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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 %
FANJ
51
Financial Architects (New Jersey)
New Jersey
$12M +$976K +36,254 +9%
MAG
52
Mokosak Advisory Group
Iowa
$11.6M +$485K +18,012 +4%
BWM
53
BerganKDV Wealth Management
Minnesota
$11.4M -$98.8K -3,670 -0.9%
SBL
54
Sargent Bickham Lagudis
Colorado
$10.3M +$1.72M +63,836 +20%
Goldman Sachs
55
Goldman Sachs
New York
$10.1M -$3.44M -127,582 -25%
CCA
56
Cobblestone Capital Advisors
New York
$9.97M -$2.07M -77,024 -17%
HFP
57
Holistic Financial Partners
Indiana
$9.97M -$153K -5,674 -2%
NDSI
58
Newman Dignan & Sheerar Inc
Rhode Island
$9.94M +$323K +11,984 +3%
VWA
59
VERITY Wealth Advisors
United States
$9.84M -$113K -4,210 -1%
LTFS
60
Ladenburg Thalmann Financial Services
Florida
$9.42M +$936K +34,782 +11%
DBRC
61
D.B. Root & Company
Pennsylvania
$9.35M +$943K +35,008 +11%
UWM
62
USAdvisors Wealth Management
Minnesota
$9.26M -$890K -33,058 -9%
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$9.24M +$8.83M +328,108 +2,176%
EK
64
Evensky & Katz
Florida
$9.13M +$323K +11,994 +4%
LPL Financial
65
LPL Financial
California
$8.48M +$266K +9,896 +3%
OFG
66
Omega Financial Group
California
$7.97M +$174K +6,460 +2%
BL
67
BFSG LLC
California
$7.96M +$6.05M +224,762 +317%
WCG
68
Wall Capital Group
Arizona
$7.9M +$3.75M +139,150 +90%
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$7.9M +$361K +13,408 +5%
SBA
70
Secrest Blakey & Associates
North Carolina
$7.68M +$444K +16,496 +6%
PAG
71
Pinnacle Advisory Group
Maryland
$7.41M +$57K +2,116 +0.8%
AG
72
Advisor Group
Arizona
$7.12M +$744K +27,648 +12%
JFG
73
JMG Financial Group
Illinois
$7.12M -$58.7K -2,180 -0.8%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$7.01M +$307K +11,420 +5%
FWP
75
FAS Wealth Partners
Kansas
$6.91M -$75K -2,784 -1%
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