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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
$502M
2
AA
Apriem Advisors
California
$59M
3
HCM
Hengehold Capital Management
Ohio
$58.2M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$109M
5
Mariner
Mariner
Kansas
$47.8M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$111M
2
TIM
Total Investment Management
Arizona
$1.01M
3
HFP
Holistic Financial Partners
Indiana
$0
4
SBA
Secrest Blakey & Associates
North Carolina
$0
5
Goldman Sachs
Goldman Sachs
New York
$2.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
EHC
326
Everett Harris & Co
California
$275K – – –
CFA
327
Cahill Financial Advisors
Minnesota
$270K -$14.6K -546 -5%
PFBT
328
Parkside Financial Bank & Trust
Missouri
$269K +$5.5K +206 +2%
MAS
329
Managed Account Services
Florida
$269K +$24.5K +916 +10%
KFA
330
Kays Financial Advisory
Georgia
$268K -$319K -11,928 -54%
CFS
331
CRA Financial Services
New Jersey
$268K -$36.5K -1,364 -12%
HA
332
Harborview Advisors
Maine
$265K -$19.5K -732 -7%
LFG
333
Larson Financial Group
Missouri
$265K +$20.6K +774 +8%
APA
334
American Portfolios Advisors
New York
$264K +$34.6K +1,296 +15%
SIM
335
Sterling Investment Management
Arizona
$262K – – –
FCIM
336
Fairview Capital Investment Management
California
$262K +$16.3K +610 +7%
GI
337
GS Investments
Minnesota
$262K -$141K -5,564 -35%
CMA
338
Cedar Mountain Advisors
Oregon
$261K +$261K +9,754 New
OCG
339
Opus Capital Group
Ohio
$257K -$2.62K -98 -1%
RWM
340
Ritholtz Wealth Management
New York
$255K -$24.7K -924 -9%
AIC
341
Ameritas Investment Company
Nebraska
$253K +$16.2K +606 +7%
SNBOSD
342
Security National Bank of So Dak
Iowa
$250K +$2.83K +106 +1%
PWA
343
Providence Wealth Advisors
Illinois
$243K -$13.9K -520 -5%
MCM
344
Maple Capital Management
Vermont
$243K +$10.7K +400 +5%
NGA
345
Naples Global Advisors
Florida
$243K +$14.1K +530 +6%
RCC
346
Red Cedar Capital
Nebraska
$242K +$2.19K +82 +0.9%
RM
347
Resource Management
Louisiana
$241K +$241K +9,006 New
NFG
348
Next Financial Group
Texas
$240K +$74K +2,768 +45%
LWAC
349
Laurel Wealth Advisors (California)
California
$238K -$391K -14,640 -62%
PA
350
Pinnacle Associates
New York
$238K – – –
12 13
14
15 16