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.

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
1
Charles Schwab
California
$792M
2
OIA
2
OneDigital Investment Advisors
Kansas
$149M
3
RA
3
Reby Advisors
Connecticut
$38.7M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$49.9M
5
WANY
5
Wealthspire Advisors (New York)
New York
$28.6M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$190M
2
Jane Street
2
Jane Street
New York
$6.91M
3
FAIM
3
Financial Advocates Investment Management
Washington
$0
4
MTC
4
Matrix Trust Company
Colorado
$0
5
PIMG
5
Patriot Investment Management Group
Tennessee
$4.06M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$792M 14,126,865 +2,160,222 +18%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$218M 3,919,645 +427,002 +12%
Ameriprise
3
Ameriprise
Minnesota
$190M 3,388,670 -1,243,743 -27%
MFRM
4
Milliman Financial Risk Management
Illinois
$189M 3,381,305 – –
APP
5
Avantax Planning Partners
Iowa
$178M 3,184,372 +141,511 +5%
OIA
6
OneDigital Investment Advisors
Kansas
$149M 2,666,305 +1,583,917 +146%
Financial Engines Advisors
7
Financial Engines Advisors
California
$131M 2,336,781 +119,961 +5%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$110M 1,958,649 +502,830 +35%
HCM
9
Hengehold Capital Management
Ohio
$82.5M 1,473,202 +23,600 +2%
Mariner
10
Mariner
Kansas
$70.2M 1,253,157 +250,121 +25%
AFA
11
Atlanta Financial Associates
Georgia
$66.5M 1,186,719 +26,458 +2%
UCFA
12
United Capital Financial Advisors
Texas
$61.1M 1,089,916 +26,296 +2%
AA
13
Apriem Advisors
California
$60M 1,071,459 +328 +0%
SFPM
14
Sensible Financial Planning & Management
Massachusetts
$55.2M 985,402 +40,529 +4%
ML
15
McAdam LLC
Pennsylvania
$52.9M 955,705 +245,010 +34%
Bank of America
16
Bank of America
North Carolina
$52.5M 936,547 -87,300 -9%
Qube Research & Technologies (QRT)
17
Qube Research & Technologies (QRT)
United Kingdom
$49.9M 890,326 +680,302 +324%
JIP
18
JBJ Investment Partners
South Carolina
$49.6M 885,999 +54,671 +7%
SFA
19
Sequoia Financial Advisors
Ohio
$49M 874,867 +7,701 +0.9%
RIM
20
Rockbridge Investment Management
New York
$47.2M 841,989 +123,533 +17%
HighTower Advisors
21
HighTower Advisors
Illinois
$44.3M 790,389 +237,238 +43%
KF
22
Krilogy Financial
Missouri
$44.1M 786,837 +100,288 +15%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$43.5M 775,690 -95,131 -11%
RA
24
Reby Advisors
Connecticut
$38.7M 690,632 +690,632 New
BWA
25
BlueSky Wealth Advisors
North Carolina
$36.9M 658,902 +63,857 +11%
1
2 3 4 5