SCHZ icon

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.

New
Increased
Maintained
Reduced
Closed
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
Charles Schwab
California
$502M
2
AA
Apriem Advisors
California
$59M
3
HCM
Hengehold Capital Management
Ohio
$58.2M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$109M
5
Mariner
Mariner
Kansas
$47.8M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$111M
2
TIM
Total Investment Management
Arizona
$1.01M
3
HFP
Holistic Financial Partners
Indiana
$0
4
SBA
Secrest Blakey & Associates
North Carolina
$0
5
Goldman Sachs
Goldman Sachs
New York
$2.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFN
126
Focus Financial Network
Minnesota
$2.82M -$84.3K -3,154 -3%
Goldman Sachs
127
Goldman Sachs
New York
$2.82M -$7.22M -270,204 -72%
SFS
128
Strategic Financial Services
New York
$2.81M -$92.8K -3,474 -3%
RFA
129
Reilly Financial Advisors
California
$2.8M +$452K +16,904 +19%
CWP
130
Capital Wealth Planning
Florida
$2.75M +$60.5K +2,264 +2%
CMBA
131
C.M. Bidwell & Associates
Hawaii
$2.69M +$887K +33,204 +49%
AP
132
Adero Partners
California
$2.66M +$2.66M +99,686 New
SDWMA
133
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.63M +$263K +9,858 +11%
KWM
134
Kingsview Wealth Management
Oregon
$2.59M +$70.2K +2,626 +3%
FPCG
135
Fort Pitt Capital Group
Pennsylvania
$2.53M +$2.13M +79,840 +545%
RA
136
Rational Advisors
New York
$2.52M +$370K +13,834 +17%
EH
137
Equitable Holdings
New York
$2.51M +$2.51M +94,106 New
CW
138
CreativeOne Wealth
Kansas
$2.5M -$66.7K -2,496 -3%
BCI
139
Brinker Capital Investments
Pennsylvania
$2.49M -$33.2K -1,242 -1%
GC
140
Garde Capital
Washington
$2.42M +$274K +10,258 +13%
SWM
141
SeaCrest Wealth Management
New York
$2.42M +$50K +1,870 +2%
A
142
AdvicePeriod
California
$2.35M +$60.6K +2,270 +3%
CF
143
Corrigan Financial
Rhode Island
$2.32M +$32.7K +1,224 +1%
AIM
144
AMI Investment Management
Indiana
$2.26M +$37.1K +1,388 +2%
GCA
145
Gradient Capital Advisors
California
$2.18M +$4.06K +152 +0.2%
WWM
146
WT Wealth Management
Arizona
$2.13M +$214 +8 +0%
MGIA
147
Moneta Group Investment Advisors
Missouri
$2.09M +$791K +29,616 +61%
AL
148
Aspiriant LLC
California
$2.03M -$278K -10,418 -12%
CMP
149
Courage Miller Partners
Virginia
$2.02M -$4.49K -168 -0.2%
SC
150
Savant Capital
Illinois
$1.97M -$232K -8,680 -11%
4 5
6
7 8