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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

378 hedge funds and large institutions have $2.42B invested in Schwab US Aggregate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 131 increasing their positions, 130 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+47
Holders Change %
+14.2%
% of All Funds
8.44%
Holding in Top 10
55
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+27.91%
% of All Funds
1.23%
New
86
Increased
131
Reduced
130
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DWM
Destination Wealth Management
California
+$122M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$51.8M
3
Charles Schwab
Charles Schwab
California
+$23.5M
4
MFRM
Milliman Financial Risk Management
Illinois
+$21.1M
5
Ameriprise
Ameriprise
Minnesota
+$19.1M

Top Sellers

1
APP
Avantax Planning Partners
Iowa
-$21.8M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$21.6M
3
SFPM
Sensible Financial Planning & Management
Massachusetts
-$15.5M
4
FAAS
First Allied Advisory Services
California
-$15.5M
5
OIA
OneDigital Investment Advisors
Kansas
-$14.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
226
Peak Asset Management
Colorado
$525K -$2.58K -102 -0.5%
QCMNJ
227
Quantum Capital Management (New Jersey)
New Jersey
$519K -$27.6K -1,092 -5%
DAS
228
Dynamic Advisor Solutions
Arizona
$519K +$177K +6,982 +52%
OPA
229
Old Port Advisors
Maine
$517K +$517K +20,392 New
BWA
230
BDO Wealth Advisors
Florida
$506K +$506K +20,000 New
AWM
231
AE Wealth Management
Kansas
$479K +$227K +8,988 +90%
AFS
232
Access Financial Services
Minnesota
$466K -$5.06K -200 -1%
FLA
233
Financial Life Advisors
Texas
$465K – – –
TFA
234
Toth Financial Advisory
Virginia
$456K +$50.7K +2,004 +13%
LAIC
235
Lederer & Associates Investment Counsel
California
$448K +$63.9K +2,526 +17%
CMBA
236
C.M. Bidwell & Associates
Hawaii
$447K -$59.8K -2,366 -12%
HWM
237
Highwater Wealth Management
Colorado
$445K +$445K +17,584 New
ACM
238
Armbruster Capital Management
New York
$443K -$341K -13,464 -43%
H
239
HoyleCohen
California
$426K +$2.33K +92 +0.5%
SA
240
SRH Advisors
Kansas
$420K – – –
BNP Paribas Financial Markets
241
BNP Paribas Financial Markets
France
$408K +$29.8K +1,180 +8%
WWM
242
Western Wealth Management
Colorado
$403K +$403K +15,956 New
BJL
243
Brighton Jones LLC
Washington
$400K +$8.24K +326 +2%
RW
244
REDW Wealth
New Mexico
$399K -$119K -4,688 -23%
MFGP
245
Marshall Financial Group (Pennsylvania)
Pennsylvania
$389K +$389K +15,390 New
FPCG
246
Fort Pitt Capital Group
Pennsylvania
$386K +$386K +15,278 New
MI
247
Moneywise Inc
Virginia
$383K -$305K -12,048 -44%
AF
248
Allworth Financial
California
$381K -$41.1K -1,628 -10%
PWM
249
Perigon Wealth Management
California
$381K +$20.5K +806 +6%
FAM
250
Foothills Asset Management
Arizona
$368K -$26.3K -1,040 -7%
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