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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 %
CCA
76
Cobblestone Capital Advisors
New York
$7.58M 270,320 -25,474 -9%
RC
77
Roundview Capital
New Jersey
$7.55M 269,130 +144 +0.1%
SBL
78
Sargent Bickham Lagudis
Colorado
$7.46M 265,964 -7,092 -3%
HIC
79
Holderness Investments Company
North Carolina
$7.34M 261,828 +144,160 +123%
LA
80
LVW Advisors
New York
$7.04M 250,918 +250,918 New
MA
81
Modus Advisors
Minnesota
$7M 249,508 +17,080 +7%
BCWM
82
Bartlett & Co Wealth Management
Ohio
$6.89M 245,592 +33,244 +16%
BC
83
Bartlett & Co
Ohio
$6.89M 245,592 +33,244 +16%
PA
84
Planning Alternatives
Michigan
$6.83M 243,400 -223,508 -48%
VWA
85
VERITY Wealth Advisors
United States
$6.57M 234,462 -1,210 -0.5%
AF
86
Advisornet Financial
Minnesota
$6.43M 229,382 -41,282 -15%
SSWM
87
Sheets Smith Wealth Management
North Carolina
$6.12M 218,388 -8,828 -4%
RA
88
Rational Advisors
New York
$5.91M 210,600 +112,818 +115%
NIC
89
Northwest Investment Counselors
Oregon
$5.89M 210,032 +26,702 +15%
GLLW
90
Graves Light Lenhart Wealth
Virginia
$5.81M 207,032 – –
CWM
91
Chesapeake Wealth Management
Virginia
$5.62M 200,334 +3,574 +2%
WAM
92
Wakefield Asset Management
Colorado
$5.58M 199,018 +31,776 +19%
OFG
93
OTA Financial Group
New York
$5.37M 191,346 +100,592 +111%
MA
94
Mutual Advisors
Nebraska
$5.27M 187,886 +6,036 +3%
EE
95
EWG Elevate
California
$5.22M 186,280 +60,954 +49%
SPA
96
Sentinel Pension Advisors
Massachusetts
$5.16M 183,910 +35,122 +24%
CFMC
97
Curbstone Financial Management Corp
New Hampshire
$5.12M 182,700 +37,600 +26%
JFG
98
JMG Financial Group
Illinois
$5.06M 180,438 +178 +0.1%
MGIA
99
Moneta Group Investment Advisors
Missouri
$5.06M 180,278 +52,930 +42%
PS
100
Portfolio Solutions
Michigan
$5.02M 179,020 +14,774 +9%
2 3
4
5 6