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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.

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
1
Charles Schwab
California
$502M
2
AA
2
Apriem Advisors
California
$59M
3
HCM
3
Hengehold Capital Management
Ohio
$58.2M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$109M
5
Mariner
5
Mariner
Kansas
$47.8M

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 Holding Trade Value Shares
Change 		Shares
Change %
RG
151
Retirement Group
California
$1.95M +$1.95M +73,010 New
LFA
152
Landmark Financial Advisors
Kentucky
$1.9M -$95.3K -3,532 -5%
MAG
153
Mayfair Advisory Group
Alabama
$1.89M +$1.89M +70,588 New
VAS
154
Valicenti Advisory Services
New York
$1.85M +$52.7K +1,972 +3%
G
155
Gainplan
Michigan
$1.84M -$450K -16,844 -20%
EE
156
EWG Elevate
California
$1.81M +$1.81M +67,580 New
BWM
157
BCS Wealth Management
Tennessee
$1.8M +$1.8M +67,346 New
SC
158
Slow Capital
California
$1.69M +$37.6K +1,408 +2%
Baird Financial Group
159
Baird Financial Group
Wisconsin
$1.68M +$331K +12,386 +25%
TNA
160
True North Advisors
Texas
$1.68M +$1.68M +62,878 New
TCM
161
Twele Capital Management
Minnesota
$1.67M +$98.4K +3,684 +6%
BRWA
162
B. Riley Wealth Advisors
Florida
$1.66M +$65.1K +2,436 +4%
AG
163
Appleton Group
Wisconsin
$1.66M +$166K +6,224 +11%
EW
164
Element Wealth
Mississippi
$1.65M +$1.65M +61,592 New
AI
165
Atria Investments
North Carolina
$1.62M +$11K +412 +0.7%
MAM
166
Marquette Asset Management
Minnesota
$1.58M -$11.2K -420 -0.7%
FC
167
FCA Corp
Texas
$1.57M +$18.3K +684 +1%
GI
168
Gradient Investments
Minnesota
$1.56M +$56.9K +2,130 +4%
PFM
169
Phillips Financial Management
Indiana
$1.54M +$271K +10,134 +21%
VDI
170
Vaughan David Investments
Illinois
$1.47M -$459K -17,176 -24%
SCA
171
Strategic Capital Advisers
Colorado
$1.46M +$38.6K +1,444 +3%
SP
172
Successful Portfolios
Florida
$1.44M -$213K -7,984 -13%
ACG
173
Allen Capital Group
Nebraska
$1.43M -$52.4K -1,962 -4%
BFM
174
Broadview Financial Management
Wisconsin
$1.43M -$112K -4,182 -7%
PFA
175
Pure Financial Advisors
California
$1.42M -$249K -9,312 -15%
5 6
7
8 9