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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
Mercer Global Advisors
Colorado
$97.6M
2
OIA
OneDigital Investment Advisors
Kansas
$70.7M
3
HCM
Hengehold Capital Management
Ohio
$37.1M
4
Charles Schwab
Charles Schwab
California
$379M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$126M

Top Sellers

1
KF
Krilogy Financial
Missouri
$15.7M
2
FF
Friedenthal Financial
New Jersey
$0
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
PEA
Pacific Edge Advisors
California
$3.63M
5
CMP
Courage Miller Partners
Virginia
$2.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNC
201
First National Corp
Massachusetts
$762K -$3.34K -126 -0.4%
LCM
202
Liberty Capital Management
Michigan
$762K +$462K +17,442 +154%
OCM
203
One Capital Management
California
$761K -$263K -9,916 -26%
ACM
204
Armbruster Capital Management
New York
$761K +$140K +5,268 +22%
AWM
205
Avior Wealth Management
Nebraska
$743K +$35.4K +1,338 +5%
LFS
206
Lutz Financial Services
Nebraska
$739K +$3.18K +120 +0.4%
MML Investors Services
207
MML Investors Services
Massachusetts
$732K +$54.5K +2,056 +8%
DP
208
DDD Partners
Washington
$728K +$371 +14 +0.1%
FC
209
Financial Consulate
Maryland
$708K -$671K -25,300 -49%
AP
210
Appleton Partners
Massachusetts
$702K -$6.36K -240 -0.9%
PAM
211
Peak Asset Management
Colorado
$701K +$58.4K +2,202 +9%
CGFA
212
Colton Groome Financial Advisors
North Carolina
$697K +$697K +26,284 New
CA
213
Continuum Advisory
Idaho
$680K +$195K +7,386 +40%
PCIA
214
Prime Capital Investment Advisors
Kansas
$680K +$680K +25,646 New
RW
215
REDW Wealth
New Mexico
$656K +$246K +9,270 +60%
BFIC
216
Bedell Frazier Investment Counselling
California
$649K +$649K +24,494 New
SFG
217
StrategIQ Financial Group
Indiana
$621K -$21.1K -798 -3%
CIC
218
Carnegie Investment Counsel
Ohio
$610K +$8.75K +330 +1%
WCWM
219
Willow Creek Wealth Management
California
$584K +$4.03K +152 +0.7%
W
220
Wealthquest
Ohio
$581K -$67.1K -2,534 -10%
PWM
221
Perigon Wealth Management
California
$577K -$5.78K -218 -1%
CA
222
Cambridge Advisors
Nebraska
$563K +$563K +21,228 New
Cetera Investment Advisers
223
Cetera Investment Advisers
Illinois
$552K +$99.7K +3,748 +22%
OC
224
Oarsman Capital
Wisconsin
$551K -$116K -4,360 -17%
QCMNJ
225
Quantum Capital Management (New Jersey)
New Jersey
$548K +$4.19K +158 +0.8%
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9
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