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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.

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 %
BlackRock
76
BlackRock
New York
$6.72M -$409K -15,180 -6%
RC
77
Roundview Capital
New Jersey
$6.49M +$463K +17,196 +8%
BIA
78
Bigelow Investment Advisors
Maine
$6.31M +$621K +23,076 +11%
FAIM
79
Financial Advocates Investment Management
Washington
$5.86M -$6.14K -228 -0.1%
BC
80
Burleson & Co
California
$5.78M -$1.18M -44,160 -17%
GLLW
81
Graves Light Lenhart Wealth
Virginia
$5.65M +$585K +21,712 +12%
ECM
82
Exchange Capital Management
Michigan
$5.59M -$562K -20,880 -9%
MWM
83
MorganRosel Wealth Management
Colorado
$5.38M +$2.21M +81,984 +70%
HCM
84
Horan Capital Management
Maryland
$5.3M +$232K +8,632 +5%
AF
85
Advisornet Financial
Minnesota
$5.3M +$293K +10,876 +6%
PS
86
Portfolio Solutions
Michigan
$5.3M -$59.3K -2,204 -1%
EWM
87
Empirical Wealth Management
Washington
$5.27M +$113K +4,190 +2%
CWM
88
Chesapeake Wealth Management
Virginia
$5.23M -$90.3K -3,354 -2%
GAM
89
Gemmer Asset Management
California
$5.14M +$79.7K +2,960 +2%
BCWM
90
Bartlett & Co Wealth Management
Ohio
$4.86M +$72.4K +2,688 +2%
BC
91
Bartlett & Co
Ohio
$4.86M +$72.4K +2,688 +2%
FMT
92
First Mercantile Trust
Tennessee
$4.58M -$402K -14,914 -8%
CM
93
Columbus Macro
Pennsylvania
$4.56M +$1.2M +44,512 +36%
WA
94
Waverly Advisors
Alabama
$4.56M +$116K +4,312 +3%
SFS
95
Summit Financial Strategies
Ohio
$4.45M +$90.7K +3,368 +2%
WAM
96
Wakefield Asset Management
Colorado
$4.45M -$9.21K -342 -0.2%
CCA
97
Clearwater Capital Advisors
Illinois
$4.45M +$501K +18,590 +13%
PMG
98
ProVise Management Group
Florida
$4.32M -$116K -4,290 -3%
CWM
99
CCG Wealth Management
California
$4.29M -$576K -21,382 -12%
MA
100
MCF Advisors
Kentucky
$4.15M -$160K -5,926 -4%
2 3
4
5 6