SCHZ icon

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
Charles Schwab
California
$792M
2
OIA
OneDigital Investment Advisors
Kansas
$149M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$49.9M
4
WANY
Wealthspire Advisors (New York)
New York
$28.6M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$110M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$190M
2
Jane Street
Jane Street
New York
$6.91M
3
FAIM
Financial Advocates Investment Management
Washington
$0
4
MTC
Matrix Trust Company
Colorado
$0
5
PIMG
Patriot Investment Management Group
Tennessee
$4.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
201
Landmark Financial Advisors
Kentucky
$1.35M -$121K -4,372 -8%
EH
202
Equitable Holdings
New York
$1.35M -$1.49M -53,116 -53%
LAIC
203
Lederer & Associates Investment Counsel
California
$1.32M +$370K +13,222 +39%
PA
204
Parallel Advisors
California
$1.29M +$226K +8,080 +21%
AWM
205
Avior Wealth Management
Nebraska
$1.29M +$142K +5,086 +12%
MSWMA
206
Market Street Wealth Management Advisors
Indiana
$1.28M +$37.6K +1,342 +3%
HB
207
Homrich & Berg
Georgia
$1.24M +$364K +12,982 +42%
ASN
208
Advisory Services Network
Georgia
$1.21M +$481K +17,170 +66%
LIM
209
Lathrop Investment Management
Arkansas
$1.21M -$44.9K -1,604 -4%
FI
210
FormulaFolio Investments
Michigan
$1.2M -$54.2K -1,936 -4%
SDWMA
211
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.19M +$3.03K +108 +0.3%
BFM
212
Broadview Financial Management
Wisconsin
$1.17M -$200K -7,122 -15%
PWMG
213
Prestige Wealth Management Group
New Jersey
$1.13M +$956K +34,116 +542%
RF
214
RHS Financial
California
$1.12M -$339K -12,096 -23%
5L
215
55I LLC
Massachusetts
$1.11M +$54.7K +1,954 +5%
FG
216
Fiduciary Group
Georgia
$1.06M -$41.4K -1,494 -4%
FPCG
217
Fort Pitt Capital Group
Pennsylvania
$1.05M +$307K +10,950 +41%
KWA
218
KCS Wealth Advisory
California
$1.05M +$255K +9,106 +32%
SFS
219
Sowell Financial Services
Arkansas
$1.04M +$1.91K +68 +0.2%
BWL
220
Bogart Wealth LLC
Virginia
$1.04M -$1.71M -60,944 -62%
Cetera Investment Advisers
221
Cetera Investment Advisers
Illinois
$1.03M -$84.4K -3,012 -8%
G
222
Gainplan
Michigan
$1.01M -$292K -10,424 -22%
EVC
223
Eidelman Virant Capital
Missouri
$1.01M +$13.7K +490 +1%
KFS
224
Kaizen Financial Strategies
California
$999K +$999K +35,646 New
TIM
225
Total Investment Management
Arizona
$995K -$276K -9,848 -22%
7 8
9
10 11