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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
1
Mercer Global Advisors
Colorado
$97.6M
2
OIA
2
OneDigital Investment Advisors
Kansas
$70.7M
3
HCM
3
Hengehold Capital Management
Ohio
$37.1M
4
Charles Schwab
4
Charles Schwab
California
$379M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$126M

Top Sellers

1
KF
1
Krilogy Financial
Missouri
$15.7M
2
FF
2
Friedenthal Financial
New Jersey
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
PEA
4
Pacific Edge Advisors
California
$3.63M
5
CMP
5
Courage Miller Partners
Virginia
$2.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$21.3M +$3.65M +137,774 +21%
BWA
27
BlueSky Wealth Advisors
North Carolina
$20.7M +$1.44M +54,454 +7%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$20.6M +$3.98M +150,086 +24%
CCWA
29
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$18.5M +$1.39M +52,522 +8%
JIP
30
JBJ Investment Partners
South Carolina
$18.2M +$4.77M +180,002 +36%
KBFS
31
Kohmann Bosshard Financial Services
Ohio
$18.1M +$884K +33,372 +5%
TIM
32
Total Investment Management
Arizona
$17.7M +$1.47M +54,678 +9%
BSB
33
Bangor Savings Bank
Maine
$17.7M +$2.26M +85,138 +15%
KF
34
Krilogy Financial
Missouri
$15.7M -$18.9M -712,222 -55%
RPGK
35
Retirement Planning Group (Kansas)
Kansas
$15.4M +$905K +34,148 +6%
WAM
36
Wealthspire Advisors (Maryland)
Maryland
$14.9M +$658K +24,814 +5%
DWM
37
Destination Wealth Management
California
$14.9M -$240K -9,064 -2%
MTC
38
Matrix Trust Company
Colorado
$14.7M +$14.7M +556,490 New
FMP
39
Financial Management Professionals
Texas
$14.6M +$10.5M +395,874 +258%
PA
40
Planning Alternatives
Michigan
$14.4M -$461K -17,384 -3%
Morgan Stanley
41
Morgan Stanley
New York
$14.4M +$487K +18,386 +4%
OWM
42
Opes Wealth Management
California
$13.5M +$378K +14,282 +3%
AWM
43
Apollon Wealth Management
South Carolina
$13.5M +$425K +16,044 +3%
Goldman Sachs
44
Goldman Sachs
New York
$13.3M +$7.01M +264,636 +111%
LIM
45
Leavell Investment Management
Alabama
$13.3M +$1.77M +66,798 +15%
AA
46
Alesco Advisors
New York
$12.1M +$169K +6,378 +1%
CCA
47
Cobblestone Capital Advisors
New York
$11.9M -$314K -11,860 -3%
SWM
48
SVA Wealth Management
Wisconsin
$11.8M +$1.26M +47,460 +12%
BWM
49
BerganKDV Wealth Management
Minnesota
$11.3M +$5.13M +193,728 +83%
PIMG
50
Patriot Investment Management Group
Tennessee
$11.2M +$1.14M +43,086 +11%
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