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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 %
MSFP
451
Mark Sheptoff Financial Planning
Connecticut
$2K – – –
EWM
452
Elmwood Wealth Management
California
$2K – – –
FCM
453
Firestone Capital Management
Florida
$2K – – –
PS
454
Planned Solutions
California
$2K +$2K +82 New
Koshinski Asset Management
455
Koshinski Asset Management
Illinois
$1.44K +$124 +4,444 +9%
MA
456
MUFG Americas
New York
$1K – – –
BFEC
457
Benjamin F. Edwards & Company
Missouri
$1K – – –
BBPWM
458
Blue Bell Private Wealth Management
Pennsylvania
$1K +$1K +28 New
JCM
459
Jacobi Capital Management
Pennsylvania
$1K +$1K +40 New
FCA
460
FinTrust Capital Advisors
South Carolina
$4 – – –
WIM
461
Westside Investment Management
California
$3 – – –
PFG
462
Piershale Financial Group
Illinois
– -$27.2M -968,240 Closed
Cerity Partners
463
Cerity Partners
New York
– -$7.34M -261,080 Closed
WCG
464
Wall Capital Group
Arizona
– -$5.15M -183,016 Closed
CWS
465
Cypress Wealth Services
California
– -$3.49M -124,112 Closed
OMC
466
Old Mission Capital
Illinois
– -$2.95M -104,822 Closed
First Trust Advisors
467
First Trust Advisors
Illinois
– -$2.56M -91,146 Closed
GC
468
Garde Capital
Washington
– -$2.39M -84,806 Closed
WWM
469
WT Wealth Management
Arizona
– -$1.35M -48,076 Closed
GI
470
GS Investments
Minnesota
– -$504K -17,914 Closed
HF
471
HRT Financial
New York
– -$352K -12,518 Closed
W
472
Wealthquest
Ohio
– -$342K -12,194 Closed
WOSD
473
WFA of San Diego
California
– -$323K -11,474 Closed
CA
474
Continuum Advisory
Idaho
– -$243K -8,680 Closed
PCMC
475
Private Capital Management (Colorado)
Colorado
– -$240K -8,544 Closed
16 17 18
19
20