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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 %
AG
76
Advisor Group
Arizona
$6.13M 114,805 -17,481 -13%
CCA
77
Clearwater Capital Advisors
Illinois
$6.03M 112,886 +30,325 +37%
BlackRock
78
BlackRock
New York
$5.97M 111,722 -13,132 -11%
GLLW
79
Graves Light Lenhart Wealth
Virginia
$5.81M 108,668 +3,760 +4%
MWM
80
MorganRosel Wealth Management
Colorado
$5.79M 108,267 +8,354 +8%
FAIM
81
Financial Advocates Investment Management
Washington
$5.75M 107,642 -1,110 -1%
MA
82
Modus Advisors
Minnesota
$5.66M 105,990 +105,990 New
NRI
83
NFP Retirement Inc
California
$5.54M 103,447 +103,447 New
AF
84
Advisornet Financial
Minnesota
$5.44M 101,754 +3,348 +3%
PS
85
Portfolio Solutions
Michigan
$5.37M 100,508 +2,125 +2%
WAM
86
Wakefield Asset Management
Colorado
$5.34M 99,982 +17,353 +21%
CWM
87
Chesapeake Wealth Management
Virginia
$5.25M 98,170 +967 +1%
BC
88
Burleson & Co
California
$5.23M 97,057 -10,805 -10%
GAM
89
Gemmer Asset Management
California
$5.12M 95,873 +434 +0.5%
BAAM
90
Baker Avenue Asset Management
California
$5.08M 95,125 +95,125 New
EWM
91
Empirical Wealth Management
Washington
$5.01M 93,726 -4,107 -4%
BCWM
92
Bartlett & Co Wealth Management
Ohio
$4.88M 91,395 +1,174 +1%
PMG
93
ProVise Management Group
Florida
$4.7M 87,975 +7,832 +10%
C
94
Clearshares
New York
$4.56M 85,246 +17,300 +25%
SFS
95
Summit Financial Strategies
Ohio
$4.54M 84,955 +2,278 +3%
WCG
96
Wall Capital Group
Arizona
$4.46M 83,504 -63,254 -43%
WA
97
Waverly Advisors
Alabama
$4.38M 80,905 -3,793 -4%
MA
98
Mutual Advisors
Nebraska
$4.34M 81,226 +19,369 +31%
ECM
99
Exchange Capital Management
Michigan
$4.3M 80,556 -23,267 -22%
UBS Group
100
UBS Group
Switzerland
$4.06M 75,951 +1,492 +2%
2 3
4
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