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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
1
Charles Schwab
California
$792M
2
OIA
2
OneDigital Investment Advisors
Kansas
$149M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$49.9M
4
WANY
4
Wealthspire Advisors (New York)
New York
$28.6M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$110M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$190M
2
Jane Street
2
Jane Street
New York
$6.91M
3
FAIM
3
Financial Advocates Investment Management
Washington
$0
4
MTC
4
Matrix Trust Company
Colorado
$0
5
PIMG
5
Patriot Investment Management Group
Tennessee
$4.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
51
Clearwater Capital Advisors
Illinois
$14.7M +$3.39M +121,162 +30%
CHA
52
Cooper/Haims Advisors
New York
$14.4M -$1.7M -60,642 -11%
NYLIM
53
New York Life Investment Management
New York
$14.1M +$6.07M +216,514 +75%
KAS
54
Kestra Advisory Services
Texas
$14M +$13.4M +479,410 +2,197%
NFG
55
Northeast Financial Group
Pennsylvania
$13.4M +$13.4M +477,942 New
FWP
56
FAS Wealth Partners
Kansas
$13.3M +$4.27M +152,498 +47%
PAG
57
Pinnacle Advisory Group
Maryland
$13.1M +$619K +22,094 +5%
SFMG
58
Sage Financial Management Group
Virginia
$13M +$13M +463,514 New
RPGK
59
Retirement Planning Group (Kansas)
Kansas
$12.9M +$1.41M +50,262 +12%
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$12.2M +$463K +16,516 +4%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$12M +$1.99M +71,798 +20%
BL
62
BFSG LLC
California
$12M +$1.21M +43,228 +11%
OFG
63
OTA Financial Group
New York
$11.9M +$6.53M +233,212 +122%
AWS
64
AJ Wealth Strategies
New York
$11.7M +$82K +2,928 +0.7%
BIA
65
Bigelow Investment Advisors
Maine
$11.4M +$1.45M +51,686 +15%
HFP
66
Holistic Financial Partners
Indiana
$11.1M -$37.1K -1,326 -0.3%
MCCP
67
Mission Creek Capital Partners
California
$11M -$52.8K -1,886 -0.5%
FF
68
Friedenthal Financial
New Jersey
$9.84M -$852K -30,422 -8%
AA
69
Alesco Advisors
New York
$9.53M +$24.4K +870 +0.3%
PMG
70
ProVise Management Group
Florida
$9.13M +$1.06M +37,734 +13%
Citadel Advisors
71
Citadel Advisors
Florida
$9.03M +$9.03M +322,468 New
MWM
72
MorganRosel Wealth Management
Colorado
$9.03M +$178K +6,362 +2%
BFG
73
Berger Financial Group
Minnesota
$8.73M +$8.73M +311,758 New
OFG
74
Omega Financial Group
California
$8.64M +$340K +12,152 +4%
UWM
75
USAdvisors Wealth Management
Minnesota
$8.48M -$799K -28,524 -9%
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