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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

404 hedge funds and large institutions have $3.05B invested in Schwab US Aggregate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 210 increasing their positions, 122 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
+3
Holders Change %
+0.75%
% of All Funds
8.87%
Holding in Top 10
48
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.13%
% of All Funds
1.05%
New
32
Increased
210
Reduced
122
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$126M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$55.5M
3
Charles Schwab
Charles Schwab
California
+$28.5M
4
OAJ
Ogorek Anthony Joseph
New York
+$23.2M
5
Ameriprise
Ameriprise
Minnesota
+$21.1M

Top Sellers

1
OIA
OneDigital Investment Advisors
Kansas
-$28.8M
2
SFPM
Sensible Financial Planning & Management
Massachusetts
-$12.9M
3
BWP
BSW Wealth Partners
Colorado
-$8.7M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$5.39M
5
AWA
Alaska Wealth Advisors
Alaska
-$3.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
226
StrategIQ Financial Group
Indiana
$686K +$54.6K +2,028 +9%
Northwestern Mutual Wealth Management
227
Northwestern Mutual Wealth Management
Wisconsin
$660K +$407K +15,120 +161%
BWP
228
BSW Wealth Partners
Colorado
$652K -$8.7M -323,348 -93%
Thrivent Financial for Lutherans
229
Thrivent Financial for Lutherans
Minnesota
$643K -$421K – –
CBFP
230
Cedar Brook Financial Partners
Ohio
$641K +$99.9K +3,708 +18%
Renaissance Technologies
231
Renaissance Technologies
New York
$635K +$366K +13,600 +136%
LWAC
232
Laurel Wealth Advisors (California)
California
$634K +$381K +14,154 +151%
BFIC
233
Bedell Frazier Investment Counselling
California
$630K -$29.5K -1,096 -4%
CIC
234
Carnegie Investment Counsel
Ohio
$628K +$8.88K +330 +1%
PFS
235
Prospera Financial Services
Texas
$626K +$626K +23,268 New
TW
236
TrinityPoint Wealth
Connecticut
$621K +$621K +23,186 New
WCWM
237
Willow Creek Wealth Management
California
$597K +$3.88K +144 +0.7%
Cetera Investment Advisers
238
Cetera Investment Advisers
Illinois
$595K +$36.6K +1,360 +7%
KFA
239
Kays Financial Advisory
Georgia
$591K +$48.2K +1,790 +9%
PWM
240
Perigon Wealth Management
California
$590K +$6.27K +234 +1%
FC
241
Financial Consulate
Maryland
$568K -$151K -5,616 -21%
MSWMA
242
Market Street Wealth Management Advisors
Indiana
$560K +$37.2K +1,380 +7%
HWM
243
Highwater Wealth Management
Colorado
$549K +$25.9K +964 +5%
QCMNJ
244
Quantum Capital Management (New Jersey)
New Jersey
$541K -$16.1K -596 -3%
BWA
245
BDO Wealth Advisors
Florida
$539K – – –
BCP
246
Blue Chip Partners
Michigan
$535K -$14.4K -534 -3%
BCM
247
Breiter Capital Management
Florida
$533K -$20.5K -762 -4%
HDIM
248
Hanson & Doremus Investment Management
Vermont
$532K +$16.9K +628 +3%
BPWA
249
Beacon Pointe Wealth Advisors
California
$531K +$267K +9,922 +101%
TFA
250
Toth Financial Advisory
Virginia
$528K +$7.37K +274 +1%
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