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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

467 hedge funds and large institutions have $3.33B invested in Schwab US Aggregate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 156 increasing their positions, 210 reducing their positions, and 40 closing their positions.

Holders
467
Holders Change
+10
Holders Change %
+2.19%
% of All Funds
10.32%
Holding in Top 10
63
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+21.15%
% of All Funds
1.39%
New
58
Increased
156
Reduced
210
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$70.1M
2
Bank of America
2
Bank of America
North Carolina
$108M
3
Ameriprise
3
Ameriprise
Minnesota
$198M
4
AFA
4
Atlanta Financial Associates
Georgia
$40.5M
5
WANY
5
Wealthspire Advisors (New York)
New York
$20.4M

Top Sellers

1
MFRM
1
Milliman Financial Risk Management
Illinois
$0
2
BIA
2
Barry Investment Advisors
Massachusetts
$470K
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$132M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$93.7M
5
APP
5
Avantax Planning Partners
Iowa
$149M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$515M 9,484,367 +95,783 +1%
Ameriprise
2
Ameriprise
Minnesota
$198M 3,642,252 +830,012 +30%
APP
3
Avantax Planning Partners
Iowa
$149M 2,738,306 -295,436 -10%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$142M 2,543,036 -223,540 -8%
Financial Engines Advisors
5
Financial Engines Advisors
California
$132M 2,440,828 -319,344 -12%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$119M 2,198,870 +118,002 +6%
Bank of America
7
Bank of America
North Carolina
$108M 1,996,582 +1,218,752 +157%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$93.7M 1,726,973 -304,408 -15%
Jane Street
9
Jane Street
New York
$70.1M 1,291,750 +1,291,750 New
HCM
10
Hengehold Capital Management
Ohio
$67.6M 1,245,059 +156,389 +14%
UCFA
11
United Capital Financial Advisors
Texas
$60.1M 1,107,224 +296,100 +37%
AA
12
Apriem Advisors
California
$56.8M 1,047,189 -57,314 -5%
TF
13
TimeScale Financial
Massachusetts
$52.9M 974,518 +16,736 +2%
OIA
14
OneDigital Investment Advisors
Kansas
$51.5M 948,876 +22,426 +2%
Mariner
15
Mariner
Kansas
$51.3M 943,244 +47,899 +5%
SFPM
16
Sensible Financial Planning & Management
Massachusetts
$47.9M 883,100 -120,779 -12%
OAJ
17
Ogorek Anthony Joseph
New York
$41.6M 766,945 +118,594 +18%
AFA
18
Atlanta Financial Associates
Georgia
$40.5M 745,882 +745,882 New
SFA
19
Sequoia Financial Advisors
Ohio
$39.1M 720,988 +70,131 +11%
ML
20
McAdam LLC
Pennsylvania
$33.4M 615,028 -8,469 -1%
JIP
21
JBJ Investment Partners
South Carolina
$27.6M 507,941 -23,392 -4%
BWA
22
BlueSky Wealth Advisors
North Carolina
$26.1M 480,484 +25,966 +6%
AA
23
Ancora Advisors
Ohio
$25.5M 469,521 -13,575 -3%
TCM
24
Towercrest Capital Management
Pennsylvania
$25.3M 465,493 +23,856 +5%
AWMG
25
Alliance Wealth Management Group
New Jersey
$25.3M 465,493 +23,857 +5%
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