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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.

New
Increased
Maintained
Reduced
Closed
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 %
PFM
126
Peak Financial Management
Massachusetts
$3.72M +$251K +8,944 +7%
CMP
127
Courage Miller Partners
Virginia
$3.71M +$1.23M +44,068 +50%
TNA
128
True North Advisors
Texas
$3.62M -$261K -9,312 -7%
CFD
129
Creative Financial Designs
Indiana
$3.58M +$441K +15,752 +14%
CWS
130
Cypress Wealth Services
California
$3.53M +$3.53M +125,910 New
JWM
131
Janiczek Wealth Management
Colorado
$3.52M +$77K +2,750 +2%
RFA
132
Reilly Financial Advisors
California
$3.46M +$17.8K +636 +0.5%
SFG
133
SNS Financial Group
Minnesota
$3.43M +$280K +9,976 +9%
SSWM
134
Sheets Smith Wealth Management
North Carolina
$3.41M -$2.71M -96,780 -44%
Susquehanna International Group
135
Susquehanna International Group
Pennsylvania
$3.36M -$416K -14,838 -11%
WP
136
WealthShield Partners
North Carolina
$3.35M +$3.11M +111,020 +1,307%
NI
137
NYL Investors
New York
$3.32M – – –
NWS
138
Newport Wealth Strategies
California
$3.29M – – –
RJFSA
139
Raymond James Financial Services Advisors
Florida
$3.23M -$116K -4,152 -3%
OMC
140
Old Mission Capital
Illinois
$3.23M +$3.23M +115,274 New
CFO
141
CVA Family Office
Colorado
$3.1M +$403K +14,376 +15%
EE
142
EWG Elevate
California
$2.94M -$2.28M -81,510 -44%
WIA
143
World Investment Advisors
California
$2.92M +$716K +25,924 +32%
FWI
144
Facet Wealth Inc
Maryland
$2.9M +$2.9M +103,354 New
MF
145
Manchester Financial
California
$2.87M +$1.85M +66,078 +181%
ISWM
146
Independent Solutions Wealth Management
New York
$2.87M -$1.12K -40 -0%
BlackRock
147
BlackRock
New York
$2.85M -$78.3K -2,796 -3%
Northwestern Mutual Wealth Management
148
Northwestern Mutual Wealth Management
Wisconsin
$2.83M +$1.4M +50,092 +99%
CF
149
Corrigan Financial
Rhode Island
$2.78M +$66.5K +2,374 +2%
AW
150
Avion Wealth
Texas
$2.76M -$362K -12,910 -12%
4 5
6
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