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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
1
Jane Street
New York
$70.1M
2
Bank of America
2
Bank of America
North Carolina
$108M
3
Ameriprise
3
Ameriprise
Minnesota
$198M
4
WANY
4
Wealthspire Advisors (New York)
New York
$20.4M
5
BCM
5
Bluefin Capital Management
New York
$19.8M

Top Sellers

1
MFRM
1
Milliman Financial Risk Management
Illinois
$0
2
BIA
2
Barry Investment Advisors
Massachusetts
$470K
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$132M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$93.7M
5
APP
5
Avantax Planning Partners
Iowa
$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$25.2M +$1.14M +41,978 +5%
BSB
27
Bangor Savings Bank
Maine
$24M +$668K +24,610 +3%
Creative Planning
28
Creative Planning
Kansas
$24M -$4.26M -156,844 -15%
TWP
29
Total Wealth Planning
Ohio
$23.8M -$4.6M -169,546 -16%
MAM
30
Marotta Asset Management
Virginia
$22.3M -$1.18M -43,262 -5%
FMP
31
Financial Management Professionals
Texas
$21.9M +$6.22M +229,096 +40%
CHA
32
Cooper/Haims Advisors
New York
$21.6M -$1.9M -70,182 -8%
WANY
33
Wealthspire Advisors (New York)
New York
$20.4M +$20.4M +750,988 New
WAM
34
Wealthspire Advisors (Maryland)
Maryland
$20.3M -$1.04M -38,354 -5%
BCM
35
Bluefin Capital Management
New York
$19.8M +$19.8M +729,666 New
KBFS
36
Kohmann Bosshard Financial Services
Ohio
$19M -$1.46M -53,676 -7%
Osaic Holdings
37
Osaic Holdings
Arizona
$18.9M +$18.9M +3,506,336 New
Qube Research & Technologies (QRT)
38
Qube Research & Technologies (QRT)
United Kingdom
$18.2M +$14.8M +545,664 +433%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$17.4M -$7.57M -278,868 -30%
BWM
40
BerganKDV Wealth Management
Minnesota
$15.9M -$250K -9,210 -2%
KF
41
Krilogy Financial
Missouri
$15.8M -$987K -36,368 -6%
LIM
42
Leavell Investment Management
Alabama
$15.8M +$361K +13,286 +2%
HCM
43
Horan Capital Management
Maryland
$15.4M +$1.03M +37,794 +7%
MAG
44
Mokosak Advisory Group
Iowa
$14.9M +$2.39M +88,110 +19%
FANJ
45
Financial Architects (New Jersey)
New Jersey
$14.6M +$980K +36,124 +7%
MTC
46
Matrix Trust Company
Colorado
$14.5M -$5.7K -210 -0%
PA
47
Planning Alternatives
Michigan
$14.3M -$247K -9,112 -2%
SWM
48
SVA Wealth Management
Wisconsin
$13.8M +$724K +26,664 +6%
DBRC
49
D.B. Root & Company
Pennsylvania
$13.1M +$2.33M +85,724 +21%
DWM
50
Destination Wealth Management
California
$12.8M -$1.08M -39,624 -8%
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