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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

467 hedge funds and large institutions have $3.33B invested in Schwab US Aggregate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 156 increasing their positions, 210 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
+10
Holders Change %
+2.19%
% of All Funds
10.32%
Holding in Top 10
63
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+21.15%
% of All Funds
1.39%
New
58
Increased
156
Reduced
210
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$70.1M
2
Bank of America
Bank of America
North Carolina
+$66.1M
3
Ameriprise
Ameriprise
Minnesota
+$45.1M
4
WANY
Wealthspire Advisors (New York)
New York
+$20.4M
5
BCM
Bluefin Capital Management
New York
+$19.8M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
-$184M
2
BIA
Barry Investment Advisors
Massachusetts
-$25.5M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$17.3M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$16.5M
5
APP
Avantax Planning Partners
Iowa
-$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFFP
451
Center for Financial Planning
Michigan
$5K +$5K +196 New
FEG
452
Financial Enhancement Group
Indiana
$5K +$5K +200 New
FCA
453
FinTrust Capital Advisors
South Carolina
$4K – – –
HWA
454
HCR Wealth Advisors
California
$4K – – –
IF
455
Ironwood Financial
Arizona
$3K – – –
JFA
456
JNBA Financial Advisors
Minnesota
$3K – – –
SJIM
457
St. Johns Investment Management
Florida
$3K – – –
AC
458
AlphaCore Capital
California
$3K – – –
SWM
459
Selective Wealth Management
Virginia
$3K +$48 +2 +2%
CAGAS
460
Capital Advisory Group Advisory Services
Minnesota
$2K -$157K -4,860 -99%
CAAS
461
Capital Asset Advisory Services
Michigan
$2K -$43.9K -1,538 -96%
FCM
462
Firestone Capital Management
Florida
$2K – – –
MSFP
463
Mark Sheptoff Financial Planning
Connecticut
$2K +$2K +74 New
RDWM
464
Red Door Wealth Management
Tennessee
$2K +$2K +100 New
BFEC
465
Benjamin F. Edwards & Company
Missouri
$1K – – –
WA
466
WBH Advisory
Maryland
$985 -$34 -1,258 -3%
FGAM
467
Financial Gravity Asset Management
Texas
$53 – – –
WIM
468
Westside Investment Management
California
$3 +$3 +134 New
MFRM
469
Milliman Financial Risk Management
Illinois
– -$184M -6,879,172 Closed
IAA
470
Independent Advisor Alliance
North Carolina
– -$12M -450,222 Closed
CWM
471
CCG Wealth Management
California
– -$3.74M -140,012 Closed
SFS
472
Strategic Financial Services
New York
– -$2.81M -105,034 Closed
MAG
473
Mayfair Advisory Group
Alabama
– -$1.89M -70,588 Closed
SC
474
Slow Capital
California
– -$1.69M -63,302 Closed
EW
475
Element Wealth
Mississippi
– -$1.65M -61,592 Closed
17 18
19
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