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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.

New
Increased
Maintained
Reduced
Closed
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
Charles Schwab
California
$671M
2
Jane Street
Jane Street
New York
$40.4M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$196M
4
JIP
JBJ Investment Partners
South Carolina
$46.6M
5
Ameriprise
Ameriprise
Minnesota
$260M

Top Sellers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$11.8M
2
BlackRock
BlackRock
New York
$2.93M
3
PFG
Piershale Financial Group
Illinois
$0
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$81.6M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$8.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
126
Exchange Capital Management
Michigan
$2.96M -$181K -6,466 -6%
Renaissance Technologies
127
Renaissance Technologies
New York
$2.93M -$3.2M -114,000 -52%
BlackRock
128
BlackRock
New York
$2.93M -$31.3M -1,116,568 -91%
ISWM
129
Independent Solutions Wealth Management
New York
$2.87M -$489K -17,430 -15%
C
130
Clearshares
New York
$2.85M – – –
EH
131
Equitable Holdings
New York
$2.84M +$76.8K +2,738 +3%
CW
132
CreativeOne Wealth
Kansas
$2.83M +$97.3K +3,470 +4%
BWL
133
Bogart Wealth LLC
Virginia
$2.75M +$619K +22,070 +29%
CF
134
Corrigan Financial
Rhode Island
$2.72M +$112K +4,004 +4%
KWM
135
Kingsview Wealth Management
Oregon
$2.71M -$13.3K -474 -0.5%
CFO
136
CVA Family Office
Colorado
$2.7M +$1.2M +42,656 +80%
CMBA
137
C.M. Bidwell & Associates
Hawaii
$2.61M +$218K +7,778 +9%
BNP Paribas Financial Markets
138
BNP Paribas Financial Markets
France
$2.59M +$1.45M +51,618 +127%
JWA
139
JFS Wealth Advisors
Pennsylvania
$2.59M -$89.6K -3,194 -3%
SHWM
140
Silicon Hills Wealth Management
Texas
$2.52M -$87.5K -3,120 -3%
CMP
141
Courage Miller Partners
Virginia
$2.49M – – –
COF
142
Capital One Financial
Virginia
$2.47M -$2.31M -82,530 -48%
SC
143
Savant Capital
Illinois
$2.45M -$108K -3,840 -4%
VAS
144
Valicenti Advisory Services
New York
$2.41M +$935K +33,332 +64%
GCA
145
Gradient Capital Advisors
California
$2.33M +$84.8K +3,024 +4%
WIA
146
World Investment Advisors
California
$2.24M +$210K +7,476 +10%
BSAM
147
Blue Square Asset Management
New York
$2.21M +$120K +4,266 +6%
SWM
148
SeaCrest Wealth Management
New York
$2.13M -$117K -4,164 -5%
AIM
149
AMI Investment Management
Indiana
$2.01M -$283K -10,094 -12%
SP
150
SWS Partners
Ohio
$1.96M +$1.96M +69,940 New
4 5
6
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