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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 %
NG
401
NWK Group
California
$62K +$62K +2,328 New
VCM
402
Versant Capital Management
Arizona
$59K +$264 +10 +0.4%
RCA
403
Rowland Carmichael Advisors
Arizona
$58K -$81.8K -3,040 -59%
SL
404
Savior LLC
Massachusetts
$54K +$54K +2,032 New
CCM
405
Covington Capital Management
California
$53K – – –
FGAM
406
Financial Gravity Asset Management
Texas
$52K – – –
Fidelity Investments
407
Fidelity Investments
Massachusetts
$44K +$36.7K +1,366 +506%
CAAS
408
Capital Asset Advisory Services
Michigan
$44K +$44K +1,608 New
ICM
409
Islay Capital Management
Texas
$41K +$41K +1,550 New
PO
410
Private Ocean
California
$39K +$325 +12 +0.8%
CWM
411
Cedar Wealth Management
California
$35K -$107K -4,030 -75%
PIP
412
Peachtree Investment Partners
Florida
$35K +$35K +1,300 New
BAM
413
Bellevue Asset Management
Washington
$30K +$30K +1,106 New
TFS
414
TrustCore Financial Services
Tennessee
$28K +$6.27K +236 +29%
AWM
415
Atticus Wealth Management
Florida
$24K +$24K +882 New
CCA
416
Column Capital Advisors
Indiana
$23K +$23K +890 New
CI
417
Cordant Inc
Oregon
$22K +$22K +836 New
SFSIG
418
San Francisco Sentry Investment Group
California
$21K – – –
TCM
419
Tradewinds Capital Management
Washington
$20K +$53 +2 +0.3%
PCIA
420
Prime Capital Investment Advisors
Kansas
$17K -$663K -24,964 -98%
CFGS
421
Concourse Financial Group Securities
Alabama
$17K – – –
VFA
422
Valeo Financial Advisors
Indiana
$17K +$3.05K +114 +22%
IA
423
Independence Advisors
Pennsylvania
$17K +$17K +640 New
CIA
424
Cascade Investment Advisors
Oregon
$16K – – –
BCM
425
Bourgeon Capital Management
Connecticut
$16K – – –
15 16
17
18 19