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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 %
MCM
276
Maple Capital Management
Vermont
$309K +$10.6K +400 +4%
Royal Bank of Canada
277
Royal Bank of Canada
Ontario, Canada
$309K +$88.3K +3,338 +40%
RWA
278
River Wealth Advisors
Pennsylvania
$298K +$7.68K +290 +3%
JPMorgan Chase & Co
279
JPMorgan Chase & Co
New York
$297K +$128K +4,816 +75%
AWM
280
AE Wealth Management
Kansas
$294K -$53.9K -2,034 -15%
VV
281
Verity & Verity
South Carolina
$289K +$289K +10,900 New
BDF
282
Black Diamond Financial
Maryland
$287K +$9.9K +374 +4%
FM
283
Foster & Motley
Ohio
$286K -$30.1K -1,134 -10%
IRC
284
Investors Research Corp
Georgia
$286K – – –
RJFSA
285
Raymond James Financial Services Advisors
Florida
$286K +$16.2K +612 +6%
BAMG
286
Brand Asset Management Group
Missouri
$286K +$22.5K +850 +9%
HA
287
Harborview Advisors
Maine
$285K -$27.3K -1,030 -9%
SCM
288
Stordahl Capital Management
Colorado
$283K – – –
MPW
289
MA Private Wealth
California
$281K +$4.25K +160 +2%
CFA
290
Cahill Financial Advisors
Minnesota
$280K +$7.42K +280 +3%
EHC
291
Everett Harris & Co
California
$273K – – –
SBH
292
Segall Bryant & Hamill
Illinois
$270K -$11.2K -424 -4%
CIA
293
Capital Investment Advisors
Georgia
$265K +$690 +26 +0.3%
Renaissance Technologies
294
Renaissance Technologies
New York
$265K +$265K +10,000 New
PFBT
295
Parkside Financial Bank & Trust
Missouri
$263K -$71K -2,678 -21%
CFS
296
CRA Financial Services
New Jersey
$261K -$41K -1,548 -14%
RPA
297
Rock Point Advisors
Vermont
$260K -$1.06K -40 -0.4%
SIM
298
Sterling Investment Management
Arizona
$260K – – –
BPWA
299
Beacon Pointe Wealth Advisors
California
$259K +$259K +9,818 New
RWM
300
Ritholtz Wealth Management
New York
$258K -$55.8K -2,110 -18%
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