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

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$18.2M
2
Jane Street
Jane Street
New York
$1.82M
3
Bank of America
Bank of America
North Carolina
$54.5M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$45.5M
5
TF
TimeScale Financial
Massachusetts
$8.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
201
Truist Financial
North Carolina
$1.12M +$1.12M +39,728 New
5L
202
55I LLC
Massachusetts
$1.11M +$342K +12,152 +45%
HA
203
HC Advisors
Georgia
$1.09M +$1.09M +38,876 New
TC
204
Tatro Capital
Kentucky
$1.06M -$13.6K -482 -1%
MF
205
Manchester Financial
California
$1.06M +$14.6K +518 +1%
SFS
206
Sowell Financial Services
Arkansas
$1.05M -$900 -32 -0.1%
NB
207
NBT Bank
New York
$1.03M -$112K -3,970 -10%
SDWMA
208
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.03M -$948K -33,700 -48%
LAIC
209
Lederer & Associates Investment Counsel
California
$1.02M -$125K -4,432 -11%
AL
210
Aspiriant LLC
California
$1.01M -$413K -14,684 -29%
IDA
211
Intelligence Driven Advisers
California
$1.01M +$36.5K +1,298 +4%
WFA
212
Wade Financial Advisory
California
$1M -$29.8K -1,060 -3%
RF
213
RHS Financial
California
$1M +$130K +4,634 +15%
WA
214
WBH Advisory
Maryland
$989K -$32.2K -1,144 -3%
SFG
215
Sage Financial Group
Pennsylvania
$936K -$111K -3,950 -11%
DP
216
DDD Partners
Washington
$923K +$75.2K +2,672 +9%
PA
217
Parallel Advisors
California
$911K +$32.7K +1,162 +4%
AWM
218
Avior Wealth Management
Nebraska
$904K +$731 +26 +0.1%
TIM
219
Total Investment Management
Arizona
$901K +$93.4K +3,322 +12%
WIC
220
Whitegate Investment Counselors
New Hampshire
$892K +$13K +462 +1%
HB
221
Homrich & Berg
Georgia
$877K +$147K +5,216 +20%
S
222
SignatureFD
Georgia
$866K -$59.5K -2,116 -6%
LFS
223
Lutz Financial Services
Nebraska
$854K -$15.4K -548 -2%
Jones Financial Companies
224
Jones Financial Companies
Missouri
$841K +$63K +2,240 +8%
BO
225
BRR OpCo
Ohio
$827K +$12.4K +442 +2%
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