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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 %
NIC
101
Northwest Investment Counselors
Oregon
$3.99M 74,648 +10,458 +16%
SWM
102
SigFig Wealth Management
California
$3.98M 74,495 +529 +0.7%
PEA
103
Pacific Edge Advisors
California
$3.95M 73,900 +3,630 +5%
CM
104
Columbus Macro
Pennsylvania
$3.77M 70,561 -14,194 -17%
CWM
105
CCG Wealth Management
California
$3.74M 70,006 -9,606 -12%
RWM
106
RKL Wealth Management
Pennsylvania
$3.66M 68,559 +1,642 +2%
CFMC
107
Curbstone Financial Management Corp
New Hampshire
$3.49M 65,400 +2,800 +4%
JWM
108
Janiczek Wealth Management
Colorado
$3.49M 65,264 -2,109 -3%
PFM
109
Peak Financial Management
Massachusetts
$3.47M 64,964 +1,649 +3%
MA
110
MCF Advisors
Kentucky
$3.38M 63,185 -13,786 -18%
Qube Research & Technologies (QRT)
111
Qube Research & Technologies (QRT)
United Kingdom
$3.37M 63,068 +63,068 New
LF
112
Lee Financial
Texas
$3.31M 62,007 -6,541 -10%
BSAM
113
Blue Square Asset Management
New York
$3.3M 61,835 -923 -1%
CWS
114
Cypress Wealth Services
California
$3.26M 61,086 +13,826 +29%
ISWM
115
Independent Solutions Wealth Management
New York
$3.26M 60,944 +60,944 New
NI
116
NYL Investors
New York
$3.24M 60,700 – –
SPA
117
Sentinel Pension Advisors
Massachusetts
$3.18M 59,577 +59,577 New
HWMG
118
Hurlow Wealth Management Group
Indiana
$3.15M 58,584 -6,895 -11%
TC
119
TAP Consulting
Missouri
$3.12M 58,478 +4,222 +8%
RWM
120
Reston Wealth Management
Virginia
$3.03M 56,794 +12,647 +29%
SFG
121
SNS Financial Group
Minnesota
$2.98M 55,693 +3,239 +6%
FI
122
FormulaFolio Investments
Michigan
$2.97M 55,512 -2,720 -5%
SWP
123
Stratos Wealth Partners
Ohio
$2.95M 55,139 +2,790 +5%
JWA
124
JFS Wealth Advisors
Pennsylvania
$2.91M 54,428 +25,297 +87%
OIWM
125
OptiFour Integrated Wealth Management
Virginia
$2.87M 53,775 -1,851 -3%
3 4
5
6 7