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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 %
CIR
276
Clear Investment Research
Georgia
$103K – – –
WCM
277
Wealthcare Capital Management
Virginia
$100K – – –
WIA
278
Westbourne Investment Advisors
Maryland
$99K +$99K +3,948 New
SFSG
279
Stearns Financial Services Group
North Carolina
$89K +$89K +3,526 New
DSC
280
Duncker Streett & Co
Missouri
$87K +$655 +26 +0.8%
OAJ
281
Ogorek Anthony Joseph
New York
$86K -$54.3K -2,178 -39%
CCA
282
Catalyst Capital Advisors
New York
$80K – – –
MIM
283
Macroview Investment Management
Maryland
$77K – – –
PG
284
Patten Group
Tennessee
$74K +$1.05K +42 +1%
APA
285
American Portfolios Advisors
New York
$73.6K -$452 -18 -0.6%
PO
286
Private Ocean
California
$73K +$3.9K +156 +6%
CAL
287
Capital Analysts LLC
Pennsylvania
$72K +$5.61K +222 +8%
Deutsche Bank
288
Deutsche Bank
Germany
$63K -$346K -13,750 -85%
PA
289
Parallel Advisors
California
$61K +$1.86K +74 +3%
HWA
290
Heritage Wealth Advisors
Virginia
$61K +$61K +2,460 New
SQA
291
Simon Quick Advisors
New Jersey
$60K +$6.73K +270 +13%
Fifth Third Bancorp
292
Fifth Third Bancorp
Ohio
$58K – – –
IAS
293
IMA Advisory Services
Colorado
$50K – – –
CCM
294
Covington Capital Management
California
$49K – – –
AOWM
295
Alpha Omega Wealth Management
Virginia
$48K – – –
JFA
296
JNBA Financial Advisors
Minnesota
$48K +$48K +1,900 New
OIA
297
Optimum Investment Advisors
Illinois
$47K +$47K +1,872 New
CJA
298
C-J Advisory
California
$45K -$80.4K -3,200 -64%
Wells Fargo
299
Wells Fargo
California
$44K -$2.76M -110,206 -98%
Citigroup
300
Citigroup
New York
$39K -$634K -25,504 -94%
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