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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.

New
Increased
Maintained
Reduced
Closed
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 %
ACA
126
Aptus Capital Advisors
Alabama
$2.42M +$181K +6,832 +8%
CMP
127
Courage Miller Partners
Virginia
$2.4M -$6.43M -242,694 -73%
KWM
128
Kingsview Wealth Management
Oregon
$2.38M +$25.1K +948 +1%
BCI
129
Brinker Capital Investments
Pennsylvania
$2.38M -$354K -13,360 -13%
SWM
130
SeaCrest Wealth Management
New York
$2.32M -$179K -6,768 -7%
HFA
131
Huber Financial Advisors
Illinois
$2.26M -$43.9K -1,658 -2%
RFA
132
Reilly Financial Advisors
California
$2.26M +$179K +6,758 +9%
AIM
133
AMI Investment Management
Indiana
$2.25M -$144K -5,428 -6%
BIA
134
BHK Investment Advisors
Alabama
$2.24M -$445K -16,808 -17%
A
135
AdvicePeriod
California
$2.24M +$431K +16,248 +24%
CF
136
Corrigan Financial
Rhode Island
$2.18M +$85.6K +3,230 +4%
HWA
137
HHM Wealth Advisors
Tennessee
$2.16M +$268K +10,102 +14%
GC
138
Garde Capital
Washington
$2.15M +$209K +7,904 +11%
SDWMA
139
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.14M +$360K +13,570 +20%
GCA
140
Gradient Capital Advisors
California
$2.13M -$689 -26 -0%
SC
141
Savant Capital
Illinois
$2.06M +$2.06M +77,770 New
CWS
142
Cypress Wealth Services
California
$2.04M +$17.5K +662 +0.9%
IDA
143
Intelligence Driven Advisers
California
$1.98M -$180K -6,790 -8%
LFA
144
Landmark Financial Advisors
Kentucky
$1.96M -$265K -10,002 -12%
BL
145
BFSG LLC
California
$1.88M -$16.2K -612 -0.9%
B
146
Bailard
California
$1.82M +$661K +24,940 +57%
VV
147
Valentine Ventures
Oregon
$1.79M -$98.8K -3,726 -5%
VAS
148
Valicenti Advisory Services
New York
$1.71M -$1M -37,756 -37%
G
149
Gainplan
Michigan
$1.69M +$1.69M +63,694 New
AI
150
Atria Investments
North Carolina
$1.66M -$680K -25,272 -29%
4 5
6
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