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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 %
SIS
276
SVB Investment Services
Utah
$435K -$39.1K -1,442 -8%
CAG
277
Crestwood Advisors Group
Massachusetts
$435K +$59.6K +2,198 +16%
CBFP
278
Cedar Brook Financial Partners
Ohio
$433K +$10.1K +372 +2%
WWM
279
Western Wealth Management
Colorado
$421K -$37.6K -1,384 -8%
TSS
280
Two Sigma Securities
New York
$419K +$419K +15,444 New
QCG
281
Quadrant Capital Group
Ohio
$413K -$79.3K -2,936 -16%
DIS
282
Diversified Investment Strategies
Louisiana
$408K +$408K +15,020 New
Goldman Sachs
283
Goldman Sachs
New York
$405K -$2.46M -90,530 -86%
BCM
284
Breiter Capital Management
Florida
$400K -$62.5K -2,304 -14%
BJL
285
Brighton Jones LLC
Washington
$391K +$977 +36 +0.3%
QCMNJ
286
Quantum Capital Management (New Jersey)
New Jersey
$389K -$118K -4,332 -23%
Thrivent Financial for Lutherans
287
Thrivent Financial for Lutherans
Minnesota
$389K -$596K – –
MWP
288
Meridian Wealth Partners
Pennsylvania
$389K +$68.5K +2,520 +21%
GWM
289
Geneos Wealth Management
Colorado
$385K +$250K +9,170 +186%
SWA
290
Stratos Wealth Advisors
Ohio
$383K +$976 +36 +0.3%
BAMG
291
Brand Asset Management Group
Missouri
$382K -$46.9K -1,730 -11%
CMO
292
Covenant Multifamily Offices
Texas
$372K -$898K -33,044 -71%
Royal Bank of Canada
293
Royal Bank of Canada
Ontario, Canada
$371K -$108K -3,992 -23%
AFS
294
Access Financial Services
Minnesota
$371K -$10.8K -400 -3%
FAM
295
Foothills Asset Management
Arizona
$371K +$15.6K +574 +4%
WSTAM
296
Wilbanks Smith & Thomas Asset Management
Virginia
$368K +$368K +13,574 New
EE
297
EWG Elevate
California
$364K -$1.47M -54,176 -80%
BWA
298
Burt Wealth Advisors
Maryland
$363K – – –
AFP
299
Ausdal Financial Partners
Iowa
$363K +$2.39K +86 +0.7%
VAS
300
Valicenti Advisory Services
New York
$361K -$1.52M -55,904 -81%
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