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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
+$121M
2
OIA
OneDigital Investment Advisors
Kansas
+$88.7M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$38.1M
4
WANY
Wealthspire Advisors (New York)
New York
+$28.6M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$28.2M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$69.7M
2
Jane Street
Jane Street
New York
-$33.4M
3
FAIM
Financial Advocates Investment Management
Washington
-$25.4M
4
MTC
Matrix Trust Company
Colorado
-$10.9M
5
PIMG
Patriot Investment Management Group
Tennessee
-$9.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
326
BSW Wealth Partners
Colorado
$399K -$1.29K -46 -0.3%
Royal Bank of Canada
327
Royal Bank of Canada
Ontario, Canada
$399K +$117K +4,188 +42%
GCA
328
Genesee Capital Advisors
New York
$399K +$124K +4,436 +45%
FWP
329
Firethorn Wealth Partners
Georgia
$392K +$392K +14,010 New
GVAG
330
Great Valley Advisor Group
Delaware
$391K -$9.19K -328 -2%
BIM
331
Baldwin Investment Management
Pennsylvania
$389K +$123K +4,396 +46%
CIP
332
Capital Insight Partners
Arizona
$388K +$4.26K +152 +1%
AFA
333
AllGen Financial Advisors
Florida
$384K +$384K +13,714 New
AC
334
Alley Company
Illinois
$377K +$29.1K +1,038 +8%
SS
335
Simplicity Solutions
Minnesota
$371K -$3.42K -122 -0.9%
OPA
336
Old Port Advisors
Maine
$368K -$113K -4,024 -23%
Mirae Asset Global Investments
337
Mirae Asset Global Investments
South Korea
$368K +$41.7K +1,488 +13%
MFW
338
Mosaic Family Wealth
Missouri
$367K +$367K +13,104 New
FHA
339
Flagship Harbor Advisors
Massachusetts
$364K +$112 +4 +0%
SCM
340
Stordahl Capital Management
Colorado
$362K +$2.02K +72 +0.6%
RSWM
341
Robertson Stephens Wealth Management
California
$353K -$79.9K -2,856 -18%
M&T Bank
342
M&T Bank
New York
$351K +$351K +12,526 New
UFA
343
US Financial Advisors
Massachusetts
$349K +$349K +12,456 New
QCMNJ
344
Quantum Capital Management (New Jersey)
New Jersey
$348K -$8.12K -290 -2%
WFA
345
West Financial Advisors
Iowa
$348K +$348K +12,426 New
AOWM
346
Alpha Omega Wealth Management
Virginia
$347K +$347K +12,394 New
BWA
347
Burt Wealth Advisors
Maryland
$342K – – –
JWBC
348
John W. Brooker & Co
California
$338K -$2.69K -96 -0.8%
BDF
349
Black Diamond Financial
Maryland
$338K -$841 -30 -0.2%
FWM
350
Frontier Wealth Management
Missouri
$337K -$1.37M -48,818 -80%
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