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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.

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
1
Jane Street
New York
$70.1M
2
Bank of America
2
Bank of America
North Carolina
$108M
3
Ameriprise
3
Ameriprise
Minnesota
$198M
4
WANY
4
Wealthspire Advisors (New York)
New York
$20.4M
5
BCM
5
Bluefin Capital Management
New York
$19.8M

Top Sellers

1
MFRM
1
Milliman Financial Risk Management
Illinois
$0
2
BIA
2
Barry Investment Advisors
Massachusetts
$470K
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$132M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$93.7M
5
APP
5
Avantax Planning Partners
Iowa
$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWM
51
Opes Wealth Management
California
$12.6M -$5.8M -213,774 -31%
PIMG
52
Patriot Investment Management Group
Tennessee
$11.9M +$13.6K +502 +0.1%
FF
53
Friedenthal Financial
New Jersey
$11.5M -$1.03M -38,004 -8%
AWS
54
AJ Wealth Strategies
New York
$11.4M -$509K -18,744 -4%
NDSI
55
Newman Dignan & Sheerar Inc
Rhode Island
$11.1M +$430K +15,454 +4%
MCCP
56
Mission Creek Capital Partners
California
$11M +$11M +405,314 New
AA
57
Alesco Advisors
New York
$10.4M -$3.28M -121,020 -24%
SBL
58
Sargent Bickham Lagudis
Colorado
$10.3M +$3.36M +123,892 +48%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$10M +$651 +24 +0%
BL
60
BFSG LLC
California
$9.89M -$359K -13,244 -4%
RPGK
61
Retirement Planning Group (Kansas)
Kansas
$9.83M -$5.9M -217,246 -37%
LPL Financial
62
LPL Financial
California
$9.77M +$942K +34,710 +11%
HFP
63
Holistic Financial Partners
Indiana
$9.6M +$9.6M +353,732 New
PAG
64
Pinnacle Advisory Group
Maryland
$8.94M +$267K +9,856 +3%
CCA
65
Cobblestone Capital Advisors
New York
$8.39M -$1.35M -49,622 -14%
OFG
66
Omega Financial Group
California
$8.08M -$172K -6,340 -2%
EK
67
Evensky & Katz
Florida
$7.94M -$940K -34,656 -11%
FWP
68
FAS Wealth Partners
Kansas
$7.45M +$268K +9,884 +4%
UWM
69
USAdvisors Wealth Management
Minnesota
$7.44M -$2.98M -109,702 -29%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$7.36M -$221K -8,140 -3%
VWA
71
VERITY Wealth Advisors
United States
$7.15M -$3.01M -111,068 -30%
RC
72
Roundview Capital
New Jersey
$7.09M +$290K +10,670 +4%
Morgan Stanley
73
Morgan Stanley
New York
$6.98M -$13.7M -505,086 -66%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$6.91M -$548K -20,108 -7%
AWM
75
Argent Wealth Management
Massachusetts
$6.48M -$1.67M -60,868 -20%
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