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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.

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
1
Charles Schwab
California
$502M
2
MAM
2
Marotta Asset Management
Virginia
$23.5M
3
AA
3
Apriem Advisors
California
$59M
4
HCM
4
Hengehold Capital Management
Ohio
$58.2M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$109M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$111M
2
TIM
2
Total Investment Management
Arizona
$1.01M
3
HFP
3
Holistic Financial Partners
Indiana
$0
4
SBA
4
Secrest Blakey & Associates
North Carolina
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$2.82M
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$24.6M 460,160 -44,669 -9%
BWA
27
BlueSky Wealth Advisors
North Carolina
$24.4M 454,518 +22,234 +5%
HighTower Advisors
28
HighTower Advisors
Illinois
$23.7M 443,294 +52,230 +13%
AWMG
29
Alliance Wealth Management Group
New Jersey
$23.6M 441,636 +10,138 +2%
TCM
30
Towercrest Capital Management
Pennsylvania
$23.6M 441,637 +10,139 +2%
MAM
31
Marotta Asset Management
Virginia
$23.5M 431,672 +431,672 New
CHA
32
Cooper/Haims Advisors
New York
$23.1M 433,065 +3,559 +0.8%
BSB
33
Bangor Savings Bank
Maine
$23M 430,362 +45,117 +12%
WAM
34
Wealthspire Advisors (Maryland)
Maryland
$21.1M 394,035 +103,282 +36%
Morgan Stanley
35
Morgan Stanley
New York
$20.4M 381,120 -6,911 -2%
KBFS
36
Kohmann Bosshard Financial Services
Ohio
$20.1M 376,403 +12,876 +4%
OWM
37
Opes Wealth Management
California
$18.1M 339,616 +41,742 +14%
KF
38
Krilogy Financial
Missouri
$16.6M 310,098 -2,599 -0.8%
BWM
39
BerganKDV Wealth Management
Minnesota
$15.9M 297,544 +85,976 +41%
RPGK
40
Retirement Planning Group (Kansas)
Kansas
$15.5M 289,692 +13,526 +5%
FMP
41
Financial Management Professionals
Texas
$15.5M 289,308 +2,834 +1%
LIM
42
Leavell Investment Management
Alabama
$15.2M 284,972 +24,127 +9%
AWM
43
Apollon Wealth Management
South Carolina
$14.8M 275,514 +13,179 +5%
PA
44
Planning Alternatives
Michigan
$14.3M 268,534 -6,316 -2%
MTC
45
Matrix Trust Company
Colorado
$14.3M 268,026 -7,439 -3%
HCM
46
Horan Capital Management
Maryland
$14.1M 264,218 +165,804 +168%
DWM
47
Destination Wealth Management
California
$13.7M 256,424 -24,200 -9%
AA
48
Alesco Advisors
New York
$13.5M 252,589 -9,287 -4%
FANJ
49
Financial Architects (New Jersey)
New Jersey
$13.4M 250,862 +27,810 +12%
SWM
50
SVA Wealth Management
Wisconsin
$12.9M 240,722 +16,752 +7%
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