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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 %
MF
201
Manchester Financial
California
$951K -$31.3K -1,162 -3%
ACA
202
Ackerman Capital Advisors
Texas
$949K +$4.85K +180 +0.5%
WA
203
WBH Advisory
Maryland
$941K +$135K +5,016 +17%
HWA
204
HHM Wealth Advisors
Tennessee
$930K -$1.26M -46,924 -58%
BNP Paribas Financial Markets
205
BNP Paribas Financial Markets
France
$915K +$369K +13,718 +68%
FNC
206
First National Corp
Massachusetts
$890K +$116K +4,296 +15%
WIC
207
Whitegate Investment Counselors
New Hampshire
$875K +$1.78K +66 +0.2%
BPA
208
Beacon Pointe Advisors
California
$866K -$43.5K -1,612 -5%
LIM
209
Lathrop Investment Management
Arkansas
$862K +$18.5K +686 +2%
HIC
210
Holderness Investments Company
North Carolina
$850K +$393K +14,600 +86%
BO
211
BRR OpCo
Ohio
$829K +$2.64K +98 +0.3%
AWM
212
Avior Wealth Management
Nebraska
$801K +$45.9K +1,706 +6%
ACM
213
Armbruster Capital Management
New York
$795K +$21.6K +800 +3%
LCM
214
Liberty Capital Management
Michigan
$791K +$17.3K +642 +2%
LFS
215
Lutz Financial Services
Nebraska
$781K +$29.8K +1,106 +4%
MML Investors Services
216
MML Investors Services
Massachusetts
$751K +$7K +260 +0.9%
CWM
217
Cabot Wealth Management
Massachusetts
$749K -$72.3K -2,688 -9%
DP
218
DDD Partners
Washington
$749K +$8.94K +332 +1%
OCM
219
One Capital Management
California
$747K -$25.8K -958 -3%
CA
220
Cambridge Advisors
Nebraska
$742K +$171K +6,348 +30%
AP
221
Appleton Partners
Massachusetts
$717K +$4.04K +150 +0.6%
PAM
222
Peak Asset Management
Colorado
$711K -$1.19K -44 -0.2%
CA
223
Continuum Advisory
Idaho
$705K +$12.7K +470 +2%
PCIA
224
Prime Capital Investment Advisors
Kansas
$689K -$1.13K -42 -0.2%
CGFA
225
Colton Groome Financial Advisors
North Carolina
$688K -$12K -450 -2%
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