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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 %
BRWA
176
B. Riley Wealth Advisors
Florida
$1.82M -$64K -2,282 -3%
AACR
177
ACR Alpine Capital Research
Missouri
$1.8M +$52.5K +1,874 +3%
SCA
178
Strategic Capital Advisers
Colorado
$1.8M +$91.3K +3,258 +5%
RG
179
Retirement Group
California
$1.77M +$48.9K +1,732 +3%
HA
180
HC Advisors
Georgia
$1.71M -$80.1K -2,860 -4%
EWA
181
EP Wealth Advisors
California
$1.69M +$840 +30 +0%
MAM
182
Marquette Asset Management
Minnesota
$1.67M -$142K -5,076 -8%
CAG
183
Curtis Advisory Group
California
$1.62M +$141K +5,018 +9%
1WM
184
1900 Wealth Management
Texas
$1.6M +$1.6M +57,030 New
BWM
185
BCS Wealth Management
Tennessee
$1.59M – – –
AWA
186
Alaska Wealth Advisors
Alaska
$1.56M +$83K +2,962 +6%
BAM
187
Baldrige Asset Management
Pennsylvania
$1.55M +$22.7K +810 +1%
AIP
188
Almanack Investment Partners
Pennsylvania
$1.53M -$17.9K -640 -1%
LNC
189
Lincoln National Corp
Pennsylvania
$1.5M +$84.1K +3,004 +6%
MFGP
190
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.5M -$4.26K -152 -0.3%
CM
191
Columbus Macro
Pennsylvania
$1.46M – – –
BI
192
Berkeley Inc
Idaho
$1.45M +$1.45M +51,926 New
PWM
193
Perigon Wealth Management
California
$1.45M -$6.27K -224 -0.4%
FC
194
FCA Corp
Texas
$1.44M -$162K -5,782 -10%
Goldman Sachs
195
Goldman Sachs
New York
$1.43M +$339K +12,106 +31%
SWM
196
Stockman Wealth Management
Montana
$1.42M +$168K +6,000 +13%
Koshinski Asset Management
197
Koshinski Asset Management
Illinois
$1.41M -$29.5K -1,054 -2%
COF
198
Capital One Financial
Virginia
$1.37M -$1.1M -39,260 -45%
MML Investors Services
199
MML Investors Services
Massachusetts
$1.37M -$381K -13,598 -22%
Truist Financial
200
Truist Financial
North Carolina
$1.36M -$406K -14,496 -23%
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