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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 %
AIC
301
Ameritas Investment Company
Nebraska
$368K +$102K +3,620 +38%
DAS
302
Dynamic Advisor Solutions
Arizona
$366K +$47.5K +1,690 +15%
GVAG
303
Great Valley Advisor Group
Delaware
$364K +$137K +4,864 +60%
AFP
304
Ausdal Financial Partners
Iowa
$357K -$9.49K -338 -3%
HF
305
HRT Financial
New York
$352K -$902K -32,088 -72%
SIM
306
Sterling Investment Management
Arizona
$351K +$75.6K +2,690 +27%
SCM
307
Stordahl Capital Management
Colorado
$350K +$30.4K +1,082 +10%
SA
308
SRH Advisors
Kansas
$348K – – –
FA
309
Faithward Advisors
Pennsylvania
$344K +$3.99K +142 +1%
BWA
310
Burt Wealth Advisors
Maryland
$343K -$32.9K -1,170 -9%
BDF
311
Black Diamond Financial
Maryland
$342K -$5.62K -200 -2%
JWBC
312
John W. Brooker & Co
California
$342K +$112 +4 +0%
W
313
Wealthquest
Ohio
$342K +$342K +12,194 New
GMA
314
Goldstein Munger & Associates
California
$341K +$114K +4,066 +50%
RMDI
315
R.M. Davis Inc
Maine
$337K +$337K +12,000 New
SWP
316
Stratos Wealth Partners
Ohio
$334K -$3.15M -111,822 -90%
SFP
317
Strategic Financial Planning
Texas
$328K -$7.14K -254 -2%
AC
318
Alley Company
Illinois
$327K -$36.4K -1,292 -10%
DW
319
Domani Wealth
Pennsylvania
$323K -$4.9K -174 -1%
WOSD
320
WFA of San Diego
California
$323K +$323K +11,474 New
AFS
321
Access Financial Services
Minnesota
$316K -$68.6K -2,440 -18%
MA
322
MCF Advisors
Kentucky
$310K -$282K -10,058 -48%
PWA
323
Providence Wealth Advisors
Illinois
$308K +$70.8K +2,514 +30%
VV
324
Verity & Verity
South Carolina
$307K – – –
FIM
325
Frontier Investment Management
Texas
$305K +$305K +10,842 New
11 12
13
14 15