SCHZ icon

Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

396 hedge funds and large institutions have $2.38B invested in Schwab US Aggregate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 181 increasing their positions, 126 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+18
Holders Change %
+4.76%
% of All Funds
8.58%
Holding in Top 10
44
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-20%
% of All Funds
0.95%
New
49
Increased
181
Reduced
126
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
$342M
2
AA
Apriem Advisors
California
$38.6M
3
APP
Avantax Planning Partners
Iowa
$145M
4
Bank of America
Bank of America
North Carolina
$37.4M
5
BIA
Barry Investment Advisors
Massachusetts
$25.2M

Top Sellers

1
DWM
Destination Wealth Management
California
$14.8M
2
Financial Engines Advisors
Financial Engines Advisors
California
$74.1M
3
CW
CreativeOne Wealth
Kansas
$3.98M
4
FWM
Frontier Wealth Management
Missouri
$833K
5
HGWM
Harvest Group Wealth Management
Massachusetts
$157K
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
251
Burt Wealth Advisors
Maryland
$434K -$245K -9,468 -36%
AF
252
Allworth Financial
California
$425K +$34K +1,310 +9%
GVAG
253
Great Valley Advisor Group
Delaware
$421K +$335K +12,950 +388%
BJL
254
Brighton Jones LLC
Washington
$419K +$8.71K +336 +2%
SA
255
SRH Advisors
Kansas
$403K -$28K -1,080 -7%
RW
256
REDW Wealth
New Mexico
$401K -$7.77K -300 -2%
WWM
257
Western Wealth Management
Colorado
$394K -$21.3K -818 -5%
GI
258
GS Investments
Minnesota
$378K +$41.1K +1,584 +12%
SAM
259
Summit Asset Management
Tennessee
$374K -$311K -11,982 -45%
AC
260
Alley Company
Illinois
$369K +$57.7K +2,228 +19%
FAM
261
Foothills Asset Management
Arizona
$366K -$11.7K -450 -3%
Mercer Global Advisors
262
Mercer Global Advisors
Colorado
$364K +$364K +14,022 New
CBFP
263
Cedar Brook Financial Partners
Ohio
$355K +$83.9K +3,236 +31%
HIM
264
Hanlon Investment Management
New Jersey
$351K +$351K +13,536 New
CAG
265
Crestwood Advisors Group
Massachusetts
$347K +$122K +4,718 +55%
HDIM
266
Hanson & Doremus Investment Management
Vermont
$344K +$8.83K +340 +3%
AWM
267
AE Wealth Management
Kansas
$341K -$151K -5,798 -31%
DW
268
Domani Wealth
Pennsylvania
$333K -$379K -14,622 -53%
PFBT
269
Parkside Financial Bank & Trust
Missouri
$327K +$8.67K +334 +3%
FM
270
Foster & Motley
Ohio
$309K +$23K +888 +8%
RWM
271
Ritholtz Wealth Management
New York
$308K +$43K +1,654 +16%
HA
272
Harborview Advisors
Maine
$305K +$12.6K +488 +4%
CFS
273
CRA Financial Services
New Jersey
$296K +$26.9K +1,034 +10%
LCM
274
Liberty Capital Management
Michigan
$293K -$3.16K -122 -1%
MCM
275
Maple Capital Management
Vermont
$292K +$3.68K +142 +1%
9 10
11
12 13