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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 %
FM
401
Foster & Motley
Ohio
$235K -$2.41K -86 -1%
SIS
402
SVB Investment Services
Utah
$234K -$5.11K -182 -2%
ODCM
403
Old Dominion Capital Management
Virginia
$234K – – –
PCMC
404
Private Capital Management (Colorado)
Colorado
$232K +$232K +8,272 New
SNBOSD
405
Security National Bank of So Dak
Iowa
$231K – – –
PA
406
PFG Advisors
Arizona
$228K +$16.9K +604 +8%
APW
407
Aurora Private Wealth
New Jersey
$228K +$23.3K +832 +11%
TLFA
408
True Link Financial Advisors
California
$223K +$223K +7,960 New
BIA
409
Barry Investment Advisors
Massachusetts
$221K +$897 +32 +0.4%
Stifel Financial
410
Stifel Financial
Missouri
$221K +$18.3K +654 +9%
KLI
411
Kelman-Lazarov Inc
Tennessee
$219K – – –
JWS
412
Juncture Wealth Strategies
Arizona
$218K +$218K +7,772 New
MCM
413
Maple Capital Management
Vermont
$213K +$4.48K +160 +2%
LSAG
414
Lake Street Advisors Group
New Hampshire
$213K +$6.57K +234 +3%
RC
415
Rinet Company
Massachusetts
$210K – – –
Prudential Financial
416
Prudential Financial
New Jersey
$207K +$2.97K +106 +1%
APA
417
American Portfolios Advisors
New York
$205K -$195K -6,944 -49%
TC
418
Truvestments Capital
Florida
$203K +$1.57K +56 +0.8%
OCG
419
Opus Capital Group
Ohio
$202K +$1.51K +54 +0.8%
AC
420
Alexandria Capital
Virginia
$200K +$200K +7,150 New
FWM
421
Filbrandt Wealth Management
Wisconsin
$190K +$24.6K +880 +15%
FRA
422
Front Row Advisors
California
$163K – – –
Fidelity Investments
423
Fidelity Investments
Massachusetts
$160K -$11.7K -416 -7%
BCM
424
Blume Capital Management
California
$158K -$11.2K -400 -7%
OIA
425
Optimum Investment Advisors
Illinois
$149K +$7.46K +266 +5%
15 16
17
18 19