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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.

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
1
Milliman Financial Risk Management
Illinois
$190M
2
Charles Schwab
2
Charles Schwab
California
$606M
3
Ameriprise
3
Ameriprise
Minnesota
$244M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$52.6M
5
RIM
5
Rockbridge Investment Management
New York
$31.9M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$18.2M
2
Jane Street
2
Jane Street
New York
$1.82M
3
Bank of America
3
Bank of America
North Carolina
$54.5M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$45.5M
5
TF
5
TimeScale Financial
Massachusetts
$8.37M
Name Market Value Shares Shares
Change 		Shares
Change %
PA
51
Planning Alternatives
Michigan
$13.1M 233,454 -30,524 -12%
HFP
52
Holistic Financial Partners
Indiana
$13.1M 233,204 +56,338 +32%
PIMG
53
Patriot Investment Management Group
Tennessee
$12.9M 228,833 +8,696 +4%
FF
54
Friedenthal Financial
New Jersey
$11.9M 211,780 +233 +0.1%
MA
55
MUFG Americas
New York
$11.7M 14 +14 New
NDSI
56
Newman Dignan & Sheerar Inc
Rhode Island
$11.4M 201,248 +1,544 +0.8%
MCCP
57
Mission Creek Capital Partners
California
$11.3M 201,055 -1,602 -0.8%
AA
58
Alesco Advisors
New York
$11.1M 196,917 +4,838 +3%
RPGK
59
Retirement Planning Group (Kansas)
Kansas
$10.8M 191,878 +10,809 +6%
LPL Financial
60
LPL Financial
California
$10.6M 188,423 +8,486 +5%
CCA
61
Clearwater Capital Advisors
Illinois
$10.5M 187,366 +72,264 +63%
PAG
62
Pinnacle Advisory Group
Maryland
$9.95M 176,926 +12,264 +7%
BL
63
BFSG LLC
California
$9.75M 173,267 -9,006 -5%
TC
64
TAP Consulting
Missouri
$9.29M 165,178 +104,641 +173%
UWM
65
USAdvisors Wealth Management
Minnesota
$9.24M 164,360 +27,324 +20%
OWM
66
Opes Wealth Management
California
$9.2M 163,610 -69,119 -30%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$8.53M 151,261 +15,823 +12%
TF
68
TimeScale Financial
Massachusetts
$8.37M 148,954 -825,564 -85%
BIA
69
Bigelow Investment Advisors
Maine
$8.32M 147,983 +39,003 +36%
CCA
70
Cobblestone Capital Advisors
New York
$8.32M 147,897 -6,709 -4%
EK
71
Evensky & Katz
Florida
$8.27M 147,007 +714 +0.5%
OFG
72
Omega Financial Group
California
$8.12M 144,338 -4,475 -3%
FWP
73
FAS Wealth Partners
Kansas
$8.1M 143,929 +6,609 +5%
MWM
74
MorganRosel Wealth Management
Colorado
$7.83M 139,282 +22,788 +20%
SBL
75
Sargent Bickham Lagudis
Colorado
$7.68M 136,528 -53,153 -28%
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