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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 %
H
251
HoyleCohen
California
$450K +$1.96K +74 +0.4%
HIC
252
Holderness Investments Company
North Carolina
$450K +$450K +16,980 New
RF
253
RHS Financial
California
$439K -$438K -16,542 -50%
SS
254
Simplicity Solutions
Minnesota
$438K -$194K -7,330 -31%
SSWM
255
Sheets Smith Wealth Management
North Carolina
$426K +$170K +6,400 +66%
Thrivent Financial for Lutherans
256
Thrivent Financial for Lutherans
Minnesota
$421K -$437K – –
SA
257
SRH Advisors
Kansas
$412K – – –
AC
258
Alley Company
Illinois
$405K +$27.5K +1,036 +7%
GI
259
GS Investments
Minnesota
$404K +$18.4K +696 +5%
Commonwealth Equity Services
260
Commonwealth Equity Services
Massachusetts
$399K -$215K -8,110 -35%
AF
261
Allworth Financial
California
$389K -$44.9K -1,694 -10%
AFS
262
Access Financial Services
Minnesota
$385K -$80.7K -3,044 -17%
HS
263
Horan Securities
United States
$382K -$5.9M -222,940 -94%
DAS
264
Dynamic Advisor Solutions
Arizona
$382K -$1.75M -66,122 -82%
SAM
265
Summit Asset Management
Tennessee
$382K – – –
SWA
266
Stratos Wealth Advisors
Ohio
$380K +$90.5K +3,420 +31%
Cerity Partners
267
Cerity Partners
New York
$376K +$376K +14,182 New
HIM
268
Hanlon Investment Management
New Jersey
$375K +$16.6K +628 +5%
CAG
269
Crestwood Advisors Group
Massachusetts
$373K +$18.8K +710 +5%
FAM
270
Foothills Asset Management
Arizona
$368K -$6.37K -240 -2%
BJL
271
Brighton Jones LLC
Washington
$366K -$62.6K -2,360 -15%
MI
272
Moneywise Inc
Virginia
$342K -$440K -16,600 -56%
DW
273
Domani Wealth
Pennsylvania
$341K +$424 +16 +0.1%
CWM
274
Confluence Wealth Management
Oregon
$332K -$145K -5,486 -30%
GBBWRPM
275
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$323K +$323K +12,182 New
9 10
11
12 13