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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 %
FF
51
Friedenthal Financial
New Jersey
$12.3M 230,549 +5,323 +2%
MAG
52
Mokosak Advisory Group
Iowa
$12.3M 229,431 +13,345 +6%
IAA
53
Independent Advisor Alliance
North Carolina
$12M 225,111 +225,111 New
AWS
54
AJ Wealth Strategies
New York
$11.8M 220,001 -6,411 -3%
PIMG
55
Patriot Investment Management Group
Tennessee
$11.7M 219,886 -8,402 -4%
DBRC
56
D.B. Root & Company
Pennsylvania
$10.7M 199,383 +25,691 +15%
LTFS
57
Ladenburg Thalmann Financial Services
Florida
$10.5M 196,837 +21,928 +13%
UWM
58
USAdvisors Wealth Management
Minnesota
$10.3M 191,887 +19,904 +12%
BL
59
BFSG LLC
California
$10.1M 188,895 +41,049 +28%
VWA
60
VERITY Wealth Advisors
United States
$10M 187,360 +4,714 +3%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$9.87M 184,670 +13,077 +8%
CCA
62
Cobblestone Capital Advisors
New York
$9.59M 179,417 -5,717 -3%
EK
63
Evensky & Katz
Florida
$8.74M 163,621 -5,824 -3%
LPL Financial
64
LPL Financial
California
$8.69M 162,582 +5,161 +3%
PAG
65
Pinnacle Advisory Group
Maryland
$8.54M 159,734 +22,136 +16%
OFG
66
Omega Financial Group
California
$8.12M 151,983 +4,039 +3%
AWM
67
Argent Wealth Management
Massachusetts
$7.96M 148,885 +148,885 New
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$7.45M 139,508 +9,253 +7%
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$7.32M 136,777 -9,918 -7%
FWP
70
FAS Wealth Partners
Kansas
$7.07M 132,378 +4,124 +3%
JFG
71
JMG Financial Group
Illinois
$7.03M 131,653 -606 -0.5%
SBL
72
Sargent Bickham Lagudis
Colorado
$6.83M 127,735 -62,842 -33%
RC
73
Roundview Capital
New Jersey
$6.69M 125,274 +4,785 +4%
BIA
74
Bigelow Investment Advisors
Maine
$6.25M 116,964 -210 -0.2%
CONA
75
Capital One National Association
New York
$6.24M 116,769 +116,769 New
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