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

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$111M
2
TIM
Total Investment Management
Arizona
$1.01M
3
HFP
Holistic Financial Partners
Indiana
$0
4
SBA
Secrest Blakey & Associates
North Carolina
$0
5
Goldman Sachs
Goldman Sachs
New York
$2.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
176
Baldrige Asset Management
Pennsylvania
$1.42M +$47.2K +1,766 +3%
MFGP
177
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.4M +$399K +14,930 +40%
BWL
178
Bogart Wealth LLC
Virginia
$1.38M +$65.3K +2,444 +5%
Koshinski Asset Management
179
Koshinski Asset Management
Illinois
$1.35M +$295K +11,038 +28%
FSWA
180
Financial Synergies Wealth Advisors
Texas
$1.34M +$16.2K +608 +1%
LNC
181
Lincoln National Corp
Pennsylvania
$1.32M +$10.2K +380 +0.8%
IDA
182
Intelligence Driven Advisers
California
$1.3M -$116K -4,346 -8%
IA
183
IFP Advisors
Florida
$1.29M -$492K -18,412 -28%
LWM
184
Laidlaw Wealth Management
New York
$1.28M +$1.28M +47,984 New
AACR
185
ACR Alpine Capital Research
Missouri
$1.28M +$36K +1,348 +3%
MF
186
Manchester Financial
California
$1.27M +$329K +12,310 +35%
TC
187
Tatro Capital
Kentucky
$1.27M +$1.27M +47,408 New
CMO
188
Covenant Multifamily Offices
Texas
$1.25M -$8.02K -300 -0.6%
MWM
189
Mission Wealth Management
California
$1.24M -$164K -6,154 -12%
PWM
190
Perigon Wealth Management
California
$1.24M +$650K +24,244 +110%
RPG
191
Resource Planning Group
Georgia
$1.22M -$39.6K -1,484 -3%
AWA
192
Alaska Wealth Advisors
Alaska
$1.21M +$1.21M +45,162 New
HSA
193
HBK Sorce Advisory
Pennsylvania
$1.21M -$104K -3,896 -8%
RJFSA
194
Raymond James Financial Services Advisors
Florida
$1.2M +$868K +32,470 +263%
FG
195
Fiduciary Group
Georgia
$1.19M -$117K -4,394 -9%
GCA
196
Genesee Capital Advisors
New York
$1.19M +$102K +3,830 +9%
SWM
197
Stockman Wealth Management
Montana
$1.19M +$10.2K +380 +0.9%
Northwestern Mutual Wealth Management
198
Northwestern Mutual Wealth Management
Wisconsin
$1.16M +$509K +19,054 +78%
BAM
199
Belpointe Asset Management
Nevada
$1.15M +$1.15M +43,108 New
AWM
200
AE Wealth Management
Kansas
$1.15M +$896K +33,538 +353%
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