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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

330 hedge funds and large institutions have $2.01B invested in Schwab US Aggregate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 146 increasing their positions, 112 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+15
Holders Change %
+4.76%
% of All Funds
7.57%
Holding in Top 10
47
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-11.32%
% of All Funds
1.08%
New
39
Increased
146
Reduced
112
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
$235M
2
TCM
Towercrest Capital Management
Pennsylvania
$18.4M
3
OIA
OneDigital Investment Advisors
Kansas
$32.7M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$16.6M
5
SFPM
Sensible Financial Planning & Management
Massachusetts
$69.7M

Top Sellers

1
DWM
Destination Wealth Management
California
$5.23M
2
LPL Financial
LPL Financial
California
$1.07M
3
LA
LVW Advisors
New York
$0
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
BWP
BSW Wealth Partners
Colorado
$9.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
251
Meridian Wealth Management
Kentucky
$225K +$1.06K +42 +0.5%
CAG
252
Crestwood Advisors Group
Massachusetts
$225K +$225K +8,878 New
BPB
253
Badgley, Phelps & Bell
Washington
$223K – – –
Susquehanna International Group
254
Susquehanna International Group
Pennsylvania
$219K +$219K +8,632 New
FIM
255
Frontier Investment Management
Texas
$214K +$214K +8,448 New
CA
256
Cambridge Advisors
Nebraska
$212K -$12.9K -510 -6%
RCC
257
Red Cedar Capital
Nebraska
$212K – – –
ASN
258
Advisory Services Network
Georgia
$208K +$67.6K +2,684 +48%
IIC
259
Ironwood Investment Counsel
Arizona
$204K – – –
CS
260
Credit Suisse
Switzerland
$204K +$204K +8,044 New
BCM
261
Blume Capital Management
California
$198K – – –
RWA
262
River Wealth Advisors
Pennsylvania
$182K +$182K +7,184 New
Royal Bank of Canada
263
Royal Bank of Canada
Ontario, Canada
$180K -$66K -2,606 -27%
PFBT
264
Parkside Financial Bank & Trust
Missouri
$163K – – –
VNA
265
Valley National Advisers
Pennsylvania
$154K -$9.29K -366 -6%
MFT
266
Moisand Fitzgerald Tamayo
Florida
$152K -$19.4K -768 -11%
EA
267
Efficient Advisors
Ohio
$143K -$29.3K -1,160 -17%
OAJ
268
Ogorek Anthony Joseph
New York
$142K -$5.1M -201,998 -97%
CJA
269
C-J Advisory
California
$126K +$40.4K +1,600 +47%
JFGIW
270
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$125K +$125K +4,918 New
GWM
271
Geneos Wealth Management
Colorado
$120K – – –
CIR
272
Clear Investment Research
Georgia
$105K – – –
GIP
273
Granite Investment Partners
California
$105K +$105K +4,174 New
WCM
274
Wealthcare Capital Management
Virginia
$100K – – –
DSC
275
Duncker Streett & Co
Missouri
$87K +$558 +22 +0.6%
9 10
11
12 13