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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

467 hedge funds and large institutions have $3.33B invested in Schwab US Aggregate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 156 increasing their positions, 210 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
+10
Holders Change %
+2.19%
% of All Funds
10.32%
Holding in Top 10
63
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+21.15%
% of All Funds
1.39%
New
58
Increased
156
Reduced
210
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$70.1M
2
Bank of America
Bank of America
North Carolina
+$66.1M
3
Ameriprise
Ameriprise
Minnesota
+$45.1M
4
WANY
Wealthspire Advisors (New York)
New York
+$20.4M
5
BCM
Bluefin Capital Management
New York
+$19.8M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
-$184M
2
BIA
Barry Investment Advisors
Massachusetts
-$25.5M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$17.3M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$16.5M
5
APP
Avantax Planning Partners
Iowa
-$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
326
Truvestments Capital
Florida
$281K +$281K +10,360 New
RPA
327
Rock Point Advisors
Vermont
$280K -$1.9K -70 -0.7%
EHC
328
Everett Harris & Co
California
$279K – – –
BAM
329
Belpointe Asset Management
Nevada
$272K -$899K -33,092 -77%
FHA
330
Flagship Harbor Advisors
Massachusetts
$271K +$271K +9,980 New
SIM
331
Sterling Investment Management
Arizona
$266K – – –
CFS
332
CRA Financial Services
New Jersey
$264K -$8.14K -300 -3%
NGA
333
Naples Global Advisors
Florida
$263K +$16.3K +600 +7%
PFBT
334
Parkside Financial Bank & Trust
Missouri
$261K -$12.1K -446 -4%
FCIM
335
Fairview Capital Investment Management
California
$260K -$5.69K -210 -2%
CFA
336
Cahill Financial Advisors
Minnesota
$259K -$14.8K -544 -5%
HS
337
Horan Securities
United States
$258K -$105K -3,874 -29%
RWM
338
Ritholtz Wealth Management
New York
$257K -$2.17K -80 -0.8%
AIC
339
Ameritas Investment Company
Nebraska
$257K +$272 +10 +0.1%
WP
340
WealthShield Partners
North Carolina
$256K -$24.7K -910 -9%
RWM
341
RBA Wealth Management
California
$248K -$665K -24,504 -73%
RCC
342
Red Cedar Capital
Nebraska
$247K +$1.09K +40 +0.4%
CAN
343
Cetera Advisor Networks
California
$247K +$247K +9,110 New
MCM
344
Maple Capital Management
Vermont
$246K – – –
RM
345
Resource Management
Louisiana
$244K – – –
REMPR
346
Roof Eidam Maycock Peralta (REMP)
California
$243K +$25.3K +930 +12%
NFG
347
Next Financial Group
Texas
$242K -$1.25K -46 -0.5%
PA
348
Pinnacle Associates
New York
$240K -$1.36K -50 -0.6%
SWM
349
Southern Wealth Management
Texas
$236K +$1.08K +40 +0.5%
FM
350
Foster & Motley
Ohio
$234K -$4.39K -162 -2%
12 13
14
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