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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

396 hedge funds and large institutions have $2.38B invested in Schwab US Aggregate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 181 increasing their positions, 126 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+18
Holders Change %
+4.76%
% of All Funds
8.58%
Holding in Top 10
44
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-20%
% of All Funds
0.95%
New
49
Increased
181
Reduced
126
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
$342M
2
AA
Apriem Advisors
California
$38.6M
3
APP
Avantax Planning Partners
Iowa
$145M
4
Bank of America
Bank of America
North Carolina
$37.4M
5
BIA
Barry Investment Advisors
Massachusetts
$25.2M

Top Sellers

1
DWM
Destination Wealth Management
California
$14.8M
2
Financial Engines Advisors
Financial Engines Advisors
California
$74.1M
3
CW
CreativeOne Wealth
Kansas
$3.98M
4
FWM
Frontier Wealth Management
Missouri
$833K
5
HGWM
Harvest Group Wealth Management
Massachusetts
$157K
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
276
WealthShield Partners
North Carolina
$291K +$291K +11,224 New
WP
277
WMS Partners
Maryland
$288K +$288K +11,116 New
RWA
278
River Wealth Advisors
Pennsylvania
$285K +$2.6K +100 +0.9%
SWA
279
Stratos Wealth Advisors
Ohio
$284K +$284K +10,938 New
IRC
280
Investors Research Corp
Georgia
$280K +$280K +10,800 New
MAS
281
Managed Account Services
Florida
$278K -$88.4K -3,434 -24%
SBH
282
Segall Bryant & Hamill
Illinois
$276K – – –
SCM
283
Stordahl Capital Management
Colorado
$276K +$276K +10,718 New
BDF
284
Black Diamond Financial
Maryland
$272K +$6.6K +254 +2%
MPW
285
MA Private Wealth
California
$271K +$4K +154 +1%
EHC
286
Everett Harris & Co
California
$267K – – –
CFA
287
Cahill Financial Advisors
Minnesota
$267K +$1.25K +48 +0.5%
RJFSA
288
Raymond James Financial Services Advisors
Florida
$264K +$34.2K +1,318 +15%
WCM
289
Weik Capital Management
Pennsylvania
$261K +$16.3K +630 +7%
AIC
290
Ameritas Investment Company
Nebraska
$261K +$261K +10,064 New
CIA
291
Capital Investment Advisors
Georgia
$258K +$466 +18 +0.2%
BAMG
292
Brand Asset Management Group
Missouri
$258K +$244K +9,400 +1,697%
RPA
293
Rock Point Advisors
Vermont
$255K -$2.59K -100 -1%
FIM
294
Frontier Investment Management
Texas
$255K -$1.82K -70 -0.7%
SIM
295
Sterling Investment Management
Arizona
$254K -$3.96M -152,902 -94%
UB
296
UMB Bank
Missouri
$252K – – –
SSWM
297
Sheets Smith Wealth Management
North Carolina
$251K +$5.14K +198 +2%
BCM
298
Bienville Capital Management
New York
$250K +$25.9K +1,000 +12%
DIS
299
Diversified Investment Strategies
Louisiana
$240K -$742K -28,600 -76%
FCIM
300
Fairview Capital Investment Management
California
$238K – – –
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