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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

457 hedge funds and large institutions have $3.68B invested in Schwab US Aggregate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 186 increasing their positions, 183 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
457
Holders Change
-10
Holders Change %
-2.14%
% of All Funds
9.39%
Holding in Top 10
53
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-15.87%
% of All Funds
1.09%
New
36
Increased
186
Reduced
183
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFRM
1
Milliman Financial Risk Management
Illinois
$190M
2
Charles Schwab
2
Charles Schwab
California
$606M
3
Ameriprise
3
Ameriprise
Minnesota
$244M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$52.6M
5
BlackRock
5
BlackRock
New York
$34.3M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$18.2M
2
Jane Street
2
Jane Street
New York
$1.82M
3
Bank of America
3
Bank of America
North Carolina
$54.5M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$45.5M
5
TF
5
TimeScale Financial
Massachusetts
$8.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
176
Curtis Advisory Group
California
$1.46M +$655K +23,300 +81%
LNC
177
Lincoln National Corp
Pennsylvania
$1.46M +$34.3K +1,220 +2%
G
178
Gainplan
Michigan
$1.41M -$289K -10,284 -17%
Kovitz Investment Group Partners
179
Kovitz Investment Group Partners
Illinois
$1.38M +$1.38M +49,000 New
BFM
180
Broadview Financial Management
Wisconsin
$1.37M +$164K +5,826 +14%
FWM
181
Frontier Wealth Management
Missouri
$1.35M +$1.35M +48,064 New
WWM
182
WT Wealth Management
Arizona
$1.35M -$452K -16,086 -25%
BWM
183
BCS Wealth Management
Tennessee
$1.35M +$220K +7,812 +19%
MML Investors Services
184
MML Investors Services
Massachusetts
$1.34M +$593K +21,098 +80%
AWA
185
Alaska Wealth Advisors
Alaska
$1.33M -$132K -4,704 -9%
Koshinski Asset Management
186
Koshinski Asset Management
Illinois
$1.32M +$220K +7,812 +20%
Northwestern Mutual Wealth Management
187
Northwestern Mutual Wealth Management
Wisconsin
$1.32M +$415K +14,772 +46%
HSA
188
HBK Sorce Advisory
Pennsylvania
$1.3M +$10.6K +378 +0.8%
PWM
189
Perigon Wealth Management
California
$1.29M +$107K +3,806 +9%
FPCG
190
Fort Pitt Capital Group
Pennsylvania
$1.28M -$331K -11,770 -21%
NWS
191
Newport Wealth Strategies
California
$1.28M +$815K +28,980 +176%
FSWA
192
Financial Synergies Wealth Advisors
Texas
$1.24M -$5.23K -186 -0.4%
TWM
193
Triton Wealth Management
Arizona
$1.23M +$188K +6,624 +18%
FG
194
Fiduciary Group
Georgia
$1.21M -$20.8K -738 -2%
LIM
195
Lathrop Investment Management
Arkansas
$1.19M +$262K +9,300 +28%
MSWMA
196
Market Street Wealth Management Advisors
Indiana
$1.18M +$311K +11,044 +36%
SWM
197
Stockman Wealth Management
Montana
$1.18M – – –
MWM
198
Maltin Wealth Management
New Jersey
$1.17M -$105K -3,736 -8%
VDI
199
Vaughan David Investments
Illinois
$1.17M -$190K -6,760 -14%
BNP Paribas Financial Markets
200
BNP Paribas Financial Markets
France
$1.14M +$176K +6,270 +18%
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