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Schwab US Aggregate Bond ETF
SCHZ

507 hedge funds and large institutions have $4.3B invested in Schwab US Aggregate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 223 increasing their positions, 148 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 21

51% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 148

13% more capital invested

Capital invested by funds: $3.82B → $4.3B (+$480M)

10% more funds holding

Funds holding: 461 → 507 (+46)

7.27% more ownership

Funds ownership: 91.9% → 99.17% (+7.3%)

6% more funds holding in top 10

Funds holding in top 10: 51 → 54 (+3)

Holders
507
Holders Change
+46
Holders Change %
+9.98%
% of All Funds
8.97%
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
223
Reduced
148
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$121M
2
OIA
OneDigital Investment Advisors
Kansas
+$88.6M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$38M
4
WANY
Wealthspire Advisors (New York)
New York
+$28.6M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$28.1M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$69.6M
2
Jane Street
Jane Street
New York
-$33.4M
3
FAIM
Financial Advocates Investment Management
Washington
-$25.4M
4
MTC
Matrix Trust Company
Colorado
-$10.9M
5
PIMG
Patriot Investment Management Group
Tennessee
-$9.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
501
Gradient Investments
Minnesota
$2K – – –
MSFP
502
Mark Sheptoff Financial Planning
Connecticut
$2K – – –
PS
503
Planned Solutions
California
$2K – – –
MA
504
MUFG Americas
New York
$1K – – –
GSAM
505
Grant Street Asset Management
Pennsylvania
$1K +$503 +18 New
COCM
506
Charter Oak Capital Management
New Hampshire
$1K +$1.4K +50 New
WIM
507
Westside Investment Management
California
$3 – – –
FAIM
508
Financial Advocates Investment Management
Washington
– -$25.4M -905,710 Closed
MTC
509
Matrix Trust Company
Colorado
– -$10.9M -390,256 Closed
BAAM
510
Baker Avenue Asset Management
California
– -$3.82M -136,274 Closed
FFN
511
Focus Financial Network
Minnesota
– -$3.28M -117,118 Closed
TI
512
tru Independence
Oregon
– -$573K -20,436 Closed
FA
513
Faithward Advisors
Pennsylvania
– -$357K -12,746 Closed
CAN
514
Cetera Advisor Networks
California
– -$305K -10,884 Closed
BC
515
Burleson & Co
California
– -$284K -10,152 Closed
WCM
516
Weik Capital Management
Pennsylvania
– -$278K -9,920 Closed
ECM
517
Evergreen Capital Management
Washington
– -$267K -9,518 Closed
AWM
518
AE Wealth Management
Kansas
– -$264K -9,418 Closed
ACM
519
Armbruster Capital Management
New York
– -$213K -7,614 Closed
CF
520
Centaurus Financial
California
– -$104K -3,708 Closed
HCA
521
Horan Capital Advisors
Ohio
– -$100K -3,568 Closed
William Blair & Company
522
William Blair & Company
Illinois
– -$89K -3,170 Closed
TRCT
523
Tower Research Capital (TRC)
New York
– -$67K -2,400 Closed
Fifth Third Bancorp
524
Fifth Third Bancorp
Ohio
– -$33K -1,174 Closed
VCM
525
Vigilant Capital Management
Maine
– -$28K -1,008 Closed
18 19 20
21
22

SCHZ Hedge Fund Activity: Q4 2020 in Review

507 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q4 2020, worth a combined $4.3B — up 13% from $3.82B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new SCHZ positions and 21 closed out — a net gain of 54 holders — while 223 added to existing stakes and 148 trimmed.

The largest buyer was Charles Schwab, adding an estimated $121M. The largest seller was Ameriprise, cutting an estimated $69.6M.

  • 507 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q4 2020, up from 461 in Q3 2020.
  • Funds reported $4.3B of Schwab US Aggregate Bond ETF stock for Q4 2020, up 13% quarter-over-quarter.
  • 75 funds opened new Schwab US Aggregate Bond ETF positions in Q4 2020 and 21 closed out, a net change of +54 holders.
  • The largest Schwab US Aggregate Bond ETF buyer in Q4 2020 was Charles Schwab, an estimated $121M added.
  • The largest Schwab US Aggregate Bond ETF seller in Q4 2020 was Ameriprise, an estimated $69.6M sold.

Based on aggregated 13F filings for Q4 2020.