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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 %
CMA
351
Cedar Mountain Advisors
Oregon
$242K +$3.76K +134 +2%
FCIM
352
Fairview Capital Investment Management
California
$241K -$28K -1,000 -10%
PA
353
Pinnacle Associates
New York
$241K -$7.93K -282 -3%
OWM
354
Orgel Wealth Management
Wisconsin
$241K – – –
PCMC
355
Private Capital Management (Colorado)
Colorado
$240K +$562 +20 +0.2%
MWM
356
Meridian Wealth Management
Kentucky
$240K +$1.4K +50 +0.6%
WP
357
WealthShield Partners
North Carolina
$239K -$25.9K -920 -10%
ODCM
358
Old Dominion Capital Management
Virginia
$235K – – –
SNBOSD
359
Security National Bank of So Dak
Iowa
$232K – – –
KLI
360
Kelman-Lazarov Inc
Tennessee
$227K -$76.4K -2,722 -25%
FM
361
Foster & Motley
Ohio
$227K -$15.2K -542 -6%
Fisher Asset Management
362
Fisher Asset Management
Washington
$226K +$226K +8,052 New
BIA
363
Barry Investment Advisors
Massachusetts
$220K -$266K -9,470 -55%
AWM
364
Aprio Wealth Management
Georgia
$219K -$18.5K -660 -8%
BA
365
Ballast Advisors
Minnesota
$217K -$12.7K -452 -6%
SBH
366
Segall Bryant & Hamill
Illinois
$213K -$5.65K -200 -3%
RC
367
Rinet Company
Massachusetts
$210K – – –
ACM
368
Armbruster Capital Management
New York
$208K -$101K -3,602 -33%
GCA
369
Genesee Capital Advisors
New York
$208K -$337 -12 -0.2%
SIS
370
SVB Investment Services
Utah
$201K -$183K -7,632 -48%
TC
371
Truvestments Capital
Florida
$201K -$89.7K -3,196 -31%
AWA
372
Acorn Wealth Advisors
Michigan
$201K -$33.4K -1,186 -14%
LSAG
373
Lake Street Advisors Group
New Hampshire
$201K +$201K +7,140 New
PA
374
PFG Advisors
Arizona
$201K +$201K +7,142 New
OCG
375
Opus Capital Group
Ohio
$201K +$201K +7,150 New
13 14
15
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