SCHZ icon

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 %
HS
276
Horan Securities
United States
$366K -$22.1K -820 -6%
BJL
277
Brighton Jones LLC
Washington
$366K -$5.66K -210 -2%
MI
278
Moneywise Inc
Virginia
$346K -$1.67K -62 -0.5%
AFP
279
Ausdal Financial Partners
Iowa
$346K +$115K +4,276 +50%
DW
280
Domani Wealth
Pennsylvania
$344K -$2.69K -100 -0.8%
SA
281
SRH Advisors
Kansas
$333K -$85.1K -3,160 -20%
RJFSA
282
Raymond James Financial Services Advisors
Florida
$333K +$42.2K +1,568 +15%
IRC
283
Investors Research Corp
Georgia
$328K +$36.8K +1,364 +13%
FAT
284
First American Trust
California
$326K +$326K +12,100 New
Royal Bank of Canada
285
Royal Bank of Canada
Ontario, Canada
$319K +$5.05K +188 +2%
DAS
286
Dynamic Advisor Solutions
Arizona
$311K -$77.4K -2,876 -20%
CFS
287
CRA Financial Services
New Jersey
$307K +$41.6K +1,542 +16%
VV
288
Verity & Verity
South Carolina
$294K – – –
Cerity Partners
289
Cerity Partners
New York
$293K -$88.9K -3,302 -23%
SCM
290
Stordahl Capital Management
Colorado
$289K – – –
BDF
291
Black Diamond Financial
Maryland
$288K -$4.31K -160 -1%
HA
292
Harborview Advisors
Maine
$287K -$1.99K -74 -0.7%
CFA
293
Cahill Financial Advisors
Minnesota
$287K +$1.89K +70 +0.7%
MPW
294
MA Private Wealth
California
$282K -$2.91K -108 -1%
RWM
295
Ritholtz Wealth Management
New York
$282K +$19.6K +730 +7%
EHC
296
Everett Harris & Co
California
$277K – – –
GRP
297
Global Retirement Partners
California
$277K +$58.6K +2,176 +27%
CIA
298
Capital Investment Advisors
Georgia
$269K +$645 +24 +0.2%
PFBT
299
Parkside Financial Bank & Trust
Missouri
$266K -$1.35K -50 -0.5%
WP
300
WealthShield Partners
North Carolina
$266K +$19.1K +708 +8%
10 11
12
13 14