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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$379M 7,150,309 +552,756 +8%
MFRM
2
Milliman Financial Risk Management
Illinois
$182M 3,439,586 +26,444 +0.8%
APP
3
Avantax Planning Partners
Iowa
$156M 2,951,173 +153,831 +5%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$126M 2,379,148 +476,622 +25%
Ameriprise
5
Ameriprise
Minnesota
$115M 2,177,753 +171,763 +9%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$97.6M 1,840,579 +1,833,568 +26,153%
Financial Engines Advisors
7
Financial Engines Advisors
California
$79.7M 1,504,182 +76,438 +5%
SFPM
8
Sensible Financial Planning & Management
Massachusetts
$70.8M 1,336,315 +77,015 +6%
OIA
9
OneDigital Investment Advisors
Kansas
$70.7M 1,333,968 +935,666 +235%
UCFA
10
United Capital Financial Advisors
Texas
$41M 773,943 +46,649 +6%
Bank of America
11
Bank of America
North Carolina
$40M 754,163 +33,142 +5%
AA
12
Apriem Advisors
California
$39.8M 751,039 +6,101 +0.8%
HCM
13
Hengehold Capital Management
Ohio
$37.1M 699,472 +668,911 +2,189%
Mariner
14
Mariner
Kansas
$32.1M 606,258 +85,294 +16%
TF
15
TimeScale Financial
Massachusetts
$32M 604,419 +146,587 +32%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$27.4M 516,119 -98,937 -16%
TWP
17
Total Wealth Planning
Ohio
$26.2M 494,024 +14,447 +3%
ML
18
McAdam LLC
Pennsylvania
$25.7M 484,820 +41,099 +9%
BIA
19
Barry Investment Advisors
Massachusetts
$25.1M 474,516 -10,683 -2%
Creative Planning
20
Creative Planning
Kansas
$25M 471,897 +54,892 +13%
SFA
21
Sequoia Financial Advisors
Ohio
$24.1M 454,741 +107,252 +31%
AA
22
Ancora Advisors
Ohio
$23.7M 447,537 +41,643 +10%
CHA
23
Cooper/Haims Advisors
New York
$23.4M 440,818 +19,934 +5%
TCM
24
Towercrest Capital Management
Pennsylvania
$21.6M 407,301 +35,661 +10%
AWMG
25
Alliance Wealth Management Group
New Jersey
$21.6M 407,302 +35,662 +10%
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