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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 %
MAG
51
Mokosak Advisory Group
Iowa
$11M +$117K +4,418 +1%
FANJ
52
Financial Architects (New Jersey)
New Jersey
$10.9M +$788K +29,722 +8%
HFP
53
Holistic Financial Partners
Indiana
$9.97M +$791K +29,848 +9%
VWA
54
VERITY Wealth Advisors
United States
$9.79M +$3.88M +146,294 +66%
BWP
55
BSW Wealth Partners
Colorado
$9.21M +$944K +35,616 +11%
AWS
56
AJ Wealth Strategies
New York
$8.98M +$1.72M +64,998 +24%
EK
57
Evensky & Katz
Florida
$8.66M +$247K +9,334 +3%
SBL
58
Sargent Bickham Lagudis
Colorado
$8.41M +$5.1M +192,296 +154%
LTFS
59
Ladenburg Thalmann Financial Services
Florida
$8.35M +$51.1K +1,930 +0.6%
DBRC
60
D.B. Root & Company
Pennsylvania
$8.28M +$77.9K +2,938 +0.9%
LPL Financial
61
LPL Financial
California
$8.08M -$1.31M -49,616 -14%
OFG
62
Omega Financial Group
California
$7.67M +$320K +12,070 +4%
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$7.42M -$74K -2,792 -1%
PAG
64
Pinnacle Advisory Group
Maryland
$7.24M -$474K -17,904 -6%
SBA
65
Secrest Blakey & Associates
North Carolina
$7.13M +$411K +15,522 +6%
JFG
66
JMG Financial Group
Illinois
$7.07M -$723K -27,290 -9%
BlackRock
67
BlackRock
New York
$7.02M -$1.75M -66,132 -20%
BC
68
Burleson & Co
California
$6.91M -$893K -33,584 -11%
FWP
69
FAS Wealth Partners
Kansas
$6.87M -$946K -35,686 -12%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$6.6M +$710K +26,786 +12%
AG
71
Advisor Group
Arizona
$6.28M +$410K +15,458 +7%
ECM
72
Exchange Capital Management
Michigan
$6.06M -$886K -33,444 -13%
RC
73
Roundview Capital
New Jersey
$5.93M +$1.07M +40,456 +22%
FAIM
74
Financial Advocates Investment Management
Washington
$5.77M +$4.22M +159,412 +273%
BIA
75
Bigelow Investment Advisors
Maine
$5.6M +$150K +5,670 +3%
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3
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