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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$671M 11,966,643 +1,188,540 +11%
Ameriprise
2
Ameriprise
Minnesota
$260M 4,632,413 +297,957 +7%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$196M 3,492,643 +574,762 +20%
MFRM
4
Milliman Financial Risk Management
Illinois
$190M 3,381,305 – –
APP
5
Avantax Planning Partners
Iowa
$171M 3,042,861 +85,012 +3%
Financial Engines Advisors
6
Financial Engines Advisors
California
$124M 2,216,820 -31,634 -1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$81.6M 1,455,819 -248,323 -15%
HCM
8
Hengehold Capital Management
Ohio
$81.3M 1,449,602 +158,083 +12%
AFA
9
Atlanta Financial Associates
Georgia
$65.1M 1,160,261 +74,273 +7%
OIA
10
OneDigital Investment Advisors
Kansas
$60.7M 1,082,388 +72,078 +7%
AA
11
Apriem Advisors
California
$60.1M 1,071,131 +50,691 +5%
UCFA
12
United Capital Financial Advisors
Texas
$59.6M 1,063,620 +8,167 +0.8%
Bank of America
13
Bank of America
North Carolina
$57.4M 1,023,847 +54,098 +6%
Mariner
14
Mariner
Kansas
$56.3M 1,003,036 +58,101 +6%
SFPM
15
Sensible Financial Planning & Management
Massachusetts
$53M 944,873 +37,762 +4%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$48.8M 870,821 +61,137 +8%
SFA
17
Sequoia Financial Advisors
Ohio
$48.6M 867,166 +965 +0.1%
JIP
18
JBJ Investment Partners
South Carolina
$46.6M 831,328 +303,618 +58%
Jane Street
19
Jane Street
New York
$40.4M 719,873 +687,593 +2,130%
RIM
20
Rockbridge Investment Management
New York
$40.3M 718,456 +150,408 +26%
ML
21
McAdam LLC
Pennsylvania
$39.9M 710,695 +49,255 +7%
KF
22
Krilogy Financial
Missouri
$38.5M 686,549 +46,643 +7%
BWA
23
BlueSky Wealth Advisors
North Carolina
$33.4M 595,045 +52,401 +10%
HighTower Advisors
24
HighTower Advisors
Illinois
$31M 553,151 +30,679 +6%
WAM
25
Wealthspire Advisors (Maryland)
Maryland
$28.8M 514,333 +40,412 +9%
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