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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 %
HSA
176
HBK Sorce Advisory
Pennsylvania
$1.32M -$14.6K -542 -1%
FG
177
Fiduciary Group
Georgia
$1.32M -$1.72K -64 -0.1%
MGIA
178
Moneta Group Investment Advisors
Missouri
$1.31M +$1.31M +48,766 New
PFM
179
Phillips Financial Management
Indiana
$1.28M +$18.6K +692 +1%
RPG
180
Resource Planning Group
Georgia
$1.27M -$75.6K -2,808 -6%
CMO
181
Covenant Multifamily Offices
Texas
$1.27M -$53.5K -1,988 -4%
AACR
182
ACR Alpine Capital Research
Missouri
$1.25M +$293K +10,864 +31%
GIA
183
Gladstone Institutional Advisory
Florida
$1.23M -$219K -8,124 -15%
SWM
184
Stockman Wealth Management
Montana
$1.18M – – –
SFS
185
Sowell Financial Services
Arkansas
$1.17M +$1.17M +43,352 New
ZF
186
Zhang Financial
Michigan
$1.11M -$158K -5,878 -12%
GCA
187
Genesee Capital Advisors
New York
$1.1M +$79K +2,936 +8%
EWA
188
EP Wealth Advisors
California
$1.08M +$41.4K +1,540 +4%
Koshinski Asset Management
189
Koshinski Asset Management
Illinois
$1.07M +$188K +6,972 +21%
ACA
190
Aptus Capital Advisors
Alabama
$1.06M -$1.4M -52,132 -57%
WP
191
WealthSource Partners
California
$1.03M +$212K +7,876 +26%
KM
192
Kalos Management
Georgia
$1.02M +$467K +17,520 +85%
MFGP
193
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.01M +$92.1K +3,422 +10%
RW
194
REDW Wealth
New Mexico
$1M +$337K +12,522 +51%
AIP
195
Almanack Investment Partners
Pennsylvania
$990K +$127K +4,706 +15%
SFG
196
Sage Financial Group
Pennsylvania
$976K +$2.15K +80 +0.2%
RWM
197
RBA Wealth Management
California
$975K +$85.5K +3,178 +10%
Jones Financial Companies
198
Jones Financial Companies
Missouri
$974K -$181K -6,720 -16%
S
199
SignatureFD
Georgia
$969K +$45.7K +1,696 +5%
HB
200
Homrich & Berg
Georgia
$953K -$8.24K -306 -0.9%
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