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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.

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
1
Charles Schwab
California
$671M
2
Jane Street
2
Jane Street
New York
$40.4M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$196M
4
JIP
4
JBJ Investment Partners
South Carolina
$46.6M
5
Ameriprise
5
Ameriprise
Minnesota
$260M

Top Sellers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$11.8M
2
BlackRock
2
BlackRock
New York
$2.93M
3
PFG
3
Piershale Financial Group
Illinois
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$81.6M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$8.6M
Name Market Value Shares Shares
Change 		Shares
Change %
AP
151
Adero Partners
California
$1.95M 34,810 -8,338 -19%
IA
152
IFP Advisors
Florida
$1.9M 33,829 +20,333 +151%
BRWA
153
B. Riley Wealth Advisors
Florida
$1.89M 33,628 +2,705 +9%
AG
154
Appleton Group
Wisconsin
$1.88M 33,539 +2,134 +7%
LF
155
Lee Financial
Texas
$1.88M 33,463 -9,372 -22%
MAM
156
Marquette Asset Management
Minnesota
$1.81M 32,267 -8,651 -21%
HA
157
HC Advisors
Georgia
$1.79M 31,932 +12,494 +64%
Truist Financial
158
Truist Financial
North Carolina
$1.77M 31,548 +11,684 +59%
Baird Financial Group
159
Baird Financial Group
Wisconsin
$1.75M 31,258 -7,437 -19%
MML Investors Services
160
MML Investors Services
Massachusetts
$1.75M 31,252 +7,445 +31%
AACR
161
ACR Alpine Capital Research
Missouri
$1.75M 31,216 +3,101 +11%
TCM
162
Twele Capital Management
Minnesota
$1.74M 30,976 +1,748 +6%
RG
163
Retirement Group
California
$1.71M 30,500 -1,543 -5%
SCA
164
Strategic Capital Advisers
Colorado
$1.71M 30,486 +799 +3%
FWM
165
Frontier Wealth Management
Missouri
$1.71M 30,429 +6,397 +27%
EWA
166
EP Wealth Advisors
California
$1.69M 30,058 +1,804 +6%
PFM
167
Phillips Financial Management
Indiana
$1.69M 30,072 +2,296 +8%
FC
168
FCA Corp
Texas
$1.6M 28,581 -48 -0.2%
BWM
169
BCS Wealth Management
Tennessee
$1.59M 28,427 +4,428 +18%
AIP
170
Almanack Investment Partners
Pennsylvania
$1.53M 27,596 +18,764 +212%
BAM
171
Baldrige Asset Management
Pennsylvania
$1.53M 27,288 +131 +0.5%
MFGP
172
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.5M 26,814 -259 -1%
LWM
173
Laidlaw Wealth Management
New York
$1.49M 26,500 +81 +0.3%
CAG
174
Curtis Advisory Group
California
$1.49M 26,475 +526 +2%
LFA
175
Landmark Financial Advisors
Kentucky
$1.48M 26,551 -422 -2%
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