SCHZ icon

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 %
Northwestern Mutual Wealth Management
276
Northwestern Mutual Wealth Management
Wisconsin
$86K +$30.1K +1,180 +54%
CCA
277
Catalyst Capital Advisors
New York
$82K -$30.8K -1,200 -27%
MIM
278
Macroview Investment Management
Maryland
$78K – – –
PG
279
Patten Group
Tennessee
$73K +$2.04K +80 +3%
GRP
280
Global Retirement Partners
California
$71K +$7.84K +308 +12%
PO
281
Private Ocean
California
$70K +$408 +16 +0.6%
Fifth Third Bancorp
282
Fifth Third Bancorp
Ohio
$59K – – –
SQA
283
Simon Quick Advisors
New Jersey
$52K +$253 +10 +0.5%
CCM
284
Covington Capital Management
California
$50K – – –
AOWM
285
Alpha Omega Wealth Management
Virginia
$48K – – –
TIM
286
Tortoise Investment Management
New York
$47K -$44.5K -1,750 -49%
PA
287
Parallel Advisors
California
$39K +$6.58K +260 +20%
CCA
288
Clearwater Capital Advisors
Illinois
$37K +$37K +1,458 New
MSFP
289
Mark Sheptoff Financial Planning
Connecticut
$33K -$61.4K -2,388 -65%
NWM
290
Northwest Wealth Management
Iowa
$29K +$29K +1,124 New
BC
291
Barnett & Company
Tennessee
$24K – – –
TWA
292
TCI Wealth Advisors
Arizona
$23K -$1.07M -41,926 -98%
EA
293
Edge Advisors
Georgia
$22K +$100 +4 +0.5%
Carson Wealth (CWM LLC)
294
Carson Wealth (CWM LLC)
Nebraska
$20K +$20K +770 New
SFSIG
295
San Francisco Sentry Investment Group
California
$20K +$20K +800 New
SWA
296
Sutton Wealth Advisors
Florida
$18.2K +$1.79K +70 +11%
VFA
297
Valeo Financial Advisors
Indiana
$18K – – –
CAL
298
Capital Analysts LLC
Pennsylvania
$15K +$15K +586 New
RCAG
299
Rehmann Capital Advisory Group
Michigan
$13K +$13K +500 New
YWP
300
YorkBridge Wealth Partners
New York
$9K – – –
10 11
12
13 14