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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 %
PFM
176
Phillips Financial Management
Indiana
$1.24M +$42.8K +1,620 +4%
SWM
177
Stockman Wealth Management
Montana
$1.17M +$29.2K +1,100 +3%
Jones Financial Companies
178
Jones Financial Companies
Missouri
$1.14M -$72.5K -2,734 -6%
PA
179
Parallel Advisors
California
$1.08M +$81.3K +3,070 +8%
EWA
180
EP Wealth Advisors
California
$1.03M -$3.61K -136 -0.3%
GCA
181
Genesee Capital Advisors
New York
$1M +$437K +16,492 +77%
Mirae Asset Global Investments
182
Mirae Asset Global Investments
South Korea
$981K – – –
MF
183
Manchester Financial
California
$967K +$44.8K +1,690 +5%
SFG
184
Sage Financial Group
Pennsylvania
$958K -$28.2K -1,064 -3%
BL
185
BCWM LLC
Kansas
$955K -$44.8K -1,692 -4%
HB
186
Homrich & Berg
Georgia
$946K -$71.8K -2,708 -7%
AACR
187
ACR Alpine Capital Research
Missouri
$942K +$10.1K +382 +1%
S
188
SignatureFD
Georgia
$908K -$107K -4,024 -11%
MFGP
189
Marshall Financial Group (Pennsylvania)
Pennsylvania
$904K +$81.4K +3,070 +10%
BPA
190
Beacon Pointe Advisors
California
$891K +$210K +7,944 +31%
FTS
191
Fifth Third Securities
Ohio
$882K +$882K +33,314 New
RWM
192
RBA Wealth Management
California
$876K +$46.1K +1,738 +6%
Koshinski Asset Management
193
Koshinski Asset Management
Illinois
$863K -$92K -3,474 -10%
WIC
194
Whitegate Investment Counselors
New Hampshire
$859K -$3.07K -116 -0.4%
AIP
195
Almanack Investment Partners
Pennsylvania
$850K +$179K +6,766 +27%
LIM
196
Lathrop Investment Management
Arkansas
$830K +$63.7K +2,404 +8%
BO
197
BRR OpCo
Ohio
$813K +$46.4K +1,752 +6%
WP
198
WealthSource Partners
California
$809K -$1.33M -50,104 -62%
CWM
199
Cabot Wealth Management
Massachusetts
$809K -$23.6K -890 -3%
WA
200
WBH Advisory
Maryland
$793K +$27.8K +1,052 +4%
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8
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