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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 %
IF
451
Ironwood Financial
Arizona
$3K – – –
AC
452
AlphaCore Capital
California
$3K +$3K +120 New
SHWM
453
Silicon Hills Wealth Management
Texas
$2.72K +$2.72K +296 New
FCM
454
Firestone Capital Management
Florida
$2K +$2K +60 New
Fifth Third Bancorp
455
Fifth Third Bancorp
Ohio
$1K – – –
BFEC
456
Benjamin F. Edwards & Company
Missouri
$1K – – –
WCM
457
Wealthcare Capital Management
Virginia
$1K – – –
TFO
458
Tarbox Family Office
California
$1K – – –
WFMPM
459
Woodley Farra Manion Portfolio Management
Indiana
$1K +$1K +24 New
HFP
460
Holistic Financial Partners
Indiana
– -$9.97M -370,620 Closed
SBA
461
Secrest Blakey & Associates
North Carolina
– -$7.68M -285,392 Closed
FMT
462
First Mercantile Trust
Tennessee
– -$4.58M -170,172 Closed
VDFA
463
Vickerman & Driscoll Financial Advisors
Washington
– -$3.76M -139,592 Closed
GM
464
GeoWealth Management
Illinois
– -$2.67M -99,192 Closed
BIA
465
BHK Investment Advisors
Alabama
– -$2.26M -83,962 Closed
WP
466
WealthSource Partners
California
– -$1.03M -38,412 Closed
KM
467
Kalos Management
Georgia
– -$1.02M -38,170 Closed
WCWM
468
Willow Creek Wealth Management
California
– -$597K -22,178 Closed
FAT
469
First American Trust
California
– -$326K -12,100 Closed
BPB
470
Badgley, Phelps & Bell
Washington
– -$238K -8,824 Closed
JCM
471
Jacobsen Capital Management
Utah
– -$227K -8,462 Closed
Jane Street
472
Jane Street
New York
– -$228K -8,456 Closed
FA
473
Fortis Advisors
Pennsylvania
– -$131K -4,884 Closed
FAAS
474
First Allied Advisory Services
California
– -$84K -3,172 Closed
AAM
475
Advisors Asset Management
Colorado
– -$66K -2,464 Closed
16 17 18
19
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