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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 %
IRC
326
Investors Research Corp
Georgia
$304K -$38.4K -1,364 -11%
Royal Bank of Canada
327
Royal Bank of Canada
Ontario, Canada
$294K -$90.3K -3,210 -24%
HFA
328
Hoover Financial Advisors
Pennsylvania
$293K +$293K +10,420 New
MPW
329
MA Private Wealth
California
$290K -$4.5K -160 -2%
EHC
330
Everett Harris & Co
California
$290K – – –
CAN
331
Cetera Advisor Networks
California
$289K +$32.8K +1,166 +13%
KFA
332
Kays Financial Advisory
Georgia
$282K -$13.9K -494 -5%
RPA
333
Rock Point Advisors
Vermont
$280K -$9.55K -340 -3%
PFBT
334
Parkside Financial Bank & Trust
Missouri
$278K +$7.42K +264 +3%
NGA
335
Naples Global Advisors
Florida
$273K – – –
CFA
336
Cahill Financial Advisors
Minnesota
$271K +$2.09K +74 +0.8%
HA
337
Harborview Advisors
Maine
$270K -$23.1K -820 -8%
XF
338
XML Financial
Maryland
$264K -$28.2K -1,002 -10%
NFG
339
Next Financial Group
Texas
$264K +$13.3K +474 +5%
RWM
340
RBA Wealth Management
California
$263K +$5.75K +204 +2%
LFG
341
Larson Financial Group
Missouri
$261K -$68.7K -2,440 -21%
CFS
342
CRA Financial Services
New Jersey
$261K -$12.2K -436 -4%
CIAS
343
Capital Investment Advisory Services
North Carolina
$260K +$260K +9,242 New
RCC
344
Red Cedar Capital
Nebraska
$257K +$1.63K +58 +0.6%
CMO
345
Covenant Multifamily Offices
Texas
$253K -$132K -4,692 -34%
REMPR
346
Roof Eidam Maycock Peralta (REMP)
California
$251K – – –
AWM
347
AE Wealth Management
Kansas
$248K -$262K -9,332 -51%
CFD
348
Creative Financial Designs
Indiana
$246K +$246K +8,752 New
CA
349
Continuum Advisory
Idaho
$243K -$467K -16,666 -66%
SWM
350
Southern Wealth Management
Texas
$242K -$3.04K -108 -1%
12 13
14
15 16