SCHZ icon

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.

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 %
WAM
101
Wakefield Asset Management
Colorado
$5.63M +$52.8K +1,886 +0.9%
MGIA
102
Moneta Group Investment Advisors
Missouri
$5.49M +$440K +15,688 +9%
SPA
103
Sentinel Pension Advisors
Massachusetts
$5.47M +$318K +11,342 +6%
PS
104
Portfolio Solutions
Michigan
$5.35M +$330K +11,764 +7%
SBL
105
Sargent Bickham Lagudis
Colorado
$5.29M -$2.17M -77,300 -29%
GAM
106
Gemmer Asset Management
California
$5.16M +$221K +7,894 +4%
FTUS
107
Flow Traders U.S.
New York
$5.12M +$4.55M +162,370 +792%
JFG
108
JMG Financial Group
Illinois
$4.99M -$67.1K -2,396 -1%
SFS
109
Summit Financial Strategies
Ohio
$4.98M +$150K +5,372 +3%
WA
110
Waverly Advisors
Alabama
$4.97M +$306K +11,052 +7%
HC
111
Hoese & Co
Minnesota
$4.91M +$4.91M +176,536 New
EWM
112
Empirical Wealth Management
Washington
$4.86M +$17.8K +634 +0.4%
SWM
113
SigFig Wealth Management
California
$4.84M +$829K +29,608 +21%
BDFN
114
Bond & Devick Financial Network
Minnesota
$4.76M +$4.76M +169,800 New
TWM
115
Triton Wealth Management
Arizona
$4.63M -$4.69M -167,808 -50%
BWM
116
BerganKDV Wealth Management
Minnesota
$4.31M -$21.1K -754 -0.5%
RWM
117
Reston Wealth Management
Virginia
$4.3M +$335K +11,962 +8%
PEA
118
Pacific Edge Advisors
California
$4.21M +$235K +8,400 +6%
LWM
119
Laidlaw Wealth Management
New York
$4.1M +$2.61M +93,232 +176%
VAS
120
Valicenti Advisory Services
New York
$4.09M +$1.68M +60,006 +70%
PIMG
121
Patriot Investment Management Group
Tennessee
$4.06M -$9.24M -329,848 -69%
SFA
122
Souders Financial Advisors
Ohio
$3.96M +$109K +3,878 +3%
RWM
123
RKL Wealth Management
Pennsylvania
$3.91M -$1.74K -62 -0%
CCM
124
Crabel Capital Management
California
$3.89M +$3.89M +138,834 New
HIC
125
Holderness Investments Company
North Carolina
$3.79M -$3.55M -126,688 -48%
3 4
5
6 7