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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.

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
1
Milliman Financial Risk Management
Illinois
$190M
2
Charles Schwab
2
Charles Schwab
California
$606M
3
Ameriprise
3
Ameriprise
Minnesota
$244M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$52.6M
5
RIM
5
Rockbridge Investment Management
New York
$31.9M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$18.2M
2
Jane Street
2
Jane Street
New York
$1.82M
3
Bank of America
3
Bank of America
North Carolina
$54.5M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$45.5M
5
TF
5
TimeScale Financial
Massachusetts
$8.37M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$606M 10,778,103 +1,293,736 +14%
Ameriprise
2
Ameriprise
Minnesota
$244M 4,334,456 +692,204 +19%
MFRM
3
Milliman Financial Risk Management
Illinois
$190M 3,381,305 +3,381,305 New
APP
4
Avantax Planning Partners
Iowa
$166M 2,957,849 +219,543 +8%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$165M 2,917,881 +374,845 +15%
Financial Engines Advisors
6
Financial Engines Advisors
California
$126M 2,248,454 -192,374 -8%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$95.8M 1,704,142 -494,728 -22%
HCM
8
Hengehold Capital Management
Ohio
$72.6M 1,291,519 +46,460 +4%
AFA
9
Atlanta Financial Associates
Georgia
$61.1M 1,085,988 +340,106 +46%
UCFA
10
United Capital Financial Advisors
Texas
$59.4M 1,055,453 -51,771 -5%
AA
11
Apriem Advisors
California
$57.4M 1,020,440 -26,749 -3%
OIA
12
OneDigital Investment Advisors
Kansas
$56.8M 1,010,310 +61,434 +6%
Bank of America
13
Bank of America
North Carolina
$54.5M 969,749 -1,026,833 -51%
Mariner
14
Mariner
Kansas
$53.1M 944,935 +1,691 +0.2%
Qube Research & Technologies (QRT)
15
Qube Research & Technologies (QRT)
United Kingdom
$52.6M 935,902 +600,002 +179%
SFPM
16
Sensible Financial Planning & Management
Massachusetts
$51M 907,111 +24,011 +3%
SFA
17
Sequoia Financial Advisors
Ohio
$48.7M 866,201 +145,213 +20%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$45.5M 809,684 -917,289 -53%
ML
19
McAdam LLC
Pennsylvania
$37.2M 661,440 +46,412 +8%
KF
20
Krilogy Financial
Missouri
$36M 639,906 +347,992 +119%
BlackRock
21
BlackRock
New York
$34.3M 610,567 +549,711 +903%
RIM
22
Rockbridge Investment Management
New York
$31.9M 568,048 +568,048 New
BWA
23
BlueSky Wealth Advisors
North Carolina
$30.5M 542,644 +62,160 +13%
JIP
24
JBJ Investment Partners
South Carolina
$29.7M 527,710 +19,769 +4%
HighTower Advisors
25
HighTower Advisors
Illinois
$29.4M 522,472 +58,189 +13%
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