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

Top Sellers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$11.8M
2
BlackRock
BlackRock
New York
$2.93M
3
PFG
Piershale Financial Group
Illinois
$0
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$81.6M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$8.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCG
376
Opus Capital Group
Ohio
$200K – – –
ACA
377
Aptus Capital Advisors
Alabama
$194K -$4.48K -160 -2%
PWMG
378
Prestige Wealth Management Group
New Jersey
$177K – – –
Fidelity Investments
379
Fidelity Investments
Massachusetts
$171K +$88.9K +3,176 +108%
BCM
380
Blume Capital Management
California
$169K – – –
FWM
381
Filbrandt Wealth Management
Wisconsin
$166K +$35.9K +1,280 +28%
FRA
382
Front Row Advisors
California
$164K – – –
BAM
383
Belpointe Asset Management
Nevada
$155K +$13.7K +486 +10%
VNA
384
Valley National Advisers
Pennsylvania
$146K -$5.1K -182 -3%
SPIA
385
Steward Partners Investment Advisory
New York
$145K +$65.5K +2,344 +82%
LB
386
Legacy Bridge
Iowa
$144K – – –
OIA
387
Optimum Investment Advisors
Illinois
$142K +$80.4K +2,860 +131%
BW
388
Bison Wealth
Georgia
$118K – – –
HS
389
Horan Securities
United States
$116K -$36.3K -1,296 -24%
GIP
390
Granite Investment Partners
California
$115K – – –
CIAS
391
CBIZ Investment Advisory Services
Ohio
$112K -$102K – –
TAM
392
Townsend Asset Management
North Carolina
$111K +$449 +16 +0.4%
CAL
393
Capital Analysts LLC
Pennsylvania
$110K -$6.72K -240 -6%
HWA
394
Heritage Wealth Advisors
Virginia
$110K -$5.61K -200 -5%
Wells Fargo
395
Wells Fargo
California
$108K -$40.9K -1,462 -27%
Carson Wealth (CWM LLC)
396
Carson Wealth (CWM LLC)
Nebraska
$107K – – –
CF
397
Centaurus Financial
California
$104K -$18.6K -662 -15%
HCA
398
Horan Capital Advisors
Ohio
$100K +$100K +3,568 New
HI
399
Human Investing
Oregon
$98K +$4.06K +144 +4%
William Blair & Company
400
William Blair & Company
Illinois
$89K +$89K +3,170 New
14 15
16
17 18