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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 %
RF
301
RHS Financial
California
$264K -$183K -6,782 -41%
SIM
302
Sterling Investment Management
Arizona
$264K – – –
FM
303
Foster & Motley
Ohio
$262K -$28.3K -1,052 -10%
OCG
304
Opus Capital Group
Ohio
$261K +$15.4K +572 +6%
PWA
305
Providence Wealth Advisors
Illinois
$258K +$258K +9,598 New
AWM
306
AE Wealth Management
Kansas
$256K -$43.2K -1,604 -14%
RPA
307
Rock Point Advisors
Vermont
$250K -$13.4K -500 -5%
SNBOSD
308
Security National Bank of So Dak
Iowa
$249K +$249K +9,244 New
FCIM
309
Fairview Capital Investment Management
California
$247K – – –
LFG
310
Larson Financial Group
Missouri
$247K +$18.1K +672 +8%
MAS
311
Managed Account Services
Florida
$245K -$6.12K -228 -2%
SBH
312
Segall Bryant & Hamill
Illinois
$242K -$32.3K -1,200 -12%
Deutsche Bank
313
Deutsche Bank
Germany
$242K +$204K +7,602 +529%
RCC
314
Red Cedar Capital
Nebraska
$241K +$1.67K +62 +0.7%
5L
315
55I LLC
Massachusetts
$241K +$241K +8,950 New
PA
316
Pinnacle Associates
New York
$240K -$2.96K -110 -1%
BPB
317
Badgley, Phelps & Bell
Washington
$238K – – –
AIC
318
Ameritas Investment Company
Nebraska
$238K +$238K +8,848 New
MCM
319
Maple Capital Management
Vermont
$234K -$80.5K -2,986 -26%
APA
320
American Portfolios Advisors
New York
$231K +$69.2K +2,572 +43%
CWM
321
Confluence Wealth Management
Oregon
$231K -$107K -3,966 -32%
NGA
322
Naples Global Advisors
Florida
$231K +$4.04K +150 +2%
OWM
323
Orgel Wealth Management
Wisconsin
$231K +$231K +8,582 New
Jane Street
324
Jane Street
New York
$228K -$321K -11,912 -58%
LSAG
325
Lake Street Advisors Group
New Hampshire
$228K -$2.43K -90 -1%
11 12
13
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