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 %
BL
251
BCWM LLC
Kansas
$776K +$7.4K +264 +1%
Commonwealth Equity Services
252
Commonwealth Equity Services
Massachusetts
$769K -$226K -8,088 -23%
RPG
253
Resource Planning Group
Georgia
$762K -$30.5K -1,088 -4%
AL
254
Aspiriant LLC
California
$754K -$116K -4,136 -13%
PFA
255
Pure Financial Advisors
California
$750K +$26.2K +934 +4%
JCIA
256
Jackson Creek Investment Advisors
Colorado
$750K +$86.2K +3,078 +13%
VCM
257
Vivaldi Capital Management
Illinois
$740K +$99K +3,534 +15%
PFS
258
Prospera Financial Services
Texas
$726K +$680K +24,246 +1,466%
MWP
259
Meridian Wealth Partners
Pennsylvania
$717K +$108K +3,852 +18%
MCC
260
Money Concepts Capital
Florida
$715K +$715K +25,526 New
MSFS
261
Main Street Financial Solutions
Pennsylvania
$714K +$714K +25,480 New
TFA
262
Toth Financial Advisory
Virginia
$705K +$88.9K +3,172 +14%
AHC
263
Anderson Hoagland & Co
Missouri
$702K +$702K +25,060 New
OCM
264
One Capital Management
California
$700K – – –
ZF
265
Zhang Financial
Michigan
$696K -$70.2K -2,508 -9%
KJWM
266
Kiley Juergens Wealth Management
Washington
$692K +$692K +24,708 New
PAM
267
Peak Asset Management
Colorado
$686K -$28.3K -1,010 -4%
AP
268
Appleton Partners
Massachusetts
$681K -$5.6K -200 -0.8%
BA
269
Ballast Advisors
Minnesota
$677K +$432K +15,420 +176%
FG
270
Foster Group
Iowa
$665K +$665K +23,760 New
CIC
271
Carnegie Investment Counsel
Ohio
$653K -$19.3K -690 -3%
TA
272
TrueWealth Advisors
Alabama
$648K +$648K +23,382 New
BWM
273
Blossom Wealth Management
California
$644K +$644K +23,018 New
DIS
274
Diversified Investment Strategies
Louisiana
$638K +$110K +3,960 +21%
MI
275
Moneywise Inc
Virginia
$636K +$39.7K +1,418 +7%
9 10
11
12 13