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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 %
GAM
101
Gemmer Asset Management
California
$4.94M 88,070 -7,236 -8%
EWM
102
Empirical Wealth Management
Washington
$4.85M 86,420 -329 -0.4%
SFS
103
Summit Financial Strategies
Ohio
$4.83M 86,112 +4,481 +5%
WA
104
Waverly Advisors
Alabama
$4.68M 84,175 +2,782 +3%
Morgan Stanley
105
Morgan Stanley
New York
$4.38M 78,010 -12,810 -14%
BWM
106
BerganKDV Wealth Management
Minnesota
$4.34M 77,377 -7,804 -9%
SWM
107
SigFig Wealth Management
California
$4.02M 71,562 +8,933 +14%
PEA
108
Pacific Edge Advisors
California
$3.98M 70,880 +3,420 +5%
RWM
109
Reston Wealth Management
Virginia
$3.97M 70,787 +1,658 +2%
RWM
110
RKL Wealth Management
Pennsylvania
$3.92M 69,809 -874 -1%
TNA
111
True North Advisors
Texas
$3.89M 69,299 +7,790 +13%
BAAM
112
Baker Avenue Asset Management
California
$3.82M 68,137 – –
SFA
113
Souders Financial Advisors
Ohio
$3.82M 68,775 +7,854 +13%
Susquehanna International Group
114
Susquehanna International Group
Pennsylvania
$3.78M 67,362 -11,886 -15%
PFM
115
Peak Financial Management
Massachusetts
$3.47M 61,855 +3,773 +6%
JWM
116
Janiczek Wealth Management
Colorado
$3.45M 61,498 +703 +1%
RFA
117
Reilly Financial Advisors
California
$3.45M 61,450 +4,429 +8%
RJFSA
118
Raymond James Financial Services Advisors
Florida
$3.35M 59,749 +9,360 +19%
NI
119
NYL Investors
New York
$3.33M 59,300 -1,700 -3%
OWM
120
Opes Wealth Management
California
$3.32M 59,269 -104,341 -64%
NWS
121
Newport Wealth Strategies
California
$3.29M 58,655 +35,915 +158%
FFN
122
Focus Financial Network
Minnesota
$3.28M 58,559 +58,559 New
SFG
123
SNS Financial Group
Minnesota
$3.15M 56,222 +1,421 +3%
CFD
124
Creative Financial Designs
Indiana
$3.14M 55,948 +51,572 +1,179%
AW
125
Avion Wealth
Texas
$3.13M 55,727 -6,663 -11%
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5
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