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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

457 hedge funds and large institutions have $3.68B invested in Schwab US Aggregate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 186 increasing their positions, 183 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
457
Holders Change
-10
Holders Change %
-2.14%
% of All Funds
9.39%
Holding in Top 10
53
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-15.87%
% of All Funds
1.09%
New
36
Increased
186
Reduced
183
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFRM
Milliman Financial Risk Management
Illinois
$190M
2
Charles Schwab
Charles Schwab
California
$606M
3
Ameriprise
Ameriprise
Minnesota
$244M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$52.6M
5
BlackRock
BlackRock
New York
$34.3M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$18.2M
2
Jane Street
Jane Street
New York
$1.82M
3
Bank of America
Bank of America
North Carolina
$54.5M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$45.5M
5
TF
TimeScale Financial
Massachusetts
$8.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
451
Gradient Investments
Minnesota
$2K -$8.51K -332 -81%
EWM
452
Elmwood Wealth Management
California
$2K -$7.03K -274 -78%
FCM
453
Firestone Capital Management
Florida
$2K – – –
MSFP
454
Mark Sheptoff Financial Planning
Connecticut
$2K – – –
RDWM
455
Red Door Wealth Management
Tennessee
$2K – – –
CAAS
456
Capital Asset Advisory Services
Michigan
$2K – – –
BFEC
457
Benjamin F. Edwards & Company
Missouri
$1K – – –
WIM
458
Westside Investment Management
California
$3 – – –
WANY
459
Wealthspire Advisors (New York)
New York
– -$20.4M -750,988 Closed
BCM
460
Bluefin Capital Management
New York
– -$19.8M -729,666 Closed
VWA
461
Visionary Wealth Advisors
Illinois
– -$3.87M -142,516 Closed
FFN
462
Focus Financial Network
Minnesota
– -$2.78M -102,354 Closed
CWP
463
Capital Wealth Planning
Florida
– -$2.68M -98,922 Closed
A
464
AdvicePeriod
California
– -$2.52M -92,924 Closed
BCI
465
Brinker Capital Investments
Pennsylvania
– -$1.94M -71,438 Closed
SP
466
SWS Partners
Ohio
– -$1.94M -71,392 Closed
AP
467
Advisors Preferred
Maryland
– -$1.14M -42,122 Closed
GIA
468
Gladstone Institutional Advisory
Florida
– -$523K -19,288 Closed
RWRC
469
R.W. Roge & Company
New York
– -$442K -16,294 Closed
CBFP
470
Cedar Brook Financial Partners
Ohio
– -$433K -15,942 Closed
TSS
471
Two Sigma Securities
New York
– -$419K -15,444 Closed
BCM
472
Breiter Capital Management
Florida
– -$400K -14,744 Closed
SS
473
Sunbelt Securities
Texas
– -$359K -13,536 Closed
RWM
474
Ritholtz Wealth Management
New York
– -$257K -9,476 Closed
MCM
475
Maple Capital Management
Vermont
– -$246K -9,084 Closed
17 18
19
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