SCHZ icon

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 %
ACA
376
Aptus Capital Advisors
Alabama
$199K -$561 -20 -0.3%
PCIA
377
Prime Capital Investment Advisors
Kansas
$196K -$170K -6,062 -47%
PWMG
378
Prestige Wealth Management Group
New Jersey
$177K +$177K +6,300 New
BCM
379
Blume Capital Management
California
$170K -$16.9K -600 -9%
FRA
380
Front Row Advisors
California
$164K – – –
HS
381
Horan Securities
United States
$153K -$114K -4,062 -43%
VNA
382
Valley National Advisers
Pennsylvania
$152K – – –
Wells Fargo
383
Wells Fargo
California
$149K -$13.2K -472 -8%
PCA
384
Providence Capital Advisors
North Carolina
$145K -$64.3K -2,284 -31%
LB
385
Legacy Bridge
Iowa
$144K – – –
BAM
386
Belpointe Asset Management
Nevada
$141K -$140K -4,992 -50%
FWM
387
Filbrandt Wealth Management
Wisconsin
$130K – – –
CF
388
Centaurus Financial
California
$123K -$13.7K -486 -10%
BW
389
Bison Wealth
Georgia
$118K – – –
CAL
390
Capital Analysts LLC
Pennsylvania
$117K +$17.7K +632 +18%
GIP
391
Granite Investment Partners
California
$116K -$848 -30 -0.7%
HWA
392
Heritage Wealth Advisors
Virginia
$116K -$4.22K -150 -4%
TAM
393
Townsend Asset Management
North Carolina
$111K -$6.88K -244 -6%
Carson Wealth (CWM LLC)
394
Carson Wealth (CWM LLC)
Nebraska
$107K – – –
CIAS
395
CBIZ Investment Advisory Services
Ohio
$102K -$140K – –
HI
396
Human Investing
Oregon
$94K +$8.17K +290 +10%
Fidelity Investments
397
Fidelity Investments
Massachusetts
$83K -$26.7K -944 -24%
FHA
398
First Horizon Advisors
Tennessee
$82K – – –
SPIA
399
Steward Partners Investment Advisory
New York
$80K – – –
CFGS
400
Concourse Financial Group Securities
Alabama
$75K +$56.6K +2,012 +307%
14 15
16
17 18