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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 %
JWBC
301
John W. Brooker & Co
California
$341K +$56 +2 +0%
GMA
302
Goldstein Munger & Associates
California
$341K +$337 +12 +0.1%
BDF
303
Black Diamond Financial
Maryland
$339K -$2.75K -98 -0.8%
RMDI
304
R.M. Davis Inc
Maine
$336K – – –
AWA
305
Acorn Wealth Advisors
Michigan
$332K +$132K +4,714 +66%
CST
306
Charles Schwab Trust
Nevada
$331K +$331K +11,820 New
Mirae Asset Global Investments
307
Mirae Asset Global Investments
South Korea
$327K -$133K -4,720 -29%
SFP
308
Strategic Financial Planning
Texas
$327K -$56 -2 -0%
SWP
309
Stratos Wealth Partners
Ohio
$317K -$16.1K -574 -5%
Thrivent Financial for Lutherans
310
Thrivent Financial for Lutherans
Minnesota
$313K -$389K – –
AFS
311
Access Financial Services
Minnesota
$308K -$7.01K -250 -2%
CAN
312
Cetera Advisor Networks
California
$305K +$17K +608 +6%
VV
313
Verity & Verity
South Carolina
$304K – – –
RWA
314
RGT Wealth Advisors
Texas
$303K +$303K +10,792 New
DW
315
Domani Wealth
Pennsylvania
$302K -$19.6K -700 -6%
RJA
316
Raymond James & Associates
Florida
$301K +$301K +10,738 New
MA
317
MCF Advisors
Kentucky
$300K -$9.76K -348 -3%
HFA
318
Hoover Financial Advisors
Pennsylvania
$297K +$5.32K +190 +2%
NFG
319
Next Financial Group
Texas
$291K +$27K +962 +10%
EHC
320
Everett Harris & Co
California
$289K – – –
MPW
321
MA Private Wealth
California
$289K – – –
KFA
322
Kays Financial Advisory
Georgia
$286K +$5.04K +180 +2%
BC
323
Burleson & Co
California
$284K -$4.37M -156,362 -94%
BSW
324
Buckingham Strategic Wealth
Missouri
$284K +$284K +10,140 New
TPA
325
Trivium Point Advisory
Connecticut
$283K +$283K +10,078 New
11 12
13
14 15