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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 %
3C
251
361 Capital
Colorado
$669K +$8.32K +296 +1%
DCM
252
Davis Capital Management
Florida
$626K -$2.31K -82 -0.4%
BFIC
253
Bedell Frazier Investment Counselling
California
$613K -$28.1K -1,000 -4%
PG
254
Prostatis Group
Maryland
$612K +$612K +21,754 New
BWP
255
BSW Wealth Partners
Colorado
$607K -$3.49K -124 -0.6%
SFG
256
StrategIQ Financial Group
Indiana
$601K -$2.25K -80 -0.4%
FC
257
Financial Consulate
Maryland
$596K – – –
CIC
258
Carnegie Investment Counsel
Ohio
$588K -$139K -4,932 -19%
OFS
259
Oldfather Financial Services
Nebraska
$587K +$59.1K +2,080 +11%
MI
260
Moneywise Inc
Virginia
$575K +$269K +9,578 +88%
BCP
261
Blue Chip Partners
Michigan
$570K +$3.6K +128 +0.6%
CAG
262
Crestwood Advisors Group
Massachusetts
$561K +$110K +3,912 +24%
AAS
263
Avantax Advisory Services
Texas
$560K -$77.9K -2,766 -12%
LWAC
264
Laurel Wealth Advisors (California)
California
$551K +$1.46K +52 +0.3%
MAS
265
Managed Account Services
Florida
$549K +$243K +8,552 +79%
DIS
266
Diversified Investment Strategies
Louisiana
$547K +$124K +4,420 +29%
TFA
267
Toth Financial Advisory
Virginia
$537K -$4.39K -156 -0.8%
ACG
268
Allen Capital Group
Nebraska
$535K -$28.5K -1,014 -5%
BWA
269
BDO Wealth Advisors
Florida
$520K – – –
CGFA
270
Colton Groome Financial Advisors
North Carolina
$518K +$282K +10,052 +120%
GI
271
GS Investments
Minnesota
$504K +$34.9K +1,242 +7%
CIC
272
Cutler Investment Counsel
Oregon
$503K +$1.41K +50 +0.3%
KWA
273
KCS Wealth Advisory
California
$501K +$277K +9,838 +124%
AIP
274
Almanack Investment Partners
Pennsylvania
$497K +$38K +1,350 +8%
RWA
275
River Wealth Advisors
Pennsylvania
$496K -$6.97K -248 -1%
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