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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 %
BDF
276
Black Diamond Financial
Maryland
$258K +$258K +10,218 New
RPA
277
Rock Point Advisors
Vermont
$251K -$3.79K -150 -1%
CIA
278
Capital Investment Advisors
Georgia
$251K +$251K +9,938 New
HCA
279
Horan Capital Advisors
Ohio
$250K -$32.1K -1,266 -11%
FIM
280
Frontier Investment Management
Texas
$250K +$36.6K +1,450 +17%
RCA
281
Rowland Carmichael Advisors
Arizona
$248K – – –
FFA
282
First Foundation Advisors
California
$245K +$245K +9,670 New
SSWM
283
Sheets Smith Wealth Management
North Carolina
$240K -$38.1K -1,504 -14%
VAM
284
Verity Asset Management
North Carolina
$240K +$240K +9,476 New
WCM
285
Weik Capital Management
Pennsylvania
$239K -$50.6K -2,000 -17%
FCIM
286
Fairview Capital Investment Management
California
$232K -$61.8K -2,450 -21%
CA
287
Cetera Advisors
Colorado
$231K +$231K +9,086 New
RCC
288
Red Cedar Capital
Nebraska
$226K +$2.12K +84 +0.9%
PA
289
Pinnacle Associates
New York
$225K -$87.5K -3,460 -28%
RJFSA
290
Raymond James Financial Services Advisors
Florida
$224K +$224K +8,866 New
BPB
291
Badgley, Phelps & Bell
Washington
$223K – – –
PWA
292
Providence Wealth Advisors
Illinois
$220K -$36.9K -1,460 -14%
CAG
293
Crestwood Advisors Group
Massachusetts
$219K -$6.18K -244 -3%
ASN
294
Advisory Services Network
Georgia
$219K +$10.1K +398 +5%
BCM
295
Bienville Capital Management
New York
$219K +$219K +8,640 New
FHA
296
First Horizon Advisors
Tennessee
$218K -$101 -4 -0%
BC
297
Brinker Capital
Pennsylvania
$215K -$389K -15,368 -64%
GVAG
298
Great Valley Advisor Group
Delaware
$212K +$212K +3,338 New
OCG
299
Opus Capital Group
Ohio
$212K +$212K +8,376 New
Millennium Management
300
Millennium Management
New York
$212K +$212K +8,388 New
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