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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

331 hedge funds and large institutions have $2.1B invested in Schwab US Aggregate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 170 increasing their positions, 95 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
+1
Holders Change %
+0.3%
% of All Funds
7.58%
Holding in Top 10
43
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.51%
% of All Funds
0.98%
New
31
Increased
170
Reduced
95
Closed
27
Calls
–
Puts
$12K
Net Calls
-$12K
Net Calls Change
-$12K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$109M
2
Charles Schwab
Charles Schwab
California
$258M
3
AIP
Almanack Investment Partners
Pennsylvania
$17.1M
4
HGWM
Harvest Group Wealth Management
Massachusetts
$13.7M
5
APP
Avantax Planning Partners
Iowa
$130M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
$148M
2
KLI
Kelman-Lazarov Inc
Tennessee
$1.15M
3
BA
Bristlecone Advisors
Washington
$2.97M
4
HA
Harborview Advisors
Maine
$278K
5
UCFA
United Capital Financial Advisors
Texas
$28.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
226
Advisor Group
Arizona
$326K +$52.3K +2,078 +19%
PA
227
Pinnacle Associates
New York
$311K -$36.7K -1,460 -11%
FM
228
Foster & Motley
Ohio
$311K -$24.8K -988 -7%
KFA
229
Kelleher Financial Advisors
New York
$301K – – –
LCM
230
Liberty Capital Management
Michigan
$301K +$1.01K +40 +0.3%
MCM
231
Maple Capital Management
Vermont
$295K +$1.56K +62 +0.5%
FCIM
232
Fairview Capital Investment Management
California
$293K +$20.1K +800 +7%
GI
233
GS Investments
Minnesota
$293K +$4.27K +170 +1%
WCM
234
Weik Capital Management
Pennsylvania
$288K -$79.2K -3,150 -22%
HCA
235
Horan Capital Advisors
Ohio
$280K +$5.53K +220 +2%
RWM
236
Ritholtz Wealth Management
New York
$279K +$47.2K +1,876 +20%
HA
237
Harborview Advisors
Maine
$278K -$5.88M -233,710 -95%
SSWM
238
Sheets Smith Wealth Management
North Carolina
$276K +$276K +10,974 New
CA
239
Continuum Advisory
Idaho
$276K +$276K +11,024 New
SWP
240
Stratos Wealth Partners
Ohio
$272K +$3.22K +128 +1%
SBH
241
Segall Bryant & Hamill
Illinois
$267K -$85.3K -3,396 -24%
VAS
242
Valicenti Advisory Services
New York
$264K -$2.23M -88,912 -89%
Baird Financial Group
243
Baird Financial Group
Wisconsin
$261K +$261K +10,394 New
EHC
244
Everett Harris & Co
California
$259K +$35.2K +1,400 +16%
PWA
245
Providence Wealth Advisors
Illinois
$255K -$6.27K -250 -2%
RPA
246
Rock Point Advisors
Vermont
$254K -$9.31K -370 -4%
LWAC
247
Laurel Wealth Advisors (California)
California
$252K +$20.6K +822 +9%
AWM
248
AE Wealth Management
Kansas
$250K +$250K +9,946 New
RCA
249
Rowland Carmichael Advisors
Arizona
$246K – – –
UB
250
UMB Bank
Missouri
$244K -$3.98K -158 -2%
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