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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
AWA
176
Alaska Wealth Advisors
Alaska
$1.47M +$146K +5,218 +11%
RF
177
RHS Financial
California
$1.46M +$464K +16,542 +47%
CM
178
Columbus Macro
Pennsylvania
$1.46M -$2.58M -92,072 -64%
PWM
179
Perigon Wealth Management
California
$1.46M +$171K +6,102 +13%
Northwestern Mutual Wealth Management
180
Northwestern Mutual Wealth Management
Wisconsin
$1.43M +$112K +3,984 +9%
LNC
181
Lincoln National Corp
Pennsylvania
$1.42M -$33.4K -1,192 -2%
Kovitz Investment Group Partners
182
Kovitz Investment Group Partners
Illinois
$1.37M – – –
BFM
183
Broadview Financial Management
Wisconsin
$1.37M +$8.08K +288 +0.6%
NB
184
NBT Bank
New York
$1.34M +$311K +11,096 +30%
G
185
Gainplan
Michigan
$1.31M -$94.6K -3,372 -7%
TIM
186
Total Investment Management
Arizona
$1.26M +$371K +13,324 +42%
SWM
187
Stockman Wealth Management
Montana
$1.26M +$84.1K +3,000 +7%
HSA
188
HBK Sorce Advisory
Pennsylvania
$1.26M -$39.7K -1,414 -3%
LIM
189
Lathrop Investment Management
Arkansas
$1.25M +$68.8K +2,454 +6%
FI
190
FormulaFolio Investments
Michigan
$1.25M -$1.48M -52,676 -54%
MSWMA
191
Market Street Wealth Management Advisors
Indiana
$1.25M +$65.6K +2,340 +6%
SDWMA
192
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.19M +$162K +5,786 +16%
AWM
193
Avior Wealth Management
Nebraska
$1.15M +$246K +8,778 +27%
VDI
194
Vaughan David Investments
Illinois
$1.14M -$27.2K -970 -2%
Cetera Investment Advisers
195
Cetera Investment Advisers
Illinois
$1.11M +$346K +12,324 +45%
FG
196
Fiduciary Group
Georgia
$1.11M -$95.5K -3,406 -8%
Goldman Sachs
197
Goldman Sachs
New York
$1.09M +$423K +15,074 +63%
PA
198
Parallel Advisors
California
$1.07M +$159K +5,660 +17%
5L
199
55I LLC
Massachusetts
$1.06M -$48.9K -1,746 -4%
SFS
200
Sowell Financial Services
Arkansas
$1.04M -$1.52K -54 -0.1%
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