SCHZ icon

Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

467 hedge funds and large institutions have $3.33B invested in Schwab US Aggregate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 156 increasing their positions, 210 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
+10
Holders Change %
+2.19%
% of All Funds
10.32%
Holding in Top 10
63
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+21.15%
% of All Funds
1.39%
New
58
Increased
156
Reduced
210
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$70.1M
2
Bank of America
Bank of America
North Carolina
$108M
3
Ameriprise
Ameriprise
Minnesota
$198M
4
WANY
Wealthspire Advisors (New York)
New York
$20.4M
5
BCM
Bluefin Capital Management
New York
$19.8M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
$0
2
BIA
Barry Investment Advisors
Massachusetts
$470K
3
Financial Engines Advisors
Financial Engines Advisors
California
$132M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$93.7M
5
APP
Avantax Planning Partners
Iowa
$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMP
151
Courage Miller Partners
Virginia
$2.25M +$196K +7,218 +10%
SWM
152
SeaCrest Wealth Management
New York
$2.21M -$241K -8,878 -10%
Baird Financial Group
153
Baird Financial Group
Wisconsin
$2.15M +$447K +16,472 +26%
GCA
154
Gradient Capital Advisors
California
$2.13M -$87.6K -3,230 -4%
Renaissance Technologies
155
Renaissance Technologies
New York
$2.12M +$1.03M +37,844 +94%
RA
156
Rational Advisors
New York
$2.06M -$494K -18,192 -19%
BCI
157
Brinker Capital Investments
Pennsylvania
$1.94M -$595K -21,930 -23%
SP
158
SWS Partners
Ohio
$1.94M +$1.94M +71,392 New
SDWMA
159
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.91M -$771K -28,412 -29%
BWL
160
Bogart Wealth LLC
Virginia
$1.9M +$497K +18,304 +35%
AG
161
Appleton Group
Wisconsin
$1.78M +$87.2K +3,214 +5%
MAM
162
Marquette Asset Management
Minnesota
$1.77M +$166K +6,112 +10%
WWM
163
WT Wealth Management
Arizona
$1.74M -$418K -15,422 -19%
BPA
164
Beacon Pointe Advisors
California
$1.73M +$711K +26,266 +70%
BRWA
165
B. Riley Wealth Advisors
Florida
$1.65M -$38.5K -1,420 -2%
G
166
Gainplan
Michigan
$1.64M -$230K -8,460 -12%
FC
167
FCA Corp
Texas
$1.61M +$18.5K +680 +1%
LFA
168
Landmark Financial Advisors
Kentucky
$1.59M -$361K -13,058 -19%
FNC
169
First National Corp
Massachusetts
$1.58M -$400K -6,836 -20%
FPCG
170
Fort Pitt Capital Group
Pennsylvania
$1.55M -$1.01M -37,242 -39%
SCA
171
Strategic Capital Advisers
Colorado
$1.53M +$51.2K +1,886 +3%
PFM
172
Phillips Financial Management
Indiana
$1.49M -$79.4K -2,922 -5%
BAM
173
Baldrige Asset Management
Pennsylvania
$1.46M +$24.5K +902 +2%
TCM
174
Twele Capital Management
Minnesota
$1.46M -$238K -8,752 -14%
LWM
175
Laidlaw Wealth Management
New York
$1.44M +$140K +5,170 +11%
5 6
7
8 9