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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 %
SWM
151
SeaCrest Wealth Management
New York
$2.73M +$602K +21,500 +28%
OWM
152
Opes Wealth Management
California
$2.65M -$671K -23,938 -20%
ECM
153
Exchange Capital Management
Michigan
$2.65M -$311K -11,112 -11%
KWM
154
Kingsview Wealth Management
Oregon
$2.64M -$66.1K -2,360 -2%
SC
155
Savant Capital
Illinois
$2.53M +$83K +2,962 +3%
CW
156
CreativeOne Wealth
Kansas
$2.49M -$334K -11,920 -12%
CMBA
157
C.M. Bidwell & Associates
Hawaii
$2.46M -$146K -5,200 -6%
CB
158
Commerce Bank
Missouri
$2.44M +$2.44M +86,910 New
SHWM
159
Silicon Hills Wealth Management
Texas
$2.36M -$160K -5,718 -6%
LF
160
Lee Financial
Texas
$2.29M +$412K +14,720 +22%
BSAM
161
Blue Square Asset Management
New York
$2.25M +$43K +1,534 +2%
BMCM
162
Burns Matteson Capital Management
New York
$2.22M +$2.22M +79,204 New
JWA
163
JFS Wealth Advisors
Pennsylvania
$2.21M -$371K -13,254 -14%
GCA
164
Gradient Capital Advisors
California
$2.2M -$125K -4,468 -5%
VFIC
165
Valley Forge Investment Consultants
Pennsylvania
$2.19M +$2.19M +78,078 New
HSA
166
HBK Sorce Advisory
Pennsylvania
$2.09M +$839K +29,950 +67%
AG
167
Appleton Group
Wisconsin
$2.02M +$142K +5,082 +8%
AP
168
Adero Partners
California
$1.97M +$19K +680 +1%
IA
169
IFP Advisors
Florida
$1.96M +$64.8K +2,314 +3%
TCM
170
Twele Capital Management
Minnesota
$1.93M +$197K +7,018 +11%
NB
171
NBT Bank
New York
$1.93M +$590K +21,054 +44%
SP
172
SWS Partners
Ohio
$1.92M -$39.5K -1,410 -2%
PFM
173
Phillips Financial Management
Indiana
$1.91M +$226K +8,078 +13%
AIM
174
AMI Investment Management
Indiana
$1.89M -$109K -3,882 -5%
Baird Financial Group
175
Baird Financial Group
Wisconsin
$1.86M +$103K +3,682 +6%
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