SCHZ icon

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 %
MWM
76
MorganRosel Wealth Management
Colorado
$6.32M +$446K +16,454 +8%
CCA
77
Clearwater Capital Advisors
Illinois
$6.25M +$120K +4,432 +2%
SSWM
78
Sheets Smith Wealth Management
North Carolina
$6.1M +$5.55M +204,356 +1,003%
COF
79
Capital One Financial
Virginia
$5.92M +$5.92M +218,032 New
BIA
80
Bigelow Investment Advisors
Maine
$5.91M -$433K -15,968 -7%
MA
81
Modus Advisors
Minnesota
$5.86M +$112K +4,128 +2%
AF
82
Advisornet Financial
Minnesota
$5.85M +$325K +11,988 +6%
GLLW
83
Graves Light Lenhart Wealth
Virginia
$5.73M -$164K -6,048 -3%
CWM
84
Chesapeake Wealth Management
Virginia
$5.46M +$136K +5,026 +3%
GAM
85
Gemmer Asset Management
California
$5.3M +$97.9K +3,606 +2%
WAM
86
Wakefield Asset Management
Colorado
$5.2M -$224K -8,258 -4%
BAAM
87
Baker Avenue Asset Management
California
$5.16M – – –
NRI
88
NFP Retirement Inc
California
$5.05M -$568K -20,932 -10%
OMC
89
Old Mission Capital
Illinois
$4.98M +$4.38M +161,490 +729%
JFG
90
JMG Financial Group
Illinois
$4.92M -$2.23M -82,040 -31%
WCG
91
Wall Capital Group
Arizona
$4.92M +$384K +14,160 +8%
EWM
92
Empirical Wealth Management
Washington
$4.88M -$210K -7,740 -4%
BC
93
Burleson & Co
California
$4.8M -$576K -20,814 -11%
MA
94
Mutual Advisors
Nebraska
$4.65M +$237K +8,740 +5%
SPA
95
Sentinel Pension Advisors
Massachusetts
$4.6M +$1.36M +50,220 +42%
PMG
96
ProVise Management Group
Florida
$4.56M -$212K -7,796 -4%
NIC
97
Northwest Investment Counselors
Oregon
$4.47M +$418K +15,390 +10%
BCWM
98
Bartlett & Co Wealth Management
Ohio
$4.46M -$499K -18,388 -10%
BC
99
Bartlett & Co
Ohio
$4.46M +$4.46M +164,402 New
WA
100
Waverly Advisors
Alabama
$4.44M +$45.9K +1,690 +1%
2 3
4
5 6