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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 %
FF
401
Friedenthal Financial
New Jersey
– -$10.7M -414,072 Closed
Susquehanna International Group
402
Susquehanna International Group
Pennsylvania
– -$9.41M -362,630 Closed
PRS
403
Pinkerton Retirement Specialists
Idaho
– -$4.9M -188,888 Closed
PFG
404
Piershale Financial Group
Illinois
– -$3.4M -131,000 Closed
Citadel Advisors
405
Citadel Advisors
Florida
– -$2.79M -107,398 Closed
EFS
406
Econ Financial Services
Pennsylvania
– -$2.28M -87,688 Closed
FC
407
Forte Capital
New York
– -$1.88M -72,594 Closed
FWM
408
Frontier Wealth Management
Missouri
– -$833K -32,102 Closed
APCM
409
Alaska Permanent Capital Management
Alaska
– -$780K -30,058 Closed
FAAS
410
First Allied Advisory Services
California
– -$614K -23,594 Closed
WP
411
WMS Partners
Maryland
– -$288K -11,116 Closed
AIC
412
Ameritas Investment Company
Nebraska
– -$261K -10,064 Closed
FIM
413
Frontier Investment Management
Texas
– -$255K -9,828 Closed
DIS
414
Diversified Investment Strategies
Louisiana
– -$240K -9,250 Closed
PWA
415
Providence Wealth Advisors
Illinois
– -$225K -8,702 Closed
WA
416
Wealth Architects
California
– -$221K -8,502 Closed
IIC
417
Ironwood Investment Counsel
Arizona
– -$210K -8,096 Closed
LJAC
418
L.J. Altfest & Co
New York
– -$206K -7,926 Closed
PMFA
419
Plante Moran Financial Advisors
Michigan
– -$159K -6,136 Closed
HGWM
420
Harvest Group Wealth Management
Massachusetts
– -$157K -6,036 Closed
CHP
421
Cable Hill Partners
Oregon
– -$137K -5,286 Closed
HCA
422
Horan Capital Advisors
Ohio
– -$112K -4,308 Closed
DSC
423
Duncker Streett & Co
Missouri
– -$91K -3,506 Closed
RCAG
424
Rehmann Capital Advisory Group
Michigan
– -$13K -500 Closed
WCM
425
Wealthcare Capital Management
Virginia
– -$10K -376 Closed
14 15 16
17
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