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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 %
RMDI
351
R.M. Davis Inc
Maine
$336K – – –
QCG
352
Quadrant Capital Group
Ohio
$335K -$7.01K -250 -2%
SWP
353
Stratos Wealth Partners
Ohio
$328K +$11.7K +416 +4%
SFP
354
Strategic Financial Planning
Texas
$327K -$56 -2 -0%
TSS
355
Two Sigma Securities
New York
$326K -$72.2K -2,578 -18%
PCA
356
Personal Capital Advisors
California
$324K +$324K +11,566 New
BSW
357
Buckingham Strategic Wealth
Missouri
$312K +$28.3K +1,012 +10%
OAJ
358
Ogorek Anthony Joseph
New York
$311K +$48.3K +1,724 +18%
RWA
359
RGT Wealth Advisors
Texas
$305K +$2.3K +82 +0.8%
AFS
360
Access Financial Services
Minnesota
$303K -$4.48K -160 -1%
RPA
361
Rock Point Advisors
Vermont
$303K +$23.8K +850 +9%
VV
362
Verity & Verity
South Carolina
$302K – – –
Thrivent Financial for Lutherans
363
Thrivent Financial for Lutherans
Minnesota
$300K -$313K – –
HFA
364
Hoover Financial Advisors
Pennsylvania
$300K +$5.22K +188 +2%
EFSCE
365
Enterprise Financial Services Corp (EFSC)
Missouri
$297K +$67.9K +2,428 +30%
DW
366
Domani Wealth
Pennsylvania
$293K -$9.31K -332 -3%
EHC
367
Everett Harris & Co
California
$289K – – –
NGA
368
Naples Global Advisors
Florida
$288K +$15.7K +560 +6%
PFBT
369
Parkside Financial Bank & Trust
Missouri
$285K +$6.96K +248 +3%
AIC
370
Ameritas Investment Company
Nebraska
$284K -$82.7K -2,952 -23%
Neuberger Berman Group
371
Neuberger Berman Group
New York
$283K – – –
FLA
372
Financial Life Advisors
Texas
$282K -$232K -8,302 -45%
JPMorgan Chase & Co
373
JPMorgan Chase & Co
New York
$281K -$169K -6,022 -38%
SA
374
SRH Advisors
Kansas
$281K – – –
IRC
375
Investors Research Corp
Georgia
$279K +$11.6K +416 +4%
13 14
15
16 17