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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
Charles Schwab
California
$671M
2
Jane Street
Jane Street
New York
$40.4M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$196M
4
JIP
JBJ Investment Partners
South Carolina
$46.6M
5
Ameriprise
Ameriprise
Minnesota
$260M

Top Sellers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$11.8M
2
BlackRock
BlackRock
New York
$2.93M
3
PFG
Piershale Financial Group
Illinois
$0
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$81.6M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$8.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Neuberger Berman Group
326
Neuberger Berman Group
New York
$283K +$283K +10,086 New
SA
327
SRH Advisors
Kansas
$282K -$65.3K -2,326 -19%
Royal Bank of Canada
328
Royal Bank of Canada
Ontario, Canada
$282K -$10.7K -382 -4%
RPA
329
Rock Point Advisors
Vermont
$280K – – –
PFBT
330
Parkside Financial Bank & Trust
Missouri
$278K +$449 +16 +0.2%
WCM
331
Weik Capital Management
Pennsylvania
$278K +$278K +9,920 New
Deutsche Bank
332
Deutsche Bank
Germany
$276K -$2.13M -75,840 -89%
GCA
333
Genesee Capital Advisors
New York
$275K +$67.3K +2,404 +32%
NGA
334
Naples Global Advisors
Florida
$272K – – –
CFA
335
Cahill Financial Advisors
Minnesota
$271K +$955 +34 +0.4%
SL
336
Savior LLC
Massachusetts
$269K +$269K +9,598 New
IRC
337
Investors Research Corp
Georgia
$268K -$35K -1,246 -12%
ECM
338
Evergreen Capital Management
Washington
$267K +$267K +9,518 New
BIM
339
Baldwin Investment Management
Pennsylvania
$266K +$266K +9,480 New
SBH
340
Segall Bryant & Hamill
Illinois
$265K +$53.4K +1,904 +25%
RWM
341
RBA Wealth Management
California
$264K +$2.02K +72 +0.8%
AWM
342
AE Wealth Management
Kansas
$264K +$16.8K +600 +7%
OAJ
343
Ogorek Anthony Joseph
New York
$262K -$174K -6,220 -40%
RCC
344
Red Cedar Capital
Nebraska
$258K +$1.51K +54 +0.6%
FCIM
345
Fairview Capital Investment Management
California
$255K +$14K +500 +6%
CMA
346
Cedar Mountain Advisors
Oregon
$254K +$12K +426 +5%
CIAS
347
Capital Investment Advisory Services
North Carolina
$251K -$8.54K -304 -3%
REMPR
348
Roof Eidam Maycock Peralta (REMP)
California
$251K – – –
BA
349
Ballast Advisors
Minnesota
$245K +$28.9K +1,030 +13%
SWM
350
Southern Wealth Management
Texas
$242K +$617 +22 +0.3%
12 13
14
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