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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 %
FM
351
Foster & Motley
Ohio
$235K -$25.1K -940 -10%
UB
352
UMB Bank
Missouri
$235K -$24K -900 -9%
Cerity Partners
353
Cerity Partners
New York
$233K -$58.1K -2,172 -20%
SWM
354
Southern Wealth Management
Texas
$232K +$232K +8,668 New
TI
355
tru Independence
Oregon
$231K +$231K +8,526 New
CIAS
356
Capital Investment Advisory Services
North Carolina
$230K +$30.9K +1,156 +16%
BA
357
Ballast Advisors
Minnesota
$230K +$230K +8,608 New
SBH
358
Segall Bryant & Hamill
Illinois
$229K -$12.4K -464 -5%
OWM
359
Orgel Wealth Management
Wisconsin
$229K – – –
LSAG
360
Lake Street Advisors Group
New Hampshire
$228K +$1.98K +74 +0.9%
ODCM
361
Old Dominion Capital Management
Virginia
$223K – – –
AWA
362
Acorn Wealth Advisors
Michigan
$222K +$911 +34 +0.4%
WCM
363
Weik Capital Management
Pennsylvania
$220K +$220K +8,220 New
CWM
364
Confluence Wealth Management
Oregon
$216K -$12.8K -480 -6%
IWC
365
Integrated Wealth Concepts
Massachusetts
$215K +$215K +8,036 New
REMPR
366
Roof Eidam Maycock Peralta (REMP)
California
$214K – – –
PCMC
367
Private Capital Management (Colorado)
Colorado
$211K – – –
JPMorgan Chase & Co
368
JPMorgan Chase & Co
New York
$209K +$853 +32 +0.4%
SAM
369
Summit Asset Management
Tennessee
$205K – – –
FA
370
Financial Advisors
Massachusetts
$201K -$10.6K -396 -5%
Wells Fargo
371
Wells Fargo
California
$195K +$49.7K +1,858 +34%
BCM
372
Blume Capital Management
California
$182K -$26.7K -1,002 -13%
SQA
373
Simon Quick Advisors
New Jersey
$164K +$6.36K +238 +4%
FRA
374
Front Row Advisors
California
$156K +$53 +2 +0%
GWS
375
Glassman Wealth Services
Virginia
$155K – – –
13 14
15
16 17