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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 %
AWM
451
Atticus Wealth Management
Florida
$55K +$9.2K +330 +20%
MHR
452
Matthew Hamilton Rosenberg
$52K – – –
VFA
453
Valeo Financial Advisors
Indiana
$50K +$617 +22 +1%
CIR
454
Clear Investment Research
Georgia
$42K – – –
VC
455
Vestor Capital
Illinois
$42K +$42K +1,510 New
PO
456
Private Ocean
California
$41K +$335 +12 +0.8%
RPCA
457
Running Point Capital Advisors
California
$40K +$40K +1,432 New
MIM
458
Macroview Investment Management
Maryland
$39K +$278 +10 +0.7%
MFT
459
Moisand Fitzgerald Tamayo
Florida
$38K -$11.6K -412 -23%
PIP
460
Peachtree Investment Partners
Florida
$36K +$36K +1,300 New
AssetMark Inc
461
AssetMark Inc
California
$35K +$35K +1,256 New
MAM
462
McCarthy Asset Management
California
$34K +$34K +1,212 New
AFG
463
Albion Financial Group
Utah
$33K +$33K +1,170 New
BAM
464
Bellevue Asset Management
Washington
$31K – – –
CCA
465
Column Capital Advisors
Indiana
$30K – – –
CIAS
466
CBIZ Investment Advisory Services
Ohio
$30K -$112K – –
SIAG
467
Signet Investment Advisory Group
Rhode Island
$30K +$30K +1,068 New
AF
468
Allworth Financial
California
$29K – – –
ICM
469
Islay Capital Management
Texas
$28K – – –
CI
470
Cordant Inc
Oregon
$27K +$2.26K +82 +9%
CWC
471
Carolinas Wealth Consulting
North Carolina
$23K +$23K +806 New
CHA
472
Carmichael Hill & Associates
Maryland
$22K +$9.46K +344 +75%
FPB
473
First PREMIER Bank
South Dakota
$21K – – –
CAM
474
Costello Asset Management
Pennsylvania
$20K – – –
Citigroup
475
Citigroup
New York
$20K +$7.37K +266 +58%
17 18
19
20 21