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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 %
CA
251
Cambridge Advisors
Nebraska
$226K +$1.43K +56 +0.6%
BPB
252
Badgley, Phelps & Bell
Washington
$225K – – –
RWM
253
Ritholtz Wealth Management
New York
$224K +$224K +8,780 New
RCC
254
Red Cedar Capital
Nebraska
$214K +$16.1K +632 +8%
TPW
255
Tiller Private Wealth
Pennsylvania
$210K -$3.01M -118,224 -93%
VF
256
Virtu Financial
New York
$208K -$61.8K -2,424 -23%
IIC
257
Ironwood Investment Counsel
Arizona
$206K – – –
RBC
258
Roble Belko & Company
Pennsylvania
$203K – – –
BNP Paribas Financial Markets
259
BNP Paribas Financial Markets
France
$201K +$201K +7,894 New
BCM
260
Blume Capital Management
California
$199K – – –
EA
261
Efficient Advisors
Ohio
$174K +$174K +6,818 New
MFT
262
Moisand Fitzgerald Tamayo
Florida
$173K -$5.16K -202 -3%
VNA
263
Valley National Advisers
Pennsylvania
$164K -$3.67K -144 -2%
PFBT
264
Parkside Financial Bank & Trust
Missouri
$164K +$357 +14 +0.2%
FRA
265
Front Row Advisors
California
$149K – – –
ASN
266
Advisory Services Network
Georgia
$142K +$357 +14 +0.3%
JPMorgan Chase & Co
267
JPMorgan Chase & Co
New York
$134K +$84K +3,286 +168%
GWM
268
Geneos Wealth Management
Colorado
$121K – – –
FWM
269
Focused Wealth Management
New York
$118K +$118K +4,628 New
CIR
270
Clear Investment Research
Georgia
$105K -$28.2K -1,104 -21%
APA
271
American Portfolios Advisors
New York
$103K +$51 +2 +0%
DAM
272
Delta Asset Management
Tennessee
$102K – – –
WCM
273
Wealthcare Capital Management
Virginia
$101K – – –
DSC
274
Duncker Streett & Co
Missouri
$87K +$25.7K +1,008 +42%
CJA
275
C-J Advisory
California
$86K – – –
9 10
11
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