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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 %
W
251
Wealthquest
Ohio
$521K -$69K -2,568 -12%
3C
252
361 Capital
Colorado
$520K +$16.9K +626 +3%
LAIC
253
Lederer & Associates Investment Counsel
California
$516K -$18.8K -700 -4%
OC
254
Oarsman Capital
Wisconsin
$495K -$64.3K -2,390 -11%
FLA
255
Financial Life Advisors
Texas
$495K – – –
SSWM
256
Sheets Smith Wealth Management
North Carolina
$486K +$53.7K +1,998 +12%
SAM
257
SignalPoint Asset Management
Missouri
$486K +$486K +18,034 New
SS
258
Simplicity Solutions
Minnesota
$478K +$32.9K +1,224 +7%
CIC
259
Cutler Investment Counsel
Oregon
$475K +$54 +2 +0%
OPA
260
Old Port Advisors
Maine
$466K -$37.2K -1,376 -7%
ACM
261
AlphaStar Capital Management
North Carolina
$466K -$36.7K -1,362 -7%
WWM
262
Western Wealth Management
Colorado
$465K -$4.11K -152 -0.9%
H
263
HoyleCohen
California
$459K +$1.89K +70 +0.4%
SWA
264
Stratos Wealth Advisors
Ohio
$453K +$66.1K +2,454 +17%
BWA
265
Burt Wealth Advisors
Maryland
$436K -$25.3K -938 -5%
GVAG
266
Great Valley Advisor Group
Delaware
$434K -$100K -3,726 -19%
GI
267
GS Investments
Minnesota
$428K +$17.7K +658 +4%
FPCG
268
Fort Pitt Capital Group
Pennsylvania
$395K +$395K +14,662 New
AFS
269
Access Financial Services
Minnesota
$391K – – –
BAMG
270
Brand Asset Management Group
Missouri
$388K +$97K +3,600 +33%
AC
271
Alley Company
Illinois
$380K -$30.9K -1,150 -8%
AF
272
Allworth Financial
California
$379K -$16.5K -614 -4%
FAM
273
Foothills Asset Management
Arizona
$374K – – –
CAG
274
Crestwood Advisors Group
Massachusetts
$373K -$5.87K -218 -2%
RWA
275
River Wealth Advisors
Pennsylvania
$367K +$64.1K +2,384 +21%
9 10
11
12 13