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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
Jane Street
New York
+$70.1M
2
Bank of America
Bank of America
North Carolina
+$66.1M
3
Ameriprise
Ameriprise
Minnesota
+$45.1M
4
WANY
Wealthspire Advisors (New York)
New York
+$20.4M
5
BCM
Bluefin Capital Management
New York
+$19.8M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
-$184M
2
BIA
Barry Investment Advisors
Massachusetts
-$25.5M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$17.3M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$16.5M
5
APP
Avantax Planning Partners
Iowa
-$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
476
Atria Investments
North Carolina
– -$1.62M -60,562 Closed
RJFSA
477
Raymond James Financial Services Advisors
Florida
– -$1.2M -44,834 Closed
GSWM
478
Golden State Wealth Management
California
– -$1.01M -37,924 Closed
NC
479
NovaPoint Capital
Georgia
– -$800K -29,964 Closed
HA
480
HC Advisors
Georgia
– -$745K -27,898 Closed
ACA
481
Ackerman Capital Advisors
Texas
– -$720K -26,950 Closed
CIA
482
Compass Ion Advisors
Pennsylvania
– -$639K -23,922 Closed
Citadel Advisors
483
Citadel Advisors
Florida
– -$581K -21,756 Closed
OC
484
Oarsman Capital
Wisconsin
– -$493K -18,466 Closed
FLA
485
Financial Life Advisors
Texas
– -$491K -18,392 Closed
Nomura Asset Management
486
Nomura Asset Management
Japan
– -$482K -18,060 Closed
ACM
487
AlphaStar Capital Management
North Carolina
– -$445K -16,652 Closed
IC
488
IEQ Capital
California
– -$381K -14,250 Closed
CIA
489
Capital Investment Advisors
Georgia
– -$278K -10,404 Closed
OCG
490
Opus Capital Group
Ohio
– -$257K -9,612 Closed
UB
491
UMB Bank
Missouri
– -$235K -8,796 Closed
CIAS
492
Capital Investment Advisory Services
North Carolina
– -$230K -8,600 Closed
LSAG
493
Lake Street Advisors Group
New Hampshire
– -$228K -8,528 Closed
TI
494
tru Independence
Oregon
– -$231K -8,526 Closed
CWM
495
Confluence Wealth Management
Oregon
– -$216K -8,086 Closed
SAM
496
Summit Asset Management
Tennessee
– -$205K -7,664 Closed
SQA
497
Simon Quick Advisors
New Jersey
– -$164K -6,136 Closed
HCA
498
Horan Capital Advisors
Ohio
– -$92K -3,428 Closed
SFSIG
499
San Francisco Sentry Investment Group
California
– -$21K -800 Closed
WHG
500
Westwood Holdings Group
Texas
– -$16K -608 Closed
17 18 19
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