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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.

New
Increased
Maintained
Reduced
Closed
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
Envestnet Asset Management
Illinois
$147M
2
Financial Engines Advisors
Financial Engines Advisors
California
$137M
3
Charles Schwab
Charles Schwab
California
$414M
4
OAJ
Ogorek Anthony Joseph
New York
$23.3M
5
Ameriprise
Ameriprise
Minnesota
$138M

Top Sellers

1
OIA
OneDigital Investment Advisors
Kansas
$43.1M
2
SFPM
Sensible Financial Planning & Management
Massachusetts
$59.1M
3
BWP
BSW Wealth Partners
Colorado
$652K
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$93.7M
5
AWA
Alaska Wealth Advisors
Alaska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VAS
151
Valicenti Advisory Services
New York
$1.81M +$69.6K +2,586 +4%
IA
152
IFP Advisors
Florida
$1.79M +$1.79M +66,718 New
VV
153
Valentine Ventures
Oregon
$1.74M -$82.3K -3,058 -5%
PFA
154
Pure Financial Advisors
California
$1.68M -$1.56K -58 -0.1%
SC
155
Slow Capital
California
$1.67M +$114K +4,240 +7%
SP
156
Successful Portfolios
Florida
$1.66M +$114K +4,244 +7%
AI
157
Atria Investments
North Carolina
$1.62M -$38.4K -1,424 -2%
BRWA
158
B. Riley Wealth Advisors
Florida
$1.61M +$123K +4,564 +8%
MAM
159
Marquette Asset Management
Minnesota
$1.6M -$700 -26 -0%
TCM
160
Twele Capital Management
Minnesota
$1.58M +$190K +7,038 +14%
JWA
161
JFS Wealth Advisors
Pennsylvania
$1.57M +$16.3K +606 +1%
FC
162
FCA Corp
Texas
$1.56M +$109K +4,060 +8%
BFM
163
Broadview Financial Management
Wisconsin
$1.55M +$17.2K +638 +1%
GI
164
Gradient Investments
Minnesota
$1.52M +$10.3K +382 +0.7%
AG
165
Appleton Group
Wisconsin
$1.51M +$92.7K +3,444 +7%
ACG
166
Allen Capital Group
Nebraska
$1.5M -$3.49M -129,350 -70%
SCA
167
Strategic Capital Advisers
Colorado
$1.43M +$102K +3,804 +8%
IDA
168
Intelligence Driven Advisers
California
$1.43M -$586K -21,766 -29%
MWM
169
Mission Wealth Management
California
$1.42M -$46.1K -1,712 -3%
BAM
170
Baldrige Asset Management
Pennsylvania
$1.38M +$71.4K +2,650 +5%
PA
171
Parallel Advisors
California
$1.36M +$261K +9,698 +24%
Baird Financial Group
172
Baird Financial Group
Wisconsin
$1.36M +$66.1K +2,454 +5%
FSWA
173
Financial Synergies Wealth Advisors
Texas
$1.33M +$22.1K +820 +2%
BWL
174
Bogart Wealth LLC
Virginia
$1.33M +$834K +30,992 +170%
LNC
175
Lincoln National Corp
Pennsylvania
$1.32M +$1.32M +49,136 New
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