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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 %
MPPLM
301
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$9K – – –
AAM
302
Advisors Asset Management
Colorado
$9K +$9K +362 New
EWM
303
Elmwood Wealth Management
California
$8.98K +$8.98K +352 New
CPIG
304
Chicago Partners Investment Group
Illinois
$7K +$52 +2 +0.8%
LFG
305
LifePlan Financial Group
Ohio
$7K +$7K +272 New
HCM
306
Horrell Capital Management
Arkansas
$4K – – –
CAGAS
307
Capital Advisory Group Advisory Services
Minnesota
$4K +$4K +134 New
Barclays
308
Barclays
United Kingdom
$3K – – –
CDIA
309
Capital Directions Investment Advisors
Georgia
$3K +$51 +2 +2%
SJIM
310
St. Johns Investment Management
Florida
$2K – – –
TL
311
TrueWealth LLC
Georgia
$1K – – –
BCP
312
Blackhawk Capital Partners
Wisconsin
$1K – – –
KFA
313
Kabarec Financial Advisors
Illinois
$1K – – –
RJFSA
314
Raymond James Financial Services Advisors
Florida
– -$22.3M -855,770 Closed
RAG
315
Roof Advisory Group
Pennsylvania
– -$13.1M -503,720 Closed
WI
316
WrapManager Inc
California
– -$9.52M -366,000 Closed
AA
317
Apriem Advisors
California
– -$7.11M -273,236 Closed
FTS
318
Fifth Third Securities
Ohio
– -$3.73M -143,142 Closed
HCM
319
Horan Capital Management
Maryland
– -$3.15M -121,126 Closed
SFS
320
Strategic Financial Services
New York
– -$2.78M -106,674 Closed
Susquehanna International Group
321
Susquehanna International Group
Pennsylvania
– -$2.66M -102,384 Closed
BAM
322
Belpointe Asset Management
Nevada
– -$2.51M -96,548 Closed
AWM
323
Arbor Wealth Management
Florida
– -$2.07M -79,374 Closed
FFA
324
First Foundation Advisors
California
– -$1.26M -48,424 Closed
Renaissance Technologies
325
Renaissance Technologies
New York
– -$1.24M -47,624 Closed
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