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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 %
TC
201
Tatro Capital
Kentucky
$1.04M -$19.1K -682 -2%
MF
202
Manchester Financial
California
$1.02M -$30.6K -1,092 -3%
WFA
203
Wade Financial Advisory
California
$1M +$6.96K +248 +0.7%
Commonwealth Equity Services
204
Commonwealth Equity Services
Massachusetts
$997K +$183K +6,514 +22%
EVC
205
Eidelman Virant Capital
Missouri
$995K +$995K +35,518 New
MWM
206
Maltin Wealth Management
New Jersey
$954K -$217K -7,752 -19%
WA
207
WBH Advisory
Maryland
$953K -$33.1K -1,180 -3%
LAIC
208
Lederer & Associates Investment Counsel
California
$951K -$66K -2,354 -6%
MAS
209
Managed Account Services
Florida
$937K +$398K +14,260 +74%
SFG
210
Sage Financial Group
Pennsylvania
$933K – – –
DP
211
DDD Partners
Washington
$923K +$3.31K +118 +0.4%
TW
212
TrinityPoint Wealth
Connecticut
$906K +$92.7K +3,306 +11%
WIC
213
Whitegate Investment Counselors
New Hampshire
$903K +$14.3K +510 +2%
PAG
214
Private Advisor Group
New Jersey
$903K +$106K +3,788 +13%
Jones Financial Companies
215
Jones Financial Companies
Missouri
$892K +$53.6K +1,912 +6%
HB
216
Homrich & Berg
Georgia
$872K -$3.03K -108 -0.3%
AL
217
Aspiriant LLC
California
$870K -$139K -4,966 -14%
BO
218
BRR OpCo
Ohio
$862K +$37.4K +1,334 +5%
S
219
SignatureFD
Georgia
$843K -$20.5K -732 -2%
LFS
220
Lutz Financial Services
Nebraska
$814K -$37.3K -1,330 -4%
KWA
221
KCS Wealth Advisory
California
$794K +$295K +10,512 +59%
RPG
222
Resource Planning Group
Georgia
$793K -$23K -820 -3%
HWA
223
HHM Wealth Advisors
Tennessee
$782K +$96.5K +3,440 +14%
BL
224
BCWM LLC
Kansas
$769K -$5.49K -196 -0.7%
ZF
225
Zhang Financial
Michigan
$767K – – –
7 8
9
10 11