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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
$792M
2
OIA
OneDigital Investment Advisors
Kansas
$149M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$49.9M
4
WANY
Wealthspire Advisors (New York)
New York
$28.6M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$110M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$190M
2
Jane Street
Jane Street
New York
$6.91M
3
FAIM
Financial Advocates Investment Management
Washington
$0
4
MTC
Matrix Trust Company
Colorado
$0
5
PIMG
Patriot Investment Management Group
Tennessee
$4.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMA
376
Cedar Mountain Advisors
Oregon
$277K +$23.3K +830 +9%
MPW
377
MA Private Wealth
California
$275K -$14K -500 -5%
CFA
378
Cahill Financial Advisors
Minnesota
$275K +$4.93K +176 +2%
ATC
379
Argent Trust Co
Tennessee
$275K +$275K +9,804 New
CSIA
380
Charles Schwab Investment Advisory
California
$273K +$273K +9,766 New
CWM
381
Curi Wealth Management
North Carolina
$270K +$270K +9,656 New
RWM
382
RBA Wealth Management
California
$267K +$3.69K +132 +1%
SBH
383
Segall Bryant & Hamill
Illinois
$265K – – –
CAG
384
Crestwood Advisors Group
Massachusetts
$260K -$303K -10,816 -54%
RCC
385
Red Cedar Capital
Nebraska
$260K +$1.96K +70 +0.8%
LFG
386
Larson Financial Group
Missouri
$253K +$29.1K +1,040 +13%
FHC
387
Fort Henry Capital
West Virginia
$251K +$251K +8,968 New
REMPR
388
Roof Eidam Maycock Peralta (REMP)
California
$250K – – –
HA
389
Harborview Advisors
Maine
$248K -$107K -3,796 -30%
PA
390
Pinnacle Associates
New York
$247K +$7K +250 +3%
SWM
391
Southern Wealth Management
Texas
$245K +$3.75K +134 +2%
FSWA
392
Financial Synergies Wealth Advisors
Texas
$245K -$385K -13,742 -61%
FCIM
393
Fairview Capital Investment Management
California
$243K -$11.2K -400 -4%
RJA
394
Raymond James & Associates
Florida
$242K -$58.9K -2,102 -20%
CIAS
395
Capital Investment Advisory Services
North Carolina
$242K -$8.64K -308 -3%
CMO
396
Covenant Multifamily Offices
Texas
$241K – – –
OWM
397
Orgel Wealth Management
Wisconsin
$240K – – –
CA
398
Cambridge Advisors
Nebraska
$237K – – –
XF
399
XML Financial
Maryland
$237K – – –
MWM
400
Meridian Wealth Management
Kentucky
$236K +$9.68K +346 +4%
14 15
16
17 18