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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

506 hedge funds and large institutions have $4.29B invested in Schwab US Aggregate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 222 increasing their positions, 148 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
506
Holders Change
+46
Holders Change %
+10%
% of All Funds
8.98%
Holding in Top 10
54
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.88%
% of All Funds
0.96%
New
75
Increased
222
Reduced
148
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
$792M
2
OIA
OneDigital Investment Advisors
Kansas
$149M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$49.9M
4
WANY
Wealthspire Advisors (New York)
New York
$28.6M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$110M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$190M
2
Jane Street
Jane Street
New York
$6.91M
3
FAIM
Financial Advocates Investment Management
Washington
$0
4
MTC
Matrix Trust Company
Colorado
$0
5
PIMG
Patriot Investment Management Group
Tennessee
$4.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
301
Stratos Wealth Advisors
Ohio
$514K +$62.3K +2,222 +14%
SPIA
302
Steward Partners Investment Advisory
New York
$512K +$367K +13,098 +252%
CIC
303
Cutler Investment Counsel
Oregon
$508K +$3.64K +130 +0.7%
IDA
304
Intelligence Driven Advisers
California
$502K -$1.29K -46 -0.3%
ACG
305
Allen Capital Group
Nebraska
$499K -$61.6K -2,200 -11%
MWP
306
Madison Wealth Partners
Wisconsin
$498K +$498K +17,804 New
H
307
HoyleCohen
California
$490K +$2.19K +78 +0.4%
PWA
308
Providence Wealth Advisors
Illinois
$476K +$25.9K +926 +6%
AWA
309
Acorn Wealth Advisors
Michigan
$461K +$129K +4,600 +39%
NFG
310
Next Financial Group
Texas
$461K +$171K +6,098 +59%
FNC
311
First National Corp
Massachusetts
$459K -$5.78K -206 -1%
DAS
312
Dynamic Advisor Solutions
Arizona
$455K -$95.5K -3,406 -17%
HDIM
313
Hanson & Doremus Investment Management
Vermont
$454K -$19K -678 -4%
Wells Fargo
314
Wells Fargo
California
$448K +$340K +12,136 +315%
GWM
315
Geneos Wealth Management
Colorado
$438K -$156K -5,802 -26%
RWA
316
River Wealth Advisors
Pennsylvania
$436K -$122K -4,336 -22%
BJL
317
Brighton Jones LLC
Washington
$435K -$8.74K -312 -2%
PA
318
Paracle Advisors
Washington
$434K +$27.6K +988 +7%
WWM
319
Western Wealth Management
Colorado
$427K -$7.4K -264 -2%
OC
320
Oarsman Capital
Wisconsin
$424K -$12.5K -444 -3%
GMA
321
Goldstein Munger & Associates
California
$414K +$73.3K +2,616 +22%
IWM
322
IHT Wealth Management
Illinois
$414K +$414K +14,762 New
AFP
323
Ausdal Financial Partners
Iowa
$409K +$56.5K +2,018 +16%
TPA
324
Trivium Point Advisory
Connecticut
$405K +$125K +4,482 +44%
WSTAM
325
Wilbanks Smith & Thomas Asset Management
Virginia
$400K +$28K +1,000 +8%
11 12
13
14 15