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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
+$66.1M
3
Ameriprise
Ameriprise
Minnesota
+$45.1M
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
-$184M
2
BIA
Barry Investment Advisors
Massachusetts
-$25.5M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$17.3M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$16.5M
5
APP
Avantax Planning Partners
Iowa
-$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFGP
176
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.43M +$6.41K +236 +0.4%
AWM
177
Apollon Wealth Management
South Carolina
$1.41M -$13.5M -498,966 -91%
AWA
178
Alaska Wealth Advisors
Alaska
$1.41M +$187K +6,878 +15%
EWA
179
EP Wealth Advisors
California
$1.4M +$331K +12,210 +31%
AL
180
Aspiriant LLC
California
$1.38M -$687K -25,336 -33%
LNC
181
Lincoln National Corp
Pennsylvania
$1.37M +$28.4K +1,048 +2%
CFO
182
CVA Family Office
Colorado
$1.33M +$264K +9,734 +25%
AACR
183
ACR Alpine Capital Research
Missouri
$1.31M +$16.7K +616 +1%
VDI
184
Vaughan David Investments
Illinois
$1.31M -$184K -6,764 -12%
HSA
185
HBK Sorce Advisory
Pennsylvania
$1.24M +$18.1K +668 +1%
MWM
186
Maltin Wealth Management
New Jersey
$1.24M +$1.24M +45,500 New
HF
187
HRT Financial
New York
$1.21M +$1.21M +44,606 New
FSWA
188
Financial Synergies Wealth Advisors
Texas
$1.2M -$161K -5,942 -12%
FG
189
Fiduciary Group
Georgia
$1.19M -$21.9K -808 -2%
PWM
190
Perigon Wealth Management
California
$1.17M -$117K -4,212 -9%
BFM
191
Broadview Financial Management
Wisconsin
$1.16M -$286K -10,552 -20%
AP
192
Advisors Preferred
Maryland
$1.14M +$1.14M +42,122 New
SWM
193
Stockman Wealth Management
Montana
$1.13M -$68.9K -2,540 -6%
LAIC
194
Lederer & Associates Investment Counsel
California
$1.1M -$53.7K -1,980 -5%
NB
195
NBT Bank
New York
$1.1M +$1.1M +40,570 New
BWM
196
BCS Wealth Management
Tennessee
$1.09M -$737K -27,160 -40%
VCM
197
Vivaldi Capital Management
Illinois
$1.08M +$1.08M +39,928 New
WC
198
Waterloo Capital
Texas
$1.07M +$1.07M +39,280 New
Koshinski Asset Management
199
Koshinski Asset Management
Illinois
$1.06M -$312K -11,496 -23%
BL
200
BCWM LLC
Kansas
$1.06M -$35.1K -1,294 -3%
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