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

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$190M
2
Jane Street
Jane Street
New York
$6.91M
3
FAIM
Financial Advocates Investment Management
Washington
$0
4
MTC
Matrix Trust Company
Colorado
$0
5
PIMG
Patriot Investment Management Group
Tennessee
$4.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCM
501
Firestone Capital Management
Florida
$2K – – –
PS
502
Planned Solutions
California
$2K – – –
MA
503
MUFG Americas
New York
$1K – – –
GSAM
504
Grant Street Asset Management
Pennsylvania
$1K +$1K +18 New
COCM
505
Charter Oak Capital Management
New Hampshire
$1K +$1K +50 New
WIM
506
Westside Investment Management
California
$3 – – –
FAIM
507
Financial Advocates Investment Management
Washington
– -$25.4M -905,710 Closed
MTC
508
Matrix Trust Company
Colorado
– -$10.9M -390,256 Closed
BAAM
509
Baker Avenue Asset Management
California
– -$3.82M -136,274 Closed
FFN
510
Focus Financial Network
Minnesota
– -$3.28M -117,118 Closed
TI
511
tru Independence
Oregon
– -$573K -20,436 Closed
FA
512
Faithward Advisors
Pennsylvania
– -$357K -12,746 Closed
CAN
513
Cetera Advisor Networks
California
– -$305K -10,884 Closed
BC
514
Burleson & Co
California
– -$284K -10,152 Closed
WCM
515
Weik Capital Management
Pennsylvania
– -$278K -9,920 Closed
ECM
516
Evergreen Capital Management
Washington
– -$267K -9,518 Closed
AWM
517
AE Wealth Management
Kansas
– -$264K -9,418 Closed
ACM
518
Armbruster Capital Management
New York
– -$213K -7,614 Closed
CF
519
Centaurus Financial
California
– -$104K -3,708 Closed
HCA
520
Horan Capital Advisors
Ohio
– -$100K -3,568 Closed
William Blair & Company
521
William Blair & Company
Illinois
– -$89K -3,170 Closed
TRCT
522
Tower Research Capital (TRC)
New York
– -$67K -2,400 Closed
Fifth Third Bancorp
523
Fifth Third Bancorp
Ohio
– -$33K -1,174 Closed
VCM
524
Vigilant Capital Management
Maine
– -$28K -1,008 Closed
AAP
525
Arax Advisory Partners
Colorado
– -$16K -580 Closed
18 19 20
21
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