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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
1
Charles Schwab
California
$792M
2
OIA
2
OneDigital Investment Advisors
Kansas
$149M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$49.9M
4
WANY
4
Wealthspire Advisors (New York)
New York
$28.6M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$110M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$190M
2
Jane Street
2
Jane Street
New York
$6.91M
3
FAIM
3
Financial Advocates Investment Management
Washington
$0
4
MTC
4
Matrix Trust Company
Colorado
$0
5
PIMG
5
Patriot Investment Management Group
Tennessee
$4.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
KBFS
26
Kohmann Bosshard Financial Services
Ohio
$30.4M +$3.13M +110,268 +11%
TWP
27
Total Wealth Planning
Ohio
$29.7M +$2.71M +96,614 +10%
WANY
28
Wealthspire Advisors (New York)
New York
$28.6M +$28.6M +1,021,700 New
AWMG
29
Alliance Wealth Management Group
New Jersey
$28.6M +$626K +22,350 +2%
TCM
30
Towercrest Capital Management
Pennsylvania
$28.6M +$626K +22,350 +2%
AA
31
Ancora Advisors
Ohio
$28.1M +$1.03M +36,870 +4%
MAM
32
Marotta Asset Management
Virginia
$27.2M +$2.02M +72,084 +8%
CCWA
33
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$26.8M +$482K +17,216 +2%
DWM
34
Destination Wealth Management
California
$26.3M +$10.5M +373,730 +66%
Osaic Holdings
35
Osaic Holdings
Arizona
$25.1M +$3.2M +114,346 +15%
FMP
36
Financial Management Professionals
Texas
$25.1M -$3.59M -128,260 -13%
Creative Planning
37
Creative Planning
Kansas
$23.9M +$3.22M +115,058 +16%
BSB
38
Bangor Savings Bank
Maine
$22M -$4.85M -172,956 -18%
SWM
39
SVA Wealth Management
Wisconsin
$21M -$647K -23,080 -3%
RA
40
Rational Advisors
New York
$18.4M +$12.5M +446,898 +212%
LIM
41
Leavell Investment Management
Alabama
$18.4M +$772K +27,562 +4%
HCM
42
Horan Capital Management
Maryland
$18M -$248K -8,864 -1%
MAG
43
Mokosak Advisory Group
Iowa
$17.4M +$854K +30,506 +5%
WAM
44
WNY Asset Management
New York
$16.6M +$16.6M +593,216 New
LPL Financial
45
LPL Financial
California
$16.3M +$846K +30,210 +5%
DBRC
46
D.B. Root & Company
Pennsylvania
$16M +$463K +16,532 +3%
FANJ
47
Financial Architects (New Jersey)
New Jersey
$15.8M -$26.3K -938 -0.2%
SAF
48
Smith Anglin Financial
Texas
$15.7M +$15.7M +561,620 New
TC
49
TAP Consulting
Missouri
$15.4M +$2.12M +75,702 +16%
Cerity Partners
50
Cerity Partners
New York
$14.8M +$14.8M +526,490 New
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