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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
$147M
2
Financial Engines Advisors
Financial Engines Advisors
California
$137M
3
Charles Schwab
Charles Schwab
California
$414M
4
OAJ
Ogorek Anthony Joseph
New York
$23.3M
5
Ameriprise
Ameriprise
Minnesota
$138M

Top Sellers

1
OIA
OneDigital Investment Advisors
Kansas
$43.1M
2
SFPM
Sensible Financial Planning & Management
Massachusetts
$59.1M
3
BWP
BSW Wealth Partners
Colorado
$652K
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$93.7M
5
AWA
Alaska Wealth Advisors
Alaska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
351
Human Investing
Oregon
$110K +$8K +296 +8%
CAL
352
Capital Analysts LLC
Pennsylvania
$109K -$80.6K -3,004 -43%
Carson Wealth (CWM LLC)
353
Carson Wealth (CWM LLC)
Nebraska
$107K – – –
EFSCE
354
Enterprise Financial Services Corp (EFSC)
Missouri
$105K +$161 +6 +0.2%
MFT
355
Moisand Fitzgerald Tamayo
Florida
$91K -$24.6K -914 -21%
HCA
356
Horan Capital Advisors
Ohio
$87K +$87K +3,228 New
FAAS
357
First Allied Advisory Services
California
$84K +$84K +3,172 New
MIM
358
Macroview Investment Management
Maryland
$83K – – –
FHA
359
First Horizon Advisors
Tennessee
$78K – – –
OIA
360
Optimum Investment Advisors
Illinois
$72K +$2.49K +92 +4%
AAM
361
Advisors Asset Management
Colorado
$66K -$58.7K -2,192 -47%
TWA
362
TCI Wealth Advisors
Arizona
$66K +$66K +2,460 New
VCM
363
Versant Capital Management
Arizona
$59K +$2.86K +108 +5%
CCM
364
Covington Capital Management
California
$53K – – –
Citigroup
365
Citigroup
New York
$52K +$38.3K +1,420 +278%
FGAM
366
Financial Gravity Asset Management
Texas
$52K +$52K +1,938 New
SFSG
367
Stearns Financial Services Group
North Carolina
$45K +$4.2K +156 +10%
PO
368
Private Ocean
California
$39K -$31.9K -1,168 -45%
DP
369
Denver PWM
Colorado
$29.7K +$29.7K +1,102 New
BC
370
Barnett & Company
Tennessee
$22K – – –
SFSIG
371
San Francisco Sentry Investment Group
California
$22K – – –
TFS
372
TrustCore Financial Services
Tennessee
$22K +$21.8K +812 +13,533%
TCM
373
Tradewinds Capital Management
Washington
$20K +$53 +2 +0.3%
LWM
374
Lenox Wealth Management
Ohio
$19K -$8.39K -318 -31%
HRC
375
Hoertkorn Richard Charles
$19K +$19K +700 New
13 14
15
16 17