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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.

New
Increased
Maintained
Reduced
Closed
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
Milliman Financial Risk Management
Illinois
$190M
2
Charles Schwab
Charles Schwab
California
$606M
3
Ameriprise
Ameriprise
Minnesota
$244M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$52.6M
5
BlackRock
BlackRock
New York
$34.3M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$18.2M
2
Jane Street
Jane Street
New York
$1.82M
3
Bank of America
Bank of America
North Carolina
$54.5M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$45.5M
5
TF
TimeScale Financial
Massachusetts
$8.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
RM
476
Resource Management
Louisiana
– -$244K -9,006 Closed
WCM
477
Weik Capital Management
Pennsylvania
– -$228K -8,420 Closed
IWC
478
Integrated Wealth Concepts
Massachusetts
– -$219K -8,054 Closed
IWM
479
IHT Wealth Management
Illinois
– -$218K -8,052 Closed
GC
480
Gratus Capital
Georgia
– -$213K -7,864 Closed
SAM
481
SignalPoint Asset Management
Missouri
– -$210K -7,750 Closed
RJA
482
Raymond James & Associates
Florida
– -$210K -7,742 Closed
FA
483
Financial Advisors
Massachusetts
– -$208K -7,648 Closed
GWS
484
Glassman Wealth Services
Virginia
– -$157K -5,790 Closed
TRCT
485
Tower Research Capital (TRC)
New York
– -$119K -4,400 Closed
PMFA
486
Plante Moran Financial Advisors
Michigan
– -$110K -4,056 Closed
NG
487
NWK Group
California
– -$63K -2,328 Closed
FGAM
488
Financial Gravity Asset Management
Texas
– -$53 -1,938 Closed
AA
489
Advisory Alpha
Michigan
– -$51.8K -1,908 Closed
PCM
490
Penserra Capital Management
California
– -$47K -1,728 Closed
MWM
491
MBE Wealth Management
Wisconsin
– -$37K -1,392 Closed
AAP
492
Arax Advisory Partners
Colorado
– -$11K -392 Closed
SIM
493
Sonora Investment Management
Arizona
– -$10K -380 Closed
HI
494
Hudock Inc
Pennsylvania
– -$10K -370 Closed
CCMW
495
Cypress Capital Management (Wyoming)
Wyoming
– -$8K -300 Closed
FEG
496
Financial Enhancement Group
Indiana
– -$5K -200 Closed
CFFP
497
Center for Financial Planning
Michigan
– -$5K -196 Closed
HWA
498
HCR Wealth Advisors
California
– -$4K -132 Closed
SJIM
499
St. Johns Investment Management
Florida
– -$3K -108 Closed
CAGAS
500
Capital Advisory Group Advisory Services
Minnesota
– -$2K -62 Closed
17 18 19
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