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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
1
Charles Schwab
California
$671M
2
Jane Street
2
Jane Street
New York
$40.4M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$196M
4
JIP
4
JBJ Investment Partners
South Carolina
$46.6M
5
Ameriprise
5
Ameriprise
Minnesota
$260M

Top Sellers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$11.8M
2
BlackRock
2
BlackRock
New York
$2.93M
3
PFG
3
Piershale Financial Group
Illinois
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$81.6M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$8.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMO
351
Covenant Multifamily Offices
Texas
$241K -$11.2K -400 -4%
OWM
352
Orgel Wealth Management
Wisconsin
$241K – – –
PA
353
Pinnacle Associates
New York
$240K – – –
SIS
354
SVB Investment Services
Utah
$239K +$3.48K +124 +1%
WP
355
WealthShield Partners
North Carolina
$238K -$280 -10 -0.1%
FM
356
Foster & Motley
Ohio
$238K +$10.8K +384 +5%
CA
357
Cambridge Advisors
Nebraska
$237K -$515K -18,410 -68%
XF
358
XML Financial
Maryland
$237K -$26.7K -950 -10%
ODCM
359
Old Dominion Capital Management
Virginia
$234K – – –
SNBOSD
360
Security National Bank of So Dak
Iowa
$231K – – –
CWM
361
Confluence Wealth Management
Oregon
$231K +$231K +8,566 New
EFSCE
362
Enterprise Financial Services Corp (EFSC)
Missouri
$230K +$194K +6,912 +542%
MWM
363
Meridian Wealth Management
Kentucky
$226K -$12.7K -454 -5%
LFG
364
Larson Financial Group
Missouri
$224K -$36K -1,284 -14%
BIA
365
Barry Investment Advisors
Massachusetts
$220K +$448 +16 +0.2%
KLI
366
Kelman-Lazarov Inc
Tennessee
$219K -$7.97K -284 -4%
ACM
367
Armbruster Capital Management
New York
$213K +$5.93K +212 +3%
RC
368
Rinet Company
Massachusetts
$210K – – –
PA
369
PFG Advisors
Arizona
$210K +$11.2K +402 +6%
MCM
370
Maple Capital Management
Vermont
$208K +$208K +7,446 New
LSAG
371
Lake Street Advisors Group
New Hampshire
$206K +$6.1K +218 +3%
APW
372
Aurora Private Wealth
New Jersey
$205K +$205K +7,300 New
Prudential Financial
373
Prudential Financial
New Jersey
$204K +$204K +7,272 New
Stifel Financial
374
Stifel Financial
Missouri
$203K +$203K +7,248 New
TC
375
Truvestments Capital
Florida
$202K +$1.18K +42 +0.6%
13 14
15
16 17