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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.

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
1
Charles Schwab
California
$671M
2
Jane Street
2
Jane Street
New York
$40.4M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$196M
4
JIP
4
JBJ Investment Partners
South Carolina
$46.6M
5
Ameriprise
5
Ameriprise
Minnesota
$260M

Top Sellers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$11.8M
2
BlackRock
2
BlackRock
New York
$2.93M
3
PFG
3
Piershale Financial Group
Illinois
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$81.6M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$8.6M
Name Market Value Shares Shares
Change 		Shares
Change %
FMP
26
Financial Management Professionals
Texas
$28.7M 511,770 +39,621 +8%
AWMG
27
Alliance Wealth Management Group
New Jersey
$28M 499,153 +57,700 +13%
TCM
28
Towercrest Capital Management
Pennsylvania
$28M 499,153 +57,700 +13%
AA
29
Ancora Advisors
Ohio
$27.1M 483,061 +8,736 +2%
TWP
30
Total Wealth Planning
Ohio
$27M 482,188 +43,143 +10%
KBFS
31
Kohmann Bosshard Financial Services
Ohio
$26.9M 480,534 +49,344 +11%
BSB
32
Bangor Savings Bank
Maine
$26.8M 478,666 +16,549 +4%
CCWA
33
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$26.4M 470,191 +22,729 +5%
FAIM
34
Financial Advocates Investment Management
Washington
$25.4M 452,855 +192,938 +74%
MAM
35
Marotta Asset Management
Virginia
$25.2M 450,110 +46,203 +11%
Osaic Holdings
36
Osaic Holdings
Arizona
$21.9M 391,153 +67,489 +21%
SWM
37
SVA Wealth Management
Wisconsin
$21.7M 386,259 +101,516 +36%
Creative Planning
38
Creative Planning
Kansas
$20.7M 369,693 -19,019 -5%
HCM
39
Horan Capital Management
Maryland
$18.2M 324,892 +37,170 +13%
LIM
40
Leavell Investment Management
Alabama
$17.7M 314,782 +15,564 +5%
MAG
41
Mokosak Advisory Group
Iowa
$16.6M 295,796 +6,504 +2%
CHA
42
Cooper/Haims Advisors
New York
$16.1M 287,886 -51,389 -15%
DWM
43
Destination Wealth Management
California
$15.9M 283,139 +22,739 +9%
FANJ
44
Financial Architects (New Jersey)
New Jersey
$15.9M 282,855 +8,234 +3%
DBRC
45
D.B. Root & Company
Pennsylvania
$15.5M 276,530 +14,470 +6%
LPL Financial
46
LPL Financial
California
$15.4M 275,116 +86,693 +46%
TC
47
TAP Consulting
Missouri
$13.3M 237,553 +72,375 +44%
PIMG
48
Patriot Investment Management Group
Tennessee
$13.3M 237,455 +8,622 +4%
PAG
49
Pinnacle Advisory Group
Maryland
$12.5M 223,470 +46,544 +26%
Qube Research & Technologies (QRT)
50
Qube Research & Technologies (QRT)
United Kingdom
$11.8M 210,024 -725,878 -78%
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