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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 %
GWM
276
Geneos Wealth Management
Colorado
$492K +$96.5K +3,440 +24%
OC
277
Oarsman Capital
Wisconsin
$491K +$491K +17,452 New
H
278
HoyleCohen
California
$488K +$1.86K +66 +0.4%
FNC
279
First National Corp
Massachusetts
$477K -$280K -9,948 -37%
HDIM
280
Hanson & Doremus Investment Management
Vermont
$474K -$88.7K -3,154 -16%
OPA
281
Old Port Advisors
Maine
$473K +$1.01K +36 +0.2%
MWP
282
Meridian Wealth Partners
Pennsylvania
$471K +$68.1K +2,422 +17%
Mirae Asset Global Investments
283
Mirae Asset Global Investments
South Korea
$460K +$460K +16,350 New
FHA
284
Flagship Harbor Advisors
Massachusetts
$444K +$164K +5,824 +58%
OAJ
285
Ogorek Anthony Joseph
New York
$438K -$42.6M -1,518,292 -99%
WWM
286
Western Wealth Management
Colorado
$436K – – –
RSWM
287
Robertson Stephens Wealth Management
California
$435K +$435K +15,470 New
BAMG
288
Brand Asset Management Group
Missouri
$432K +$36.3K +1,290 +9%
GRP
289
Global Retirement Partners
California
$430K +$57.1K +2,028 +15%
SWA
290
Stratos Wealth Advisors
Ohio
$418K +$21.1K +750 +5%
SS
291
Simplicity Solutions
Minnesota
$411K -$320K -11,360 -44%
JPMorgan Chase & Co
292
JPMorgan Chase & Co
New York
$409K +$38.2K +1,358 +10%
PA
293
Paracle Advisors
Washington
$408K +$408K +14,528 New
QCG
294
Quadrant Capital Group
Ohio
$407K -$23.2K -824 -5%
BJL
295
Brighton Jones LLC
Washington
$406K +$956 +34 +0.2%
QCMNJ
296
Quantum Capital Management (New Jersey)
New Jersey
$394K -$8.6K -306 -2%
Thrivent Financial for Lutherans
297
Thrivent Financial for Lutherans
Minnesota
$389K -$389K – –
APA
298
American Portfolios Advisors
New York
$385K +$89.4K +3,178 +30%
CIP
299
Capital Insight Partners
Arizona
$385K +$385K +13,690 New
WSTAM
300
Wilbanks Smith & Thomas Asset Management
Virginia
$372K -$9.56K -340 -3%
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