6K -1,202 -6%
OFS
264
Oldfather Financial Services
Nebraska
$514K +$158K +5,698 +44%
BWA
265
BDO Wealth Advisors
Florida
$502K -$40.7K -1,500 -8%
AWM
266
AE Wealth Management
Kansas
$492K -$675K -24,886 -58%
RWA
267
River Wealth Advisors
Pennsylvania
$485K +$18.7K +690 +4%
CIC
268
Cutler Investment Counsel
Oregon
$484K +$5.53K +204 +1%
BIA
269
Barry Investment Advisors
Massachusetts
$470K -$25.5M -939,308 -98%
H
270
HoyleCohen
California
$469K +$3.91K +144 +0.8%
NWS
271
Newport Wealth Strategies
California
$457K +$457K +16,500 New
OPA
272
Old Port Advisors
Maine
$455K -$5.7K -210 -1%
GI
273
GS Investments
Minnesota
$452K +$172K +6,326 +61%
AIP
274
Almanack Investment Partners
Pennsylvania
$443K -$504K -18,548 -53%
RWRC
275
R.W. Roge & Company
New York
$442K -$4.4K -162 -1%
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