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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 %
PFA
151
Pure Financial Advisors
California
$1.65M +$78.7K +2,968 +5%
Bank of New York Mellon
152
Bank of New York Mellon
New York
$1.62M +$1.62M +61,142 New
RA
153
Rational Advisors
New York
$1.62M +$183K +6,924 +13%
MAM
154
Marquette Asset Management
Minnesota
$1.58M -$109K -4,128 -6%
RWM
155
Reston Wealth Management
Virginia
$1.55M +$11.3K +428 +0.7%
JWA
156
JFS Wealth Advisors
Pennsylvania
$1.53M -$13.7K -516 -0.9%
SC
157
Slow Capital
California
$1.53M +$126K +4,742 +9%
SP
158
Successful Portfolios
Florida
$1.52M +$9.64K +364 +0.6%
BFM
159
Broadview Financial Management
Wisconsin
$1.51M +$130K +4,892 +9%
GI
160
Gradient Investments
Minnesota
$1.48M +$486K +18,322 +49%
BRWA
161
B. Riley Wealth Advisors
Florida
$1.46M +$63.6K +2,400 +5%
MWM
162
Mission Wealth Management
California
$1.44M -$48.4K -1,826 -3%
FC
163
FCA Corp
Texas
$1.43M +$27.2K +1,026 +2%
GIA
164
Gladstone Institutional Advisory
Florida
$1.43M +$86.2K +3,252 +6%
AG
165
Appleton Group
Wisconsin
$1.39M +$479K +18,072 +52%
TCM
166
Twele Capital Management
Minnesota
$1.37M +$54.2K +2,044 +4%
RPG
167
Resource Planning Group
Georgia
$1.32M -$181K -6,838 -12%
HSA
168
HBK Sorce Advisory
Pennsylvania
$1.31M -$115K -4,350 -8%
SCA
169
Strategic Capital Advisers
Colorado
$1.31M +$18.7K +706 +1%
CMO
170
Covenant Multifamily Offices
Texas
$1.3M +$1.3M +49,028 New
FG
171
Fiduciary Group
Georgia
$1.3M -$37.7K -1,424 -3%
FSWA
172
Financial Synergies Wealth Advisors
Texas
$1.29M +$232K +8,746 +22%
BAM
173
Baldrige Asset Management
Pennsylvania
$1.29M +$183K +6,900 +17%
Baird Financial Group
174
Baird Financial Group
Wisconsin
$1.27M +$363K +13,704 +40%
ZF
175
Zhang Financial
Michigan
$1.25M -$14K -528 -1%
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