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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 %
BWP
251
BSW Wealth Partners
Colorado
$243K -$1.53M -319,444 -86%
HSA
252
HBK Sorce Advisory
Pennsylvania
$241K +$241K +9,608 New
CAM
253
Cubic Asset Management
Massachusetts
$235K +$235K +9,350 New
AIA
254
Arcadia Investment Advisors
Idaho
$227K – – –
BSW
255
Buckingham Strategic Wealth
Missouri
$226K +$226K +8,980 New
CAG
256
Crestwood Advisors Group
Massachusetts
$224K +$453 +18 +0.2%
RCC
257
Red Cedar Capital
Nebraska
$223K +$12.1K +482 +6%
BPB
258
Badgley, Phelps & Bell
Washington
$222K – – –
FHA
259
First Horizon Advisors
Tennessee
$216K +$148K +5,910 +219%
FIM
260
Frontier Investment Management
Texas
$212K – – –
CWM
261
Cornerstone Wealth Management
Missouri
$208K +$208K +21,728 New
ASN
262
Advisory Services Network
Georgia
$207K – – –
OAM
263
Oxford Asset Management
United Kingdom
$205K -$35K -1,394 -15%
IIC
264
Ironwood Investment Counsel
Arizona
$203K – – –
BCM
265
Blume Capital Management
California
$196K – – –
BAM
266
Belpointe Asset Management
Nevada
$196K +$196K +7,814 New
RWA
267
River Wealth Advisors
Pennsylvania
$193K +$12.9K +514 +7%
FWM
268
Focused Wealth Management
New York
$169K -$1.37M -54,650 -89%
VNA
269
Valley National Advisers
Pennsylvania
$150K -$2.46K -98 -2%
MFT
270
Moisand Fitzgerald Tamayo
Florida
$149K -$2.42K -96 -2%
GRP
271
Global Retirement Partners
California
$140K +$62.3K +2,480 +80%
AAM
272
Advisors Asset Management
Colorado
$131K +$80.8K +3,208 +161%
GWM
273
Geneos Wealth Management
Colorado
$122K +$2.56K +102 +2%
WSTAM
274
Wilbanks Smith & Thomas Asset Management
Virginia
$120K +$120K +4,790 New
GIP
275
Granite Investment Partners
California
$104K – – –
9 10
11
12 13