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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 %
CAG
301
Crestwood Advisors Group
Massachusetts
$370K -$321 -12 -0.1%
RF
302
RHS Financial
California
$367K +$105K +3,940 +40%
BWA
303
Burt Wealth Advisors
Maryland
$357K -$75K -2,812 -17%
HS
304
Horan Securities
United States
$357K -$6.36K -238 -2%
AFP
305
Ausdal Financial Partners
Iowa
$352K +$3.15K +116 +0.9%
FAM
306
Foothills Asset Management
Arizona
$350K -$20.2K -758 -5%
OFS
307
Oldfather Financial Services
Nebraska
$350K +$350K +12,872 New
MI
308
Moneywise Inc
Virginia
$332K -$13.6K -506 -4%
SA
309
SRH Advisors
Kansas
$331K – – –
JWBC
310
John W. Brooker & Co
California
$329K +$329K +12,322 New
GVAG
311
Great Valley Advisor Group
Delaware
$326K -$104K -3,914 -24%
IRC
312
Investors Research Corp
Georgia
$325K – – –
Deutsche Bank
313
Deutsche Bank
Germany
$324K +$83.3K +3,128 +35%
DAS
314
Dynamic Advisor Solutions
Arizona
$323K +$14.2K +532 +5%
MWP
315
Meridian Wealth Partners
Pennsylvania
$315K +$315K +11,798 New
5L
316
55I LLC
Massachusetts
$302K +$62.6K +2,340 +26%
DW
317
Domani Wealth
Pennsylvania
$293K -$47.8K -1,792 -14%
VV
318
Verity & Verity
South Carolina
$291K – – –
SCM
319
Stordahl Capital Management
Colorado
$291K +$5.02K +188 +2%
BDF
320
Black Diamond Financial
Maryland
$287K +$1.18K +44 +0.4%
MPW
321
MA Private Wealth
California
$280K – – –
GRP
322
Global Retirement Partners
California
$280K +$4.92K +184 +2%
CIA
323
Capital Investment Advisors
Georgia
$278K +$10.6K +398 +4%
RPA
324
Rock Point Advisors
Vermont
$277K +$28.8K +1,078 +12%
WP
325
WealthShield Partners
North Carolina
$276K +$12.4K +466 +5%
11 12
13
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