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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.

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
1
Milliman Financial Risk Management
Illinois
$190M
2
Charles Schwab
2
Charles Schwab
California
$606M
3
Ameriprise
3
Ameriprise
Minnesota
$244M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$52.6M
5
RIM
5
Rockbridge Investment Management
New York
$31.9M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$18.2M
2
Jane Street
2
Jane Street
New York
$1.82M
3
Bank of America
3
Bank of America
North Carolina
$54.5M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$45.5M
5
TF
5
TimeScale Financial
Massachusetts
$8.37M
Name Market Value Shares Shares
Change 		Shares
Change %
PFG
26
Piershale Financial Group
Illinois
$27.2M 484,120 +484,120 New
AA
27
Ancora Advisors
Ohio
$26.7M 474,325 +4,804 +1%
WAM
28
Wealthspire Advisors (Maryland)
Maryland
$26.7M 473,921 +99,063 +26%
FMP
29
Financial Management Professionals
Texas
$26.6M 472,149 +68,293 +17%
BSB
30
Bangor Savings Bank
Maine
$26M 462,117 +19,450 +4%
CCWA
31
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$25.2M 447,462 +447,462 New
AWMG
32
Alliance Wealth Management Group
New Jersey
$24.8M 441,453 -24,040 -5%
TCM
33
Towercrest Capital Management
Pennsylvania
$24.8M 441,453 -24,040 -5%
TWP
34
Total Wealth Planning
Ohio
$24.7M 439,045 +1,071 +0.2%
KBFS
35
Kohmann Bosshard Financial Services
Ohio
$24.3M 431,190 +81,625 +23%
MAM
36
Marotta Asset Management
Virginia
$22.7M 403,907 -6,134 -1%
Creative Planning
37
Creative Planning
Kansas
$21.9M 388,712 -52,657 -12%
CHA
38
Cooper/Haims Advisors
New York
$19.1M 339,275 -58,699 -15%
Osaic Holdings
39
Osaic Holdings
Arizona
$18.2M 323,664 -1,429,504 -82%
LIM
40
Leavell Investment Management
Alabama
$16.8M 299,218 +7,603 +3%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$16.5M 294,208 -26,518 -8%
MAG
42
Mokosak Advisory Group
Iowa
$16.3M 289,292 +15,806 +6%
HCM
43
Horan Capital Management
Maryland
$16.2M 287,722 +4,607 +2%
SWM
44
SVA Wealth Management
Wisconsin
$16M 284,743 +30,689 +12%
FANJ
45
Financial Architects (New Jersey)
New Jersey
$15.4M 274,621 +5,697 +2%
MTC
46
Matrix Trust Company
Colorado
$15.1M 268,760 +839 +0.3%
DBRC
47
D.B. Root & Company
Pennsylvania
$14.7M 262,060 +19,815 +8%
DWM
48
Destination Wealth Management
California
$14.6M 260,400 +23,788 +10%
FAIM
49
Financial Advocates Investment Management
Washington
$14.6M 259,917 +189,850 +271%
AWS
50
AJ Wealth Strategies
New York
$13.7M 243,804 +33,175 +16%
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