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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

315 hedge funds and large institutions have $1.96B invested in Schwab US Aggregate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 172 increasing their positions, 75 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
-6
Holders Change %
-1.87%
% of All Funds
7.23%
Holding in Top 10
53
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+23.26%
% of All Funds
1.22%
New
35
Increased
172
Reduced
75
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFRM
Milliman Financial Risk Management
Illinois
+$178M
2
Charles Schwab
Charles Schwab
California
+$48.3M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$20.5M
4
UCFA
United Capital Financial Advisors
Texas
+$17.1M
5
FAAS
First Allied Advisory Services
California
+$17.1M

Top Sellers

1
Jane Street
Jane Street
New York
-$25.1M
2
Bank of America
Bank of America
North Carolina
-$24.4M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$22.3M
4
AWS
AJ Wealth Strategies
New York
-$14M
5
OMC
Old Mission Capital
Illinois
-$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
226
Pinnacle Associates
New York
$332K -$3.82K -150 -1%
FM
227
Foster & Motley
Ohio
$330K -$3.88K -152 -1%
AIA
228
Arcadia Investment Advisors
Idaho
$328K – – –
HI
229
Hudock Inc
Pennsylvania
$318K +$318K +12,482 New
UAS
230
United Asset Strategies
New York
$308K +$98.3K +3,858 +47%
AWA
231
Acorn Wealth Advisors
Michigan
$307K +$1.31K +52 +0.4%
OAM
232
Oxford Asset Management
United Kingdom
$298K +$298K +11,688 New
AWM
233
AE Wealth Management
Kansas
$297K +$297K +11,650 New
AG
234
Advisor Group
Arizona
$291K -$26.3K -1,034 -8%
TFA
235
Toth Financial Advisory
Virginia
$289K +$14.1K +552 +5%
GI
236
GS Investments
Minnesota
$288K +$18.9K +740 +7%
LCM
237
Liberty Capital Management
Michigan
$287K +$95.4K +3,744 +50%
EWA
238
EP Wealth Advisors
California
$285K +$285K +11,190 New
RPA
239
Rock Point Advisors
Vermont
$283K +$5.1K +200 +2%
MCM
240
Maple Capital Management
Vermont
$269K +$12.7K +500 +5%
AC
241
Alley Company
Illinois
$269K +$21.8K +856 +9%
HCA
242
Horan Capital Advisors
Ohio
$267K +$35.2K +1,380 +15%
LJAC
243
L.J. Altfest & Co
New York
$261K -$431K -16,886 -62%
BJL
244
Brighton Jones LLC
Washington
$259K +$5.51K +216 +2%
RCA
245
Rowland Carmichael Advisors
Arizona
$256K -$5.98K -234 -2%
UB
246
UMB Bank
Missouri
$251K – – –
Royal Bank of Canada
247
Royal Bank of Canada
Ontario, Canada
$247K -$1.27M -49,770 -84%
EHC
248
Everett Harris & Co
California
$227K – – –
LWAC
249
Laurel Wealth Advisors (California)
California
$227K +$7.98K +314 +4%
MWM
250
Meridian Wealth Management
Kentucky
$226K +$969 +38 +0.4%
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