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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
PFM
126
Peak Financial Management
Massachusetts
$3.27M -$533K -18,952 -14%
RFA
127
Reilly Financial Advisors
California
$3.21M +$20.6K +732 +0.6%
ECM
128
Exchange Capital Management
Michigan
$3.15M -$729K -25,936 -19%
SFG
129
SNS Financial Group
Minnesota
$3.08M +$296K +10,544 +11%
FTUS
130
Flow Traders U.S.
New York
$2.99M +$2.99M +106,218 New
OMC
131
Old Mission Capital
Illinois
$2.95M -$2.22M -78,832 -43%
C
132
Clearshares
New York
$2.85M – – –
RJFSA
133
Raymond James Financial Services Advisors
Florida
$2.83M +$2.83M +100,778 New
EH
134
Equitable Holdings
New York
$2.77M +$430K +15,272 +18%
RA
135
Rational Advisors
New York
$2.75M +$614K +21,832 +29%
FI
136
FormulaFolio Investments
Michigan
$2.74M -$238K -8,464 -8%
CW
137
CreativeOne Wealth
Kansas
$2.74M +$11.9K +424 +0.4%
KWM
138
Kingsview Wealth Management
Oregon
$2.73M -$25.9K -920 -0.9%
JWA
139
JFS Wealth Advisors
Pennsylvania
$2.68M -$31.7K -1,126 -1%
SHWM
140
Silicon Hills Wealth Management
Texas
$2.62M -$2.31K -82 -0.1%
CF
141
Corrigan Financial
Rhode Island
$2.62M +$76.9K +2,734 +3%
First Trust Advisors
142
First Trust Advisors
Illinois
$2.56M -$1.6M -56,852 -38%
SC
143
Savant Capital
Illinois
$2.56M -$185K -6,568 -7%
OFG
144
OTA Financial Group
New York
$2.55M -$515K -18,298 -17%
CMP
145
Courage Miller Partners
Virginia
$2.49M +$156K +5,554 +7%
AP
146
Adero Partners
California
$2.43M +$75.2K +2,674 +3%
Deutsche Bank
147
Deutsche Bank
Germany
$2.41M -$1.15M -40,750 -32%
LF
148
Lee Financial
Texas
$2.41M -$943K -33,534 -28%
CMBA
149
C.M. Bidwell & Associates
Hawaii
$2.4M -$370K -13,148 -13%
GC
150
Garde Capital
Washington
$2.39M -$35.8K -1,274 -1%
4 5
6
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