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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 %
BNP Paribas Financial Markets
76
BNP Paribas Financial Markets
France
$8.41M +$5.83M +208,040 +226%
EK
77
Evensky & Katz
Florida
$8.18M -$61.1K -2,180 -0.7%
RC
78
Roundview Capital
New Jersey
$8.07M +$527K +18,802 +7%
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$7.84M -$758K -27,054 -9%
Renaissance Technologies
80
Renaissance Technologies
New York
$7.74M +$4.81M +171,600 +164%
NRI
81
NFP Retirement Inc
California
$7.65M -$584K -20,862 -7%
CCA
82
Cobblestone Capital Advisors
New York
$7.54M -$31.9K -1,138 -0.4%
MA
83
Modus Advisors
Minnesota
$7.53M +$535K +19,104 +8%
BPA
84
Beacon Pointe Advisors
California
$7.34M -$407K -14,502 -5%
LA
85
LVW Advisors
New York
$7.18M +$153K +5,476 +2%
TWM
86
Tradition Wealth Management
Minnesota
$7.1M +$7.1M +253,322 New
BC
87
Bartlett & Co
Ohio
$7.03M +$151K +5,376 +2%
BCWM
88
Bartlett & Co Wealth Management
Ohio
$7.03M +$151K +5,376 +2%
Jane Street
89
Jane Street
New York
$6.91M -$33.4M -1,193,032 -83%
UBS Group
90
UBS Group
Switzerland
$6.48M -$1.36M -48,586 -17%
VWA
91
VERITY Wealth Advisors
United States
$6.45M -$122K -4,354 -2%
AF
92
Advisornet Financial
Minnesota
$6.41M -$19.3K -690 -0.3%
CFMC
93
Curbstone Financial Management Corp
New Hampshire
$6.22M +$1.1M +39,200 +21%
NIC
94
Northwest Investment Counselors
Oregon
$6.2M +$320K +11,428 +5%
PA
95
Planning Alternatives
Michigan
$6.07M -$753K -26,896 -11%
MA
96
Mutual Advisors
Nebraska
$5.8M +$534K +19,048 +10%
GLLW
97
Graves Light Lenhart Wealth
Virginia
$5.79M -$8.13K -290 -0.1%
Morgan Stanley
98
Morgan Stanley
New York
$5.79M +$1.42M +50,640 +32%
CWM
99
Chesapeake Wealth Management
Virginia
$5.67M +$60.5K +2,160 +1%
TF
100
TimeScale Financial
Massachusetts
$5.65M -$1.99M -71,208 -26%
2 3
4
5 6