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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 %
OWM
351
Orgel Wealth Management
Wisconsin
$233K – – –
PCMC
352
Private Capital Management (Colorado)
Colorado
$231K +$19K +702 +9%
CMA
353
Cedar Mountain Advisors
Oregon
$230K -$34.4K -1,268 -13%
PWA
354
Providence Wealth Advisors
Illinois
$230K -$17.8K -652 -7%
AWM
355
Aprio Wealth Management
Georgia
$230K +$230K +8,464 New
MWM
356
Meridian Wealth Management
Kentucky
$230K +$230K +8,494 New
WCM
357
Weik Capital Management
Pennsylvania
$228K +$5.42K +200 +2%
CGFA
358
Colton Groome Financial Advisors
North Carolina
$227K -$488K -18,022 -68%
ODCM
359
Old Dominion Capital Management
Virginia
$227K – – –
AWA
360
Acorn Wealth Advisors
Michigan
$227K +$982 +36 +0.4%
SNBOSD
361
Security National Bank of So Dak
Iowa
$224K -$29.8K -1,098 -12%
BA
362
Ballast Advisors
Minnesota
$222K -$12K -440 -5%
GVAG
363
Great Valley Advisor Group
Delaware
$219K -$112K -4,148 -34%
IWC
364
Integrated Wealth Concepts
Massachusetts
$219K +$489 +18 +0.2%
GMA
365
Goldstein Munger & Associates
California
$219K +$219K +8,078 New
IWM
366
IHT Wealth Management
Illinois
$218K -$168K -6,198 -43%
KWA
367
KCS Wealth Advisory
California
$216K +$216K +7,964 New
GC
368
Gratus Capital
Georgia
$213K -$343K -12,676 -62%
SAM
369
SignalPoint Asset Management
Missouri
$210K -$795K -29,356 -79%
RJA
370
Raymond James & Associates
Florida
$210K +$210K +7,742 New
SBH
371
Segall Bryant & Hamill
Illinois
$209K -$21.6K -800 -9%
FA
372
Financial Advisors
Massachusetts
$208K +$3.26K +120 +2%
RC
373
Rinet Company
Massachusetts
$203K +$203K +7,480 New
PCA
374
Providence Capital Advisors
North Carolina
$202K +$202K +7,438 New
GCA
375
Genesee Capital Advisors
New York
$201K -$1M -37,136 -83%
13 14
15
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