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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 %
BWM
101
BerganKDV Wealth Management
Minnesota
$4.79M 170,362 -415,516 -71%
BC
102
Burleson & Co
California
$4.73M 166,514 -6,786 -4%
WAM
103
Wakefield Asset Management
Colorado
$4.7M 167,242 -24,464 -13%
PS
104
Portfolio Solutions
Michigan
$4.62M 164,246 +2,680 +2%
SFS
105
Summit Financial Strategies
Ohio
$4.59M 163,262 +4,310 +3%
WA
106
Waverly Advisors
Alabama
$4.58M 162,786 -714 -0.4%
Susquehanna International Group
107
Susquehanna International Group
Pennsylvania
$4.46M 158,496 +51,618 +48%
SPA
108
Sentinel Pension Advisors
Massachusetts
$4.18M 148,788 -20,586 -12%
CFMC
109
Curbstone Financial Management Corp
New Hampshire
$4.08M 145,100 +14,300 +11%
CM
110
Columbus Macro
Pennsylvania
$4.05M 144,074 +50,130 +53%
RWM
111
RKL Wealth Management
Pennsylvania
$3.98M 141,366 -2,212 -2%
RWM
112
Reston Wealth Management
Virginia
$3.89M 138,258 +27,542 +25%
BAAM
113
Baker Avenue Asset Management
California
$3.83M 136,274 -53,976 -28%
PEA
114
Pacific Edge Advisors
California
$3.79M 134,920 +11,960 +10%
MGIA
115
Moneta Group Investment Advisors
Missouri
$3.58M 127,348 +14,762 +13%
EE
116
EWG Elevate
California
$3.52M 125,326 +111,922 +835%
SWM
117
SigFig Wealth Management
California
$3.52M 125,258 -2,226 -2%
AW
118
Avion Wealth
Texas
$3.51M 124,780 +8,882 +8%
CWS
119
Cypress Wealth Services
California
$3.49M 124,112 -640 -0.5%
TNA
120
True North Advisors
Texas
$3.46M 123,018 +38,588 +46%
NI
121
NYL Investors
New York
$3.43M 122,000 -13,000 -10%
SFA
122
Souders Financial Advisors
Ohio
$3.43M 121,842 -39,170 -24%
JWM
123
Janiczek Wealth Management
Colorado
$3.42M 121,590 +436 +0.4%
ISWM
124
Independent Solutions Wealth Management
New York
$3.37M 119,738 +7,654 +7%
HIC
125
Holderness Investments Company
North Carolina
$3.31M 117,668 +92,768 +373%
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5
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