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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

457 hedge funds and large institutions have $3.31B invested in Schwab US Aggregate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 206 increasing their positions, 128 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
457
Holders Change
+53
Holders Change %
+13.12%
% of All Funds
9.02%
Holding in Top 10
52
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.33%
% of All Funds
1.03%
New
79
Increased
206
Reduced
128
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
$502M
2
AA
Apriem Advisors
California
$59M
3
HCM
Hengehold Capital Management
Ohio
$58.2M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$109M
5
Mariner
Mariner
Kansas
$47.8M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$111M
2
TIM
Total Investment Management
Arizona
$1.01M
3
HFP
Holistic Financial Partners
Indiana
$0
4
SBA
Secrest Blakey & Associates
North Carolina
$0
5
Goldman Sachs
Goldman Sachs
New York
$2.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
226
Aptus Capital Advisors
Alabama
$858K -$189K -7,062 -18%
WFA
227
Wade Financial Advisory
California
$849K +$849K +31,794 New
HIC
228
Holderness Investments Company
North Carolina
$841K -$2.67K -100 -0.3%
ZF
229
Zhang Financial
Michigan
$837K -$267K -10,008 -24%
BO
230
BRR OpCo
Ohio
$826K +$3.74K +140 +0.5%
Jones Financial Companies
231
Jones Financial Companies
Missouri
$822K -$144K -5,400 -15%
WIC
232
Whitegate Investment Counselors
New Hampshire
$814K -$53.9K -2,018 -6%
LFS
233
Lutz Financial Services
Nebraska
$812K +$37.1K +1,390 +5%
DP
234
DDD Partners
Washington
$801K +$57.6K +2,154 +8%
NC
235
NovaPoint Capital
Georgia
$800K +$800K +29,964 New
LCM
236
Liberty Capital Management
Michigan
$789K +$4.11K +154 +0.5%
MML Investors Services
237
MML Investors Services
Massachusetts
$758K +$12.9K +484 +2%
HA
238
HC Advisors
Georgia
$745K +$745K +27,898 New
PFS
239
Prospera Financial Services
Texas
$739K +$118K +4,408 +19%
ASN
240
Advisory Services Network
Georgia
$738K +$519K +19,414 +237%
CA
241
Cambridge Advisors
Nebraska
$731K -$5.77K -216 -0.8%
ACA
242
Ackerman Capital Advisors
Texas
$720K -$221K -8,286 -24%
PAM
243
Peak Asset Management
Colorado
$708K +$2.46K +92 +0.3%
RW
244
REDW Wealth
New Mexico
$706K -$290K -10,856 -29%
CGFA
245
Colton Groome Financial Advisors
North Carolina
$705K +$15.2K +568 +2%
CA
246
Continuum Advisory
Idaho
$699K -$1.18K -44 -0.2%
CWM
247
Cabot Wealth Management
Massachusetts
$698K -$46K -1,720 -6%
SS
248
Simplicity Solutions
Minnesota
$695K +$220K +8,242 +46%
OCM
249
One Capital Management
California
$689K -$52.8K -1,974 -7%
SFG
250
StrategIQ Financial Group
Indiana
$681K +$53 +2 +0%
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