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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

401 hedge funds and large institutions have $2.68B invested in Schwab US Aggregate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 209 increasing their positions, 107 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
+5
Holders Change %
+1.26%
% of All Funds
8.72%
Holding in Top 10
47
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.82%
% of All Funds
1.02%
New
41
Increased
209
Reduced
107
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$97.6M
2
OIA
OneDigital Investment Advisors
Kansas
$70.7M
3
HCM
Hengehold Capital Management
Ohio
$37.1M
4
Charles Schwab
Charles Schwab
California
$379M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$126M

Top Sellers

1
KF
Krilogy Financial
Missouri
$15.7M
2
FF
Friedenthal Financial
New Jersey
$0
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
PEA
Pacific Edge Advisors
California
$3.63M
5
CMP
Courage Miller Partners
Virginia
$2.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
KM
226
Kalos Management
Georgia
$546K +$546K +20,650 New
BCM
227
Breiter Capital Management
Florida
$545K +$545K +20,556 New
BCP
228
Blue Chip Partners
Michigan
$541K +$4.03K +152 +0.8%
Jane Street
229
Jane Street
New York
$540K +$540K +20,368 New
BNP Paribas Financial Markets
230
BNP Paribas Financial Markets
France
$537K +$49.7K +1,874 +10%
KFA
231
Kays Financial Advisory
Georgia
$535K +$7.32K +276 +1%
CBFP
232
Cedar Brook Financial Partners
Ohio
$532K +$169K +6,384 +47%
CMBA
233
C.M. Bidwell & Associates
Hawaii
$531K +$58.1K +2,196 +12%
BWA
234
BDO Wealth Advisors
Florida
$530K – – –
LAIC
235
Lederer & Associates Investment Counsel
California
$527K +$2.02K +76 +0.4%
GVAG
236
Great Valley Advisor Group
Delaware
$524K +$94.5K +3,586 +22%
HWM
237
Highwater Wealth Management
Colorado
$515K -$14.1K -532 -3%
MSWMA
238
Market Street Wealth Management Advisors
Indiana
$514K +$12.3K +464 +2%
TFA
239
Toth Financial Advisory
Virginia
$513K +$21.7K +818 +4%
HDIM
240
Hanson & Doremus Investment Management
Vermont
$507K +$156K +5,874 +44%
3C
241
361 Capital
Colorado
$495K -$65.4K -2,466 -12%
ACM
242
AlphaStar Capital Management
North Carolina
$494K -$1.83M -69,090 -79%
OPA
243
Old Port Advisors
Maine
$493K -$50.3K -1,898 -9%
FLA
244
Financial Life Advisors
Texas
$487K – – –
BWL
245
Bogart Wealth LLC
Virginia
$483K +$106 +4 +0%
CSIA
246
Charles Schwab Investment Advisory
California
$469K +$469K +17,700 New
FNBOO
247
First National Bank of Omaha
Nebraska
$469K +$469K +17,704 New
CIC
248
Cutler Investment Counsel
Oregon
$468K +$53 +2 +0%
WWM
249
Western Wealth Management
Colorado
$461K +$58.5K +2,200 +15%
BWA
250
Burt Wealth Advisors
Maryland
$454K +$10.2K +386 +2%
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