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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 %
VNA
376
Valley National Advisers
Pennsylvania
$146K -$1.82K -68 -1%
CIAS
377
CBIZ Investment Advisory Services
Ohio
$138K – – –
FWM
378
Filbrandt Wealth Management
Wisconsin
$134K +$134K +5,052 New
CAGAS
379
Capital Advisory Group Advisory Services
Minnesota
$133K +$131K +4,860 +7,839%
GWM
380
Geneos Wealth Management
Colorado
$131K -$5.32K -200 -4%
CF
381
Centaurus Financial
California
$130K +$130K +4,856 New
HI
382
Hudock Inc
Pennsylvania
$117K – – –
HI
383
Human Investing
Oregon
$116K +$6.86K +256 +6%
HWA
384
Heritage Wealth Advisors
Virginia
$116K – – –
TAM
385
Townsend Asset Management
North Carolina
$115K +$115K +4,320 New
GIP
386
Granite Investment Partners
California
$111K -$811 -30 -0.7%
CAL
387
Capital Analysts LLC
Pennsylvania
$108K – – –
Carson Wealth (CWM LLC)
388
Carson Wealth (CWM LLC)
Nebraska
$107K – – –
EFSCE
389
Enterprise Financial Services Corp (EFSC)
Missouri
$101K -$4.03K -150 -4%
BW
390
Bison Wealth
Georgia
$100K +$100K +3,752 New
FA
391
Faithward Advisors
Pennsylvania
$96K +$96K +3,594 New
LB
392
Legacy Bridge
Iowa
$96K +$96K +3,600 New
HCA
393
Horan Capital Advisors
Ohio
$92K +$5.37K +200 +6%
PMFA
394
Plante Moran Financial Advisors
Michigan
$90K +$90K +3,352 New
MFT
395
Moisand Fitzgerald Tamayo
Florida
$87K -$3.25K -122 -4%
MIM
396
Macroview Investment Management
Maryland
$82K – – –
FHA
397
First Horizon Advisors
Tennessee
$78K – – –
SPIA
398
Steward Partners Investment Advisory
New York
$75K +$65.6K +2,486 +694%
OIA
399
Optimum Investment Advisors
Illinois
$74K +$2.99K +112 +4%
TWA
400
TCI Wealth Advisors
Arizona
$66K – – –
14 15
16
17 18