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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.

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 %
C
101
Clearshares
New York
$3.62M +$3.62M +136,600 New
FI
102
FormulaFolio Investments
Michigan
$3.44M -$1.18M -44,712 -26%
PFM
103
Peak Financial Management
Massachusetts
$3.37M +$27.8K +1,050 +0.8%
CM
104
Columbus Macro
Pennsylvania
$3.31M -$276K -10,420 -8%
JWM
105
Janiczek Wealth Management
Colorado
$3.28M -$81K -3,056 -2%
NI
106
NYL Investors
New York
$3.21M -$26.5K -1,000 -0.8%
MA
107
Mutual Advisors
Nebraska
$3.19M +$382K +14,426 +14%
SP
108
SWS Partners
Ohio
$3.16M +$3.16M +119,376 New
MWM
109
MorganRosel Wealth Management
Colorado
$3.12M +$521K +19,670 +20%
HWMG
110
Hurlow Wealth Management Group
Indiana
$3.11M +$428K +16,226 +16%
VDFA
111
Vickerman & Driscoll Financial Advisors
Washington
$3.1M +$98.5K +3,716 +3%
CFMC
112
Curbstone Financial Management Corp
New Hampshire
$3.04M +$549K +20,700 +22%
OIWM
113
OptiFour Integrated Wealth Management
Virginia
$2.98M +$37.7K +1,424 +1%
SFS
114
Strategic Financial Services
New York
$2.85M +$82.4K +3,110 +3%
CW
115
CreativeOne Wealth
Kansas
$2.79M -$1.28M -48,166 -31%
NIC
116
Northwest Investment Counselors
Oregon
$2.77M +$760K +28,678 +38%
SFG
117
SNS Financial Group
Minnesota
$2.76M +$212K +8,008 +8%
OMC
118
Old Mission Capital
Illinois
$2.71M +$1.94M +73,042 +251%
FFN
119
Focus Financial Network
Minnesota
$2.63M +$201K +7,572 +8%
PAG
120
Private Advisor Group
New Jersey
$2.6M +$2.09M +78,810 +407%
SWP
121
Stratos Wealth Partners
Ohio
$2.59M +$201K +7,568 +8%
TFS
122
Thoroughbred Financial Services
Tennessee
$2.56M +$2.56M +90,742 New
VDI
123
Vaughan David Investments
Illinois
$2.47M -$177K -6,686 -7%
AL
124
Aspiriant LLC
California
$2.46M -$301K -11,376 -11%
CWP
125
Capital Wealth Planning
Florida
$2.44M +$2.44M +92,152 New
3 4
5
6 7