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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 %
BCM
301
Bienville Capital Management
New York
$256K – – –
LWAC
302
Laurel Wealth Advisors (California)
California
$249K +$13.6K +512 +6%
Northwestern Mutual Wealth Management
303
Northwestern Mutual Wealth Management
Wisconsin
$249K +$177K +6,684 +248%
MAS
304
Managed Account Services
Florida
$247K -$38.2K -1,446 -13%
WP
305
WealthShield Partners
North Carolina
$243K -$54.8K -2,066 -18%
FCIM
306
Fairview Capital Investment Management
California
$243K – – –
OCG
307
Opus Capital Group
Ohio
$242K +$12K +452 +5%
PA
308
Pinnacle Associates
New York
$239K -$3.82K -144 -2%
RCC
309
Red Cedar Capital
Nebraska
$236K +$1.75K +66 +0.7%
BPB
310
Badgley, Phelps & Bell
Washington
$234K – – –
AFP
311
Ausdal Financial Partners
Iowa
$227K +$227K +8,570 New
LSAG
312
Lake Street Advisors Group
New Hampshire
$226K +$1.69K +64 +0.8%
LFG
313
Larson Financial Group
Missouri
$225K +$30.1K +1,134 +15%
NGA
314
Naples Global Advisors
Florida
$223K +$223K +8,430 New
ODCM
315
Old Dominion Capital Management
Virginia
$222K – – –
JCM
316
Jacobsen Capital Management
Utah
$222K +$222K +8,402 New
AWA
317
Acorn Wealth Advisors
Michigan
$220K +$913 +34 +0.4%
ASN
318
Advisory Services Network
Georgia
$217K -$21K -794 -9%
GRP
319
Global Retirement Partners
California
$215K +$67.4K +2,542 +46%
WCM
320
Weik Capital Management
Pennsylvania
$213K -$53.7K -2,030 -20%
REMPR
321
Roof Eidam Maycock Peralta (REMP)
California
$212K -$549K -20,760 -72%
BCM
322
Blume Capital Management
California
$208K – – –
FA
323
Financial Advisors
Massachusetts
$208K +$1.17K +44 +0.6%
PCMC
324
Private Capital Management (Colorado)
Colorado
$207K +$477 +18 +0.2%
CA
325
Cetera Advisors
Colorado
$204K -$28.6K -1,084 -12%
11 12
13
14 15