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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
+$91.3M
2
AA
Apriem Advisors
California
+$19.1M
3
HCM
Hengehold Capital Management
Ohio
+$16.1M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$15.5M
5
Mariner
Mariner
Kansas
+$13.3M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$35.1M
2
TIM
Total Investment Management
Arizona
-$17.2M
3
HFP
Holistic Financial Partners
Indiana
-$9.97M
4
SBA
Secrest Blakey & Associates
North Carolina
-$7.68M
5
Goldman Sachs
Goldman Sachs
New York
-$7.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPWA
251
Beacon Pointe Wealth Advisors
California
$672K +$144K +5,402 +27%
CAG
252
Curtis Advisory Group
California
$651K +$651K +24,350 New
TW
253
TrinityPoint Wealth
Connecticut
$641K +$22.1K +826 +4%
CIA
254
Compass Ion Advisors
Pennsylvania
$639K +$639K +23,922 New
BFIC
255
Bedell Frazier Investment Counselling
California
$630K – – –
CIC
256
Carnegie Investment Counsel
Ohio
$630K +$6.47K +242 +1%
Cetera Investment Advisers
257
Cetera Investment Advisers
Illinois
$624K +$32.9K +1,230 +6%
AP
258
Appleton Partners
Massachusetts
$621K -$90.9K -3,400 -13%
SFS
259
Sowell Financial Services
Arkansas
$608K -$550K -20,586 -47%
CCMW
260
Cypress Capital Management (Wyoming)
Wyoming
$605K +$605K +22,632 New
Thrivent Financial for Lutherans
261
Thrivent Financial for Lutherans
Minnesota
$596K -$643K – –
BWP
262
BSW Wealth Partners
Colorado
$593K -$54.4K -2,036 -8%
OMC
263
Old Mission Capital
Illinois
$592K +$592K +22,164 New
MSWMA
264
Market Street Wealth Management Advisors
Indiana
$582K +$26.2K +980 +5%
Citadel Advisors
265
Citadel Advisors
Florida
$581K +$581K +21,756 New
3C
266
361 Capital
Colorado
$574K +$58.4K +2,186 +11%
FC
267
Financial Consulate
Maryland
$563K – – –
GC
268
Gratus Capital
Georgia
$549K +$549K +20,540 New
HDIM
269
Hanson & Doremus Investment Management
Vermont
$548K +$20.4K +764 +4%
TFA
270
Toth Financial Advisory
Virginia
$546K +$21.6K +810 +4%
SSWM
271
Sheets Smith Wealth Management
North Carolina
$544K +$61.7K +2,312 +13%
BCP
272
Blue Chip Partners
Michigan
$536K +$4.76K +178 +0.9%
BWA
273
BDO Wealth Advisors
Florida
$534K – – –
QCMNJ
274
Quantum Capital Management (New Jersey)
New Jersey
$499K -$37.9K -1,418 -7%
OC
275
Oarsman Capital
Wisconsin
$493K +$1.71K +64 +0.3%
9 10
11
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