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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 %
VCM
426
Vigilant Capital Management
Maine
$28K +$28K +1,008 New
CI
427
Cordant Inc
Oregon
$25K +$2.68K +96 +12%
CAAS
428
Capital Asset Advisory Services
Michigan
$23K +$21K +738 +1,054%
TCM
429
Tradewinds Capital Management
Washington
$21K +$56 +2 +0.3%
FPB
430
First PREMIER Bank
South Dakota
$21K +$21K +760 New
CAM
431
Costello Asset Management
Pennsylvania
$20K – – –
BCM
432
Bourgeon Capital Management
Connecticut
$17K – – –
CIA
433
Cascade Investment Advisors
Oregon
$16.8K – – –
AAP
434
Arax Advisory Partners
Colorado
$16K +$16K +580 New
SWA
435
Sutton Wealth Advisors
Florida
$15K – – –
LWM
436
Liberty Wealth Management
California
$15K – – –
CWM
437
Cedar Wealth Management
California
$13K – – –
CHA
438
Carmichael Hill & Associates
Maryland
$13K – – –
MCM
439
Manchester Capital Management
Vermont
$13K +$115 +4 +0.9%
Citigroup
440
Citigroup
New York
$13K +$1.31K +46 +11%
SFSG
441
Stearns Financial Services Group
North Carolina
$11K -$1.48K -52 -12%
CA
442
Clearstead Advisors
Ohio
$10K -$486 -18 -5%
UWM
443
USAdvisors Wealth Management
Minnesota
$9.3K +$66 +2,346 +0.7%
MAWCM
444
Mine & Arao Wealth Creation & Management
California
$9K – – –
Rockefeller Capital Management
445
Rockefeller Capital Management
New York
$8K – – –
PFGIA
446
Patriot Financial Group Insurance Agency
Massachusetts
$6K +$270 +10 +5%
HCM
447
Horrell Capital Management
Arkansas
$5K – – –
SWM
448
Selective Wealth Management
Virginia
$4K – – –
IF
449
Ironwood Financial
Arizona
$3K – – –
GI
450
Gradient Investments
Minnesota
$2K – – –
16 17
18
19 20