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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
BlackRock
5
BlackRock
New York
$34.3M

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 %
AF
76
Advisornet Financial
Minnesota
$7.61M 270,664 +55,168 +26%
RC
77
Roundview Capital
New Jersey
$7.56M 268,986 +7,768 +3%
NRI
78
NFP Retirement Inc
California
$7.49M 266,192 +80,230 +43%
Cerity Partners
79
Cerity Partners
New York
$7.34M 261,080 +173,632 +199%
BPA
80
Beacon Pointe Advisors
California
$7.25M 257,746 +193,766 +303%
AWM
81
Argent Wealth Management
Massachusetts
$6.87M 244,168 +7,266 +3%
VWA
82
VERITY Wealth Advisors
United States
$6.63M 235,672 -27,980 -11%
MA
83
Modus Advisors
Minnesota
$6.54M 232,428 +16,320 +8%
SSWM
84
Sheets Smith Wealth Management
North Carolina
$6.39M 227,216 +2,482 +1%
UBS Group
85
UBS Group
Switzerland
$6.26M 222,614 +69,334 +45%
Renaissance Technologies
86
Renaissance Technologies
New York
$6.15M 218,600 +140,400 +180%
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$6.14M 218,668 -34,778 -14%
BCWM
88
Bartlett & Co Wealth Management
Ohio
$5.97M 212,348 +47,946 +29%
BC
89
Bartlett & Co
Ohio
$5.97M 212,348 +47,946 +29%
GLLW
90
Graves Light Lenhart Wealth
Virginia
$5.82M 207,032 -4,256 -2%
CWM
91
Chesapeake Wealth Management
Virginia
$5.53M 196,760 -4,606 -2%
GAM
92
Gemmer Asset Management
California
$5.36M 190,612 -4,740 -2%
NIC
93
Northwest Investment Counselors
Oregon
$5.16M 183,330 +18,644 +11%
WCG
94
Wall Capital Group
Arizona
$5.15M 183,016 +1,848 +1%
MA
95
Mutual Advisors
Nebraska
$5.11M 181,850 +10,658 +6%
Morgan Stanley
96
Morgan Stanley
New York
$5.11M 181,640 -75,514 -29%
PMG
97
ProVise Management Group
Florida
$5.09M 181,060 +12,906 +8%
JFG
98
JMG Financial Group
Illinois
$5.07M 180,260 -1,006 -0.6%
EWM
99
Empirical Wealth Management
Washington
$4.88M 173,498 -6,214 -3%
COF
100
Capital One Financial
Virginia
$4.8M 170,676 -47,356 -22%
2 3
4
5 6