SCHZ icon

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 %
PS
76
Portfolio Solutions
Michigan
$5.27M +$334K +12,610 +7%
CWM
77
Chesapeake Wealth Management
Virginia
$5.24M +$153K +5,790 +3%
EWM
78
Empirical Wealth Management
Washington
$5.07M +$147K +5,556 +3%
HCM
79
Horan Capital Management
Maryland
$4.99M +$417K +15,740 +9%
GLLW
80
Graves Light Lenhart Wealth
Virginia
$4.98M +$964K +36,380 +24%
GAM
81
Gemmer Asset Management
California
$4.98M -$19.5K -736 -0.4%
AF
82
Advisornet Financial
Minnesota
$4.93M +$579K +21,858 +13%
FMT
83
First Mercantile Trust
Tennessee
$4.91M +$367K +13,860 +8%
ACG
84
Allen Capital Group
Nebraska
$4.9M +$88.2K +3,328 +2%
CWM
85
CCG Wealth Management
California
$4.79M +$148K +5,600 +3%
BCWM
86
Bartlett & Co Wealth Management
Ohio
$4.71M +$219K +8,278 +5%
BC
87
Bartlett & Co
Ohio
$4.71M +$219K +8,278 +5%
RWM
88
RKL Wealth Management
Pennsylvania
$4.56M +$77.2K +2,916 +2%
WAM
89
Wakefield Asset Management
Colorado
$4.39M -$895K -33,766 -17%
WA
90
Waverly Advisors
Alabama
$4.38M +$137K +5,156 +3%
PMG
91
ProVise Management Group
Florida
$4.36M +$622K +23,476 +17%
SFS
92
Summit Financial Strategies
Ohio
$4.29M +$238K +8,992 +6%
MA
93
MCF Advisors
Kentucky
$4.24M -$177K -6,694 -4%
UBS Group
94
UBS Group
Switzerland
$4.14M +$323K +12,196 +8%
WCG
95
Wall Capital Group
Arizona
$4.09M +$4.09M +154,366 New
LF
96
Lee Financial
Texas
$3.88M -$173K -6,528 -4%
CCA
97
Clearwater Capital Advisors
Illinois
$3.88M +$237K +8,952 +7%
AWA
98
Alaska Wealth Advisors
Alaska
$3.83M – – –
SWM
99
SigFig Wealth Management
California
$3.63M +$106K +3,998 +3%
PEA
100
Pacific Edge Advisors
California
$3.63M -$8.64M -326,000 -70%
2 3
4
5 6