SCHZ icon

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
+$25.4M
2
TCM
Towercrest Capital Management
Pennsylvania
+$18.4M
3
OIA
OneDigital Investment Advisors
Kansas
+$11.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.7M
5
SFPM
Sensible Financial Planning & Management
Massachusetts
+$10.8M

Top Sellers

1
DWM
Destination Wealth Management
California
-$22.4M
2
LPL Financial
LPL Financial
California
-$10.1M
3
LA
LVW Advisors
New York
-$7.51M
4
Citadel Advisors
Citadel Advisors
Florida
-$6.48M
5
BWP
BSW Wealth Partners
Colorado
-$5.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
276
Catalyst Capital Advisors
New York
$81K – – –
MIM
277
Macroview Investment Management
Maryland
$78K – – –
GRP
278
Global Retirement Partners
California
$78K +$7.71K +306 +11%
APA
279
American Portfolios Advisors
New York
$74.6K -$27.2K -1,076 -27%
PG
280
Patten Group
Tennessee
$74K +$1.37K +54 +2%
PO
281
Private Ocean
California
$70K +$506 +20 +0.7%
FHA
282
First Horizon Advisors
Tennessee
$68K +$68K +2,698 New
CAL
283
Capital Analysts LLC
Pennsylvania
$66K +$51.3K +2,040 +348%
PA
284
Parallel Advisors
California
$59K +$20.4K +814 +53%
Fifth Third Bancorp
285
Fifth Third Bancorp
Ohio
$58K – – –
RBC
286
Roble Belko & Company
Pennsylvania
$56K -$147K -5,760 -72%
SQA
287
Simon Quick Advisors
New Jersey
$54K +$2.17K +86 +4%
IAS
288
IMA Advisory Services
Colorado
$51K +$51K +2,000 New
CCM
289
Covington Capital Management
California
$50K – – –
AAM
290
Advisors Asset Management
Colorado
$50K +$40.9K +1,630 +450%
AOWM
291
Alpha Omega Wealth Management
Virginia
$48K – – –
SEI Investments
292
SEI Investments
Pennsylvania
$48K +$48K +1,910 New
AA
293
Apriem Advisors
California
$39K +$39K +1,524 New
MSFP
294
Mark Sheptoff Financial Planning
Connecticut
$33K – – –
Northwestern Mutual Wealth Management
295
Northwestern Mutual Wealth Management
Wisconsin
$29K -$56.3K -2,228 -66%
NWM
296
Northwest Wealth Management
Iowa
$28K – – –
TWA
297
TCI Wealth Advisors
Arizona
$25K +$2.36K +94 +10%
TIM
298
Tortoise Investment Management
New York
$22K -$25.9K -1,000 -54%
EA
299
Edge Advisors
Georgia
$22K +$149 +6 +0.7%
VCM
300
Versant Capital Management
Arizona
$21K +$21K +866 New
10 11
12
13 14