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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 %
JPMorgan Chase & Co
276
JPMorgan Chase & Co
New York
$451K +$42.6K +1,518 +10%
PWA
277
Providence Wealth Advisors
Illinois
$451K +$144K +5,134 +47%
BJL
278
Brighton Jones LLC
Washington
$444K +$39.2K +1,400 +10%
OC
279
Oarsman Capital
Wisconsin
$436K -$53K -1,890 -11%
WWM
280
Western Wealth Management
Colorado
$435K – – –
RSWM
281
Robertson Stephens Wealth Management
California
$433K – – –
PA
282
Paracle Advisors
Washington
$407K +$224 +8 +0.1%
BWP
283
BSW Wealth Partners
Colorado
$400K -$204K -7,300 -34%
GVAG
284
Great Valley Advisor Group
Delaware
$400K +$37.4K +1,336 +10%
APA
285
American Portfolios Advisors
New York
$400K +$15.8K +564 +4%
TSS
286
Two Sigma Securities
New York
$399K +$399K +14,216 New
CIP
287
Capital Insight Partners
Arizona
$384K – – –
SS
288
Simplicity Solutions
Minnesota
$374K -$35.4K -1,264 -9%
WSTAM
289
Wilbanks Smith & Thomas Asset Management
Virginia
$372K +$841 +30 +0.2%
AIC
290
Ameritas Investment Company
Nebraska
$368K – – –
SIM
291
Sterling Investment Management
Arizona
$365K +$14.4K +514 +4%
FHA
292
Flagship Harbor Advisors
Massachusetts
$363K -$79K -2,826 -18%
SCM
293
Stordahl Capital Management
Colorado
$360K +$11.1K +396 +3%
QCMNJ
294
Quantum Capital Management (New Jersey)
New Jersey
$357K -$36.7K -1,308 -9%
FA
295
Faithward Advisors
Pennsylvania
$357K +$13.9K +498 +4%
HA
296
Harborview Advisors
Maine
$354K +$84.9K +3,028 +32%
AFP
297
Ausdal Financial Partners
Iowa
$353K -$3.53K -126 -1%
AC
298
Alley Company
Illinois
$348K +$22.4K +800 +7%
QCG
299
Quadrant Capital Group
Ohio
$342K -$63.5K -2,266 -16%
BWA
300
Burt Wealth Advisors
Maryland
$342K – – –
10 11
12
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