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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
+$97.2M
2
OIA
OneDigital Investment Advisors
Kansas
+$49.6M
3
HCM
Hengehold Capital Management
Ohio
+$35.5M
4
Charles Schwab
Charles Schwab
California
+$29.3M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$25.2M

Top Sellers

1
KF
Krilogy Financial
Missouri
-$18.9M
2
FF
Friedenthal Financial
New Jersey
-$10.7M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$9.41M
4
PEA
Pacific Edge Advisors
California
-$8.64M
5
CMP
Courage Miller Partners
Virginia
-$6.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
326
Capital Investment Advisory Services
North Carolina
$197K – – –
CAL
327
Capital Analysts LLC
Pennsylvania
$187K +$92.1K +3,478 +97%
CF
328
Centaurus Financial
California
$183K +$183K +6,920 New
HWA
329
Heritage Wealth Advisors
Virginia
$178K -$3.5K -132 -2%
NFG
330
Next Financial Group
Texas
$161K +$145K +5,464 +911%
APA
331
American Portfolios Advisors
New York
$159K +$43.2K +1,630 +37%
GWS
332
Glassman Wealth Services
Virginia
$159K +$159K +6,014 New
FRA
333
Front Row Advisors
California
$155K – – –
VNA
334
Valley National Advisers
Pennsylvania
$149K – – –
SQA
335
Simon Quick Advisors
New Jersey
$149K +$2.49K +94 +2%
HI
336
Hudock Inc
Pennsylvania
$143K -$1.84M -69,670 -93%
GWM
337
Geneos Wealth Management
Colorado
$133K +$4.49K +170 +3%
AAM
338
Advisors Asset Management
Colorado
$123K -$19.1K -724 -13%
RCA
339
Rowland Carmichael Advisors
Arizona
$119K – – –
OAJ
340
Ogorek Anthony Joseph
New York
$119K +$47.1K +1,784 +65%
FA
341
Fortis Advisors
Pennsylvania
$119K +$103K +3,888 +631%
MFT
342
Moisand Fitzgerald Tamayo
Florida
$114K -$795 -30 -0.7%
GIP
343
Granite Investment Partners
California
$110K – – –
Carson Wealth (CWM LLC)
344
Carson Wealth (CWM LLC)
Nebraska
$107K – – –
EFSCE
345
Enterprise Financial Services Corp (EFSC)
Missouri
$103K – – –
HI
346
Human Investing
Oregon
$100K +$2.54K +96 +3%
Wells Fargo
347
Wells Fargo
California
$87K +$13K +490 +18%
MIM
348
Macroview Investment Management
Maryland
$81K – – –
FHA
349
First Horizon Advisors
Tennessee
$77K – – –
ESB
350
Essex Savings Bank
Connecticut
$74K -$5.29K -200 -7%
12 13
14
15 16