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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 %
MWM
251
MorganRosel Wealth Management
Colorado
$362K +$362K +14,298 New
MAS
252
Managed Account Services
Florida
$360K -$236K -9,320 -40%
GI
253
GS Investments
Minnesota
$328K +$33.3K +1,316 +11%
HDIM
254
Hanson & Doremus Investment Management
Vermont
$326K -$1.01M -40,024 -76%
GCA
255
Genesee Capital Advisors
New York
$313K +$313K +12,390 New
PFBT
256
Parkside Financial Bank & Trust
Missouri
$310K -$579K -22,894 -65%
AC
257
Alley Company
Illinois
$304K -$27.5K -1,086 -8%
MSWMA
258
Market Street Wealth Management Advisors
Indiana
$304K +$304K +12,022 New
Baird Financial Group
259
Baird Financial Group
Wisconsin
$299K +$36.3K +1,434 +14%
JPMorgan Chase & Co
260
JPMorgan Chase & Co
New York
$296K -$358K -14,152 -55%
LCM
261
Liberty Capital Management
Michigan
$289K -$13.5K -534 -4%
HA
262
Harborview Advisors
Maine
$285K +$5.96K +236 +2%
MCM
263
Maple Capital Management
Vermont
$281K -$15.1K -598 -5%
CA
264
Continuum Advisory
Idaho
$281K +$2.13K +84 +0.8%
FM
265
Foster & Motley
Ohio
$279K -$34.3K -1,356 -11%
SWP
266
Stratos Wealth Partners
Ohio
$275K +$1.27K +50 +0.5%
RWA
267
River Wealth Advisors
Pennsylvania
$275K +$80.2K +3,170 +41%
SBH
268
Segall Bryant & Hamill
Illinois
$269K – – –
CBFP
269
Cedar Brook Financial Partners
Ohio
$265K +$265K +10,464 New
RJA
270
Raymond James & Associates
Florida
$264K -$545K -21,542 -67%
CFS
271
CRA Financial Services
New Jersey
$262K +$262K +10,364 New
EHC
272
Everett Harris & Co
California
$261K – – –
MPW
273
MA Private Wealth
California
$260K +$260K +10,276 New
CFA
274
Cahill Financial Advisors
Minnesota
$259K +$259K +10,236 New
RWM
275
Ritholtz Wealth Management
New York
$258K -$22.5K -890 -8%
9 10
11
12 13