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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.

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
1
Charles Schwab
California
$502M
2
MAM
2
Marotta Asset Management
Virginia
$23.5M
3
AA
3
Apriem Advisors
California
$59M
4
HCM
4
Hengehold Capital Management
Ohio
$58.2M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$109M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$111M
2
TIM
2
Total Investment Management
Arizona
$1.01M
3
HFP
3
Holistic Financial Partners
Indiana
$0
4
SBA
4
Secrest Blakey & Associates
North Carolina
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$2.82M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$502M 9,388,584 +1,708,922 +22%
MFRM
2
Milliman Financial Risk Management
Illinois
$184M 3,439,586 – –
APP
3
Avantax Planning Partners
Iowa
$162M 3,033,742 +78,966 +3%
Ameriprise
4
Ameriprise
Minnesota
$150M 2,812,240 +243,441 +9%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$148M 2,766,576 +230,857 +9%
Financial Engines Advisors
6
Financial Engines Advisors
California
$147M 2,760,172 +225,072 +9%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$111M 2,080,868 -656,629 -24%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$109M 2,031,381 +290,865 +17%
AA
9
Apriem Advisors
California
$59M 1,104,503 +358,215 +48%
HCM
10
Hengehold Capital Management
Ohio
$58.2M 1,088,670 +300,894 +38%
SFPM
11
Sensible Financial Planning & Management
Massachusetts
$53.6M 1,003,879 -92,906 -8%
TF
12
TimeScale Financial
Massachusetts
$51.2M 957,782 +137,841 +17%
OIA
13
OneDigital Investment Advisors
Kansas
$49.5M 926,450 +126,905 +16%
Mariner
14
Mariner
Kansas
$47.8M 895,345 +249,325 +39%
UCFA
15
United Capital Financial Advisors
Texas
$43.3M 811,124 +5,094 +0.6%
Bank of America
16
Bank of America
North Carolina
$41.6M 777,830 +25,687 +3%
SFA
17
Sequoia Financial Advisors
Ohio
$34.8M 650,857 +71,967 +12%
OAJ
18
Ogorek Anthony Joseph
New York
$34.6M 648,351 +215,827 +50%
ML
19
McAdam LLC
Pennsylvania
$33.3M 623,497 +69,692 +13%
JIP
20
JBJ Investment Partners
South Carolina
$28.4M 531,333 +156,498 +42%
TWP
21
Total Wealth Planning
Ohio
$27.9M 522,747 +14,055 +3%
Creative Planning
22
Creative Planning
Kansas
$27.8M 519,791 -10,496 -2%
AA
23
Ancora Advisors
Ohio
$25.8M 483,096 +19,627 +4%
BIA
24
Barry Investment Advisors
Massachusetts
$25.7M 478,309 +3,025 +0.6%
CCWA
25
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$25.2M 471,192 +56,467 +14%
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