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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
$97.6M
2
OIA
OneDigital Investment Advisors
Kansas
$70.7M
3
HCM
Hengehold Capital Management
Ohio
$37.1M
4
Charles Schwab
Charles Schwab
California
$379M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$126M

Top Sellers

1
KF
Krilogy Financial
Missouri
$15.7M
2
FF
Friedenthal Financial
New Jersey
$0
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
PEA
Pacific Edge Advisors
California
$3.63M
5
CMP
Courage Miller Partners
Virginia
$2.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
UWM
376
USAdvisors Wealth Management
Minnesota
$9.99K +$1.17K +44,218 +13%
NDSI
377
Newman Dignan & Sheerar Inc
Rhode Island
$9.46K +$328 +12,366 +4%
AWM
378
Arbor Wealth Management
Florida
$9K -$15.3K -558 -63%
EWM
379
Elmwood Wealth Management
California
$9K – – –
SPIA
380
Steward Partners Investment Advisory
New York
$9K +$9K +358 New
William Blair & Company
381
William Blair & Company
Illinois
$8K -$10K -394 -56%
CFA
382
Carroll Financial Associates
North Carolina
$7K +$7K +282 New
MG
383
MilWealth Group
Wisconsin
$5.94K +$53 +2 +0.9%
ClearBridge Investments
384
ClearBridge Investments
New York
$5K – – –
HCM
385
Horrell Capital Management
Arkansas
$5K – – –
FCA
386
FinTrust Capital Advisors
South Carolina
$4K -$5.41K -184 -58%
TIM
387
Tortoise Investment Management
New York
$3K -$18.3K -730 -86%
CFGS
388
Concourse Financial Group Securities
Alabama
$3K – – –
SJIM
389
St. Johns Investment Management
Florida
$3K – – –
IF
390
Ironwood Financial
Arizona
$3K – – –
CDIA
391
Capital Directions Investment Advisors
Georgia
$3K +$49 +2 +2%
TL
392
TrueWealth LLC
Georgia
$3K +$2K +68 +200%
CAGAS
393
Capital Advisory Group Advisory Services
Minnesota
$2K – – –
MWM
394
Meridian Wealth Management
Kentucky
$1.58K +$1.58K +5,944 New
DWM
395
Doyle Wealth Management
Florida
$1K +$1K +24 New
TFO
396
Tarbox Family Office
California
$1K +$1K +30 New
Fifth Third Bancorp
397
Fifth Third Bancorp
Ohio
$1K +$1K +40 New
ACA
398
Ackerman Capital Advisors
Texas
$929 – – –
UB
399
UMB Bank
Missouri
$257 – – –
WIM
400
Westside Investment Management
California
$3 +$3 +134 New
14 15
16
17 18