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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 %
UBS Group
101
UBS Group
Switzerland
$4.01M -$194K -7,192 -5%
SWM
102
SigFig Wealth Management
California
$3.98M +$292K +10,856 +8%
PEA
103
Pacific Edge Advisors
California
$3.78M +$95.3K +3,540 +3%
VDFA
104
Vickerman & Driscoll Financial Advisors
Washington
$3.76M +$606K +22,506 +19%
LF
105
Lee Financial
Texas
$3.69M -$254K -9,420 -6%
C
106
Clearshares
New York
$3.66M -$19.1K -708 -0.5%
JWM
107
Janiczek Wealth Management
Colorado
$3.63M +$300K +11,144 +9%
RWM
108
RKL Wealth Management
Pennsylvania
$3.6M -$1.03M -38,448 -22%
HWMG
109
Hurlow Wealth Management Group
Indiana
$3.52M +$354K +13,188 +11%
NIC
110
Northwest Investment Counselors
Oregon
$3.46M +$641K +23,786 +23%
PFM
111
Peak Financial Management
Massachusetts
$3.41M -$15.3K -570 -0.4%
BSAM
112
Blue Square Asset Management
New York
$3.38M +$3.38M +125,516 New
CFMC
113
Curbstone Financial Management Corp
New Hampshire
$3.37M +$283K +10,500 +9%
MA
114
Mutual Advisors
Nebraska
$3.33M +$86.9K +3,228 +3%
NI
115
NYL Investors
New York
$3.27M +$10.8K +400 +0.3%
FI
116
FormulaFolio Investments
Michigan
$3.14M -$358K -13,288 -10%
OIWM
117
OptiFour Integrated Wealth Management
Virginia
$3M -$36.3K -1,350 -1%
FFN
118
Focus Financial Network
Minnesota
$2.93M +$258K +9,600 +10%
SFS
119
Strategic Financial Services
New York
$2.92M +$29.5K +1,094 +1%
TC
120
TAP Consulting
Missouri
$2.92M +$2.92M +108,512 New
PAG
121
Private Advisor Group
New Jersey
$2.9M +$258K +9,622 +10%
SFG
122
SNS Financial Group
Minnesota
$2.83M +$23.1K +856 +0.8%
SWP
123
Stratos Wealth Partners
Ohio
$2.82M +$192K +7,144 +7%
SP
124
SWS Partners
Ohio
$2.71M -$482K -18,030 -15%
CWP
125
Capital Wealth Planning
Florida
$2.7M +$224K +8,350 +9%
3 4
5
6 7