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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

404 hedge funds and large institutions have $3.05B invested in Schwab US Aggregate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 210 increasing their positions, 122 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
+3
Holders Change %
+0.75%
% of All Funds
8.87%
Holding in Top 10
48
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.13%
% of All Funds
1.05%
New
32
Increased
210
Reduced
122
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$147M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$137M
3
Charles Schwab
3
Charles Schwab
California
$414M
4
OAJ
4
Ogorek Anthony Joseph
New York
$23.3M
5
Ameriprise
5
Ameriprise
Minnesota
$138M

Top Sellers

1
OIA
1
OneDigital Investment Advisors
Kansas
$43.1M
2
SFPM
2
Sensible Financial Planning & Management
Massachusetts
$59.1M
3
BWP
3
BSW Wealth Partners
Colorado
$652K
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$93.7M
5
AWA
5
Alaska Wealth Advisors
Alaska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWMG
26
Alliance Wealth Management Group
New Jersey
$23.2M +$1.3M +48,392 +6%
TCM
27
Towercrest Capital Management
Pennsylvania
$23.2M +$1.3M +48,394 +6%
CHA
28
Cooper/Haims Advisors
New York
$23.1M -$609K -22,624 -3%
CCWA
29
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$22.3M +$3.56M +132,298 +19%
HighTower Advisors
30
HighTower Advisors
Illinois
$21.1M -$563K -20,896 -3%
Morgan Stanley
31
Morgan Stanley
New York
$20.9M +$6.27M +232,944 +43%
BSB
32
Bangor Savings Bank
Maine
$20.7M +$2.74M +101,848 +15%
JIP
33
JBJ Investment Partners
South Carolina
$20.2M +$1.73M +64,170 +9%
KBFS
34
Kohmann Bosshard Financial Services
Ohio
$19.6M +$1.16M +43,100 +6%
TIM
35
Total Investment Management
Arizona
$18.4M +$603K +22,408 +3%
KF
36
Krilogy Financial
Missouri
$16.8M +$853K +31,692 +5%
OWM
37
Opes Wealth Management
California
$16M +$2.29M +85,122 +17%
WAM
38
Wealthspire Advisors (Maryland)
Maryland
$15.7M +$471K +17,480 +3%
FMP
39
Financial Management Professionals
Texas
$15.4M +$629K +23,374 +4%
DWM
40
Destination Wealth Management
California
$15.1M +$2.42K +90 +0%
RPGK
41
Retirement Planning Group (Kansas)
Kansas
$14.9M -$743K -27,576 -5%
MTC
42
Matrix Trust Company
Colorado
$14.8M -$150K -5,560 -1%
PA
43
Planning Alternatives
Michigan
$14.8M +$158K +5,872 +1%
AWM
44
Apollon Wealth Management
South Carolina
$14.1M +$441K +16,376 +3%
AA
45
Alesco Advisors
New York
$14.1M +$1.77M +65,880 +14%
LIM
46
Leavell Investment Management
Alabama
$14M +$568K +21,078 +4%
PIMG
47
Patriot Investment Management Group
Tennessee
$12.4M +$872K +32,254 +8%
AWS
48
AJ Wealth Strategies
New York
$12.2M +$3.07M +114,088 +34%
FF
49
Friedenthal Financial
New Jersey
$12.1M +$12.1M +450,452 New
SWM
50
SVA Wealth Management
Wisconsin
$12.1M +$48.5K +1,800 +0.4%
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