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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 %
FLA
276
Financial Life Advisors
Texas
$491K – – –
Nomura Asset Management
277
Nomura Asset Management
Japan
$482K +$482K +18,060 New
Royal Bank of Canada
278
Royal Bank of Canada
Ontario, Canada
$472K +$155K +5,780 +49%
CIC
279
Cutler Investment Counsel
Oregon
$471K +$53 +2 +0%
QCG
280
Quadrant Capital Group
Ohio
$468K +$468K +18,232 New
SIS
281
SVB Investment Services
Utah
$467K +$467K +17,470 New
RWA
282
River Wealth Advisors
Pennsylvania
$459K +$94.9K +3,554 +26%
H
283
HoyleCohen
California
$458K +$2.41K +90 +0.5%
OPA
284
Old Port Advisors
Maine
$456K -$6.12K -228 -1%
BCM
285
Breiter Capital Management
Florida
$455K -$73.3K -2,746 -14%
WWM
286
Western Wealth Management
Colorado
$451K -$8.01K -300 -2%
ACM
287
AlphaStar Capital Management
North Carolina
$445K -$17.2K -642 -4%
RWRC
288
R.W. Roge & Company
New York
$442K +$442K +16,456 New
W
289
Wealthquest
Ohio
$433K -$84.4K -3,160 -16%
KLI
290
Kelman-Lazarov Inc
Tennessee
$432K +$432K +16,168 New
BAMG
291
Brand Asset Management Group
Missouri
$422K +$37.4K +1,402 +10%
SFP
292
Strategic Financial Planning
Texas
$419K +$419K +15,688 New
CBFP
293
Cedar Brook Financial Partners
Ohio
$416K -$220K -8,222 -35%
AF
294
Allworth Financial
California
$392K +$16.1K +602 +4%
AC
295
Alley Company
Illinois
$388K +$10.7K +400 +3%
BJL
296
Brighton Jones LLC
Washington
$384K +$21.1K +790 +6%
IC
297
IEQ Capital
California
$381K +$381K +14,250 New
IWM
298
IHT Wealth Management
Illinois
$381K +$381K +14,250 New
SWA
299
Stratos Wealth Advisors
Ohio
$376K -$72.6K -2,722 -16%
AFS
300
Access Financial Services
Minnesota
$376K -$11.9K -444 -3%
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