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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

460 hedge funds and large institutions have $3.81B invested in Schwab US Aggregate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 232 increasing their positions, 128 reducing their positions, and 24 closing their positions.

Holders
460
Holders Change
+3
Holders Change %
+0.66%
% of All Funds
9.31%
Holding in Top 10
51
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.77%
% of All Funds
1.03%
New
35
Increased
232
Reduced
128
Closed
24
Calls
–
Puts
$3.53M
Net Calls
-$3.53M
Net Calls Change
-$3.53M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$671M
2
Jane Street
2
Jane Street
New York
$40.4M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$196M
4
JIP
4
JBJ Investment Partners
South Carolina
$46.6M
5
Ameriprise
5
Ameriprise
Minnesota
$260M

Top Sellers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$11.8M
2
BlackRock
2
BlackRock
New York
$2.93M
3
PFG
3
Piershale Financial Group
Illinois
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$81.6M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$8.6M
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$11.7M 208,979 +99,645 +91%
AWS
52
AJ Wealth Strategies
New York
$11.7M 207,906 -35,898 -15%
RPGK
53
Retirement Planning Group (Kansas)
Kansas
$11.5M 204,909 +13,031 +7%
CCA
54
Clearwater Capital Advisors
Illinois
$11.3M 202,081 +14,715 +8%
NDSI
55
Newman Dignan & Sheerar Inc
Rhode Island
$11.3M 201,717 +469 +0.2%
HFP
56
Holistic Financial Partners
Indiana
$11.1M 198,487 -34,717 -15%
MCCP
57
Mission Creek Capital Partners
California
$11.1M 197,308 -3,747 -2%
MTC
58
Matrix Trust Company
Colorado
$10.9M 195,128 -73,632 -27%
BL
59
BFSG LLC
California
$10.8M 192,323 +19,056 +11%
FF
60
Friedenthal Financial
New Jersey
$10.7M 190,930 -20,850 -10%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$10.1M 180,657 +29,396 +19%
BIA
62
Bigelow Investment Advisors
Maine
$9.95M 177,371 +29,388 +20%
AA
63
Alesco Advisors
New York
$9.52M 169,668 -27,249 -14%
TWM
64
Triton Wealth Management
Arizona
$9.32M 166,667 +145,065 +672%
FWP
65
FAS Wealth Partners
Kansas
$9.05M 161,437 +17,508 +12%
MWM
66
MorganRosel Wealth Management
Colorado
$8.86M 157,924 +18,642 +13%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$8.6M 153,411 -140,797 -48%
OFG
68
Omega Financial Group
California
$8.3M 148,064 +3,726 +3%
EK
69
Evensky & Katz
Florida
$8.25M 147,047 +40 +0%
NRI
70
NFP Retirement Inc
California
$8.24M 146,929 +13,833 +10%
NYLIM
71
New York Life Investment Management
New York
$8.09M 144,170 +117,290 +436%
PMG
72
ProVise Management Group
Florida
$8.08M 144,032 +53,502 +59%
UBS Group
73
UBS Group
Switzerland
$7.85M 139,910 +28,603 +26%
BPA
74
Beacon Pointe Advisors
California
$7.76M 138,157 +9,284 +7%
TF
75
TimeScale Financial
Massachusetts
$7.65M 136,420 -12,534 -8%
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