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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 %
MI
251
Moneywise Inc
Virginia
$596K +$23K +822 +4%
OFS
252
Oldfather Financial Services
Nebraska
$579K +$392 +14 +0.1%
FTUS
253
Flow Traders U.S.
New York
$575K -$2.4M -85,716 -81%
TI
254
tru Independence
Oregon
$573K +$573K +20,436 New
CAG
255
Crestwood Advisors Group
Massachusetts
$563K +$3.53K +126 +0.6%
SFG
256
StrategIQ Financial Group
Indiana
$562K -$37.3K -1,330 -6%
ACG
257
Allen Capital Group
Nebraska
$561K +$28K +998 +5%
RWA
258
River Wealth Advisors
Pennsylvania
$558K +$63K +2,246 +13%
BAMG
259
Brand Asset Management Group
Missouri
$556K +$125K +4,450 +29%
CWM
260
Cabot Wealth Management
Massachusetts
$554K -$136K -4,856 -20%
FC
261
Financial Consulate
Maryland
$554K -$40.2K -1,432 -7%
DAS
262
Dynamic Advisor Solutions
Arizona
$550K +$185K +6,598 +51%
LWAC
263
Laurel Wealth Advisors (California)
California
$537K -$12.2K -434 -2%
HFA
264
HC Financial Advisors
California
$534K +$534K +19,030 New
DIS
265
Diversified Investment Strategies
Louisiana
$532K -$12.9K -460 -2%
BWA
266
BDO Wealth Advisors
Florida
$519K – – –
GRP
267
Global Retirement Partners
California
$519K +$90.3K +3,216 +21%
CFS
268
CRA Financial Services
New Jersey
$518K +$257K +9,178 +99%
FLA
269
Financial Life Advisors
Texas
$515K +$515K +18,392 New
CIC
270
Cutler Investment Counsel
Oregon
$505K +$2.86K +102 +0.6%
IDA
271
Intelligence Driven Advisers
California
$504K -$501K -17,890 -50%
H
272
HoyleCohen
California
$488K +$1.68K +60 +0.3%
OPA
273
Old Port Advisors
Maine
$482K +$10K +358 +2%
HDIM
274
Hanson & Doremus Investment Management
Vermont
$473K +$897 +32 +0.2%
SWA
275
Stratos Wealth Advisors
Ohio
$452K +$34.9K +1,244 +8%
9 10
11
12 13