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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.

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
1
Envestnet Asset Management
Illinois
$147M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$137M
3
Charles Schwab
3
Charles Schwab
California
$414M
4
OAJ
4
Ogorek Anthony Joseph
New York
$23.3M
5
Ameriprise
5
Ameriprise
Minnesota
$138M

Top Sellers

1
OIA
1
OneDigital Investment Advisors
Kansas
$43.1M
2
SFPM
2
Sensible Financial Planning & Management
Massachusetts
$59.1M
3
BWP
3
BSW Wealth Partners
Colorado
$652K
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$93.7M
5
AWA
5
Alaska Wealth Advisors
Alaska
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$414M 7,679,662 +529,353 +7%
MFRM
2
Milliman Financial Risk Management
Illinois
$185M 3,439,586 – –
APP
3
Avantax Planning Partners
Iowa
$159M 2,954,776 +3,603 +0.1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$147M 2,737,497 +2,348,895 +604%
Ameriprise
5
Ameriprise
Minnesota
$138M 2,568,799 +391,046 +18%
Financial Engines Advisors
6
Financial Engines Advisors
California
$137M 2,535,100 +1,030,918 +69%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$136M 2,535,719 +156,571 +7%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$93.7M 1,740,516 -100,063 -5%
SFPM
9
Sensible Financial Planning & Management
Massachusetts
$59.1M 1,096,785 -239,530 -18%
TF
10
TimeScale Financial
Massachusetts
$44.2M 819,941 +215,522 +36%
UCFA
11
United Capital Financial Advisors
Texas
$43.4M 806,030 +32,087 +4%
OIA
12
OneDigital Investment Advisors
Kansas
$43.1M 799,545 -534,423 -40%
HCM
13
Hengehold Capital Management
Ohio
$42.4M 787,776 +88,304 +13%
Bank of America
14
Bank of America
North Carolina
$40.5M 752,143 -2,020 -0.3%
AA
15
Apriem Advisors
California
$40.2M 746,288 -4,751 -0.6%
Mariner
16
Mariner
Kansas
$34.8M 646,020 +39,762 +7%
SFA
17
Sequoia Financial Advisors
Ohio
$31.2M 578,890 +124,149 +27%
ML
18
McAdam LLC
Pennsylvania
$29.8M 553,805 +68,985 +14%
Creative Planning
19
Creative Planning
Kansas
$28.6M 530,287 +58,390 +12%
TWP
20
Total Wealth Planning
Ohio
$27.4M 508,692 +14,668 +3%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$27.2M 504,829 -11,290 -2%
BIA
22
Barry Investment Advisors
Massachusetts
$25.6M 475,284 +768 +0.2%
AA
23
Ancora Advisors
Ohio
$25M 463,469 +15,932 +4%
BWA
24
BlueSky Wealth Advisors
North Carolina
$23.3M 432,284 +41,151 +11%
OAJ
25
Ogorek Anthony Joseph
New York
$23.3M 432,524 +430,270 +19,089%
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