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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 %
BC
301
Barnett & Company
Tennessee
$20K -$3.55K -142 -15%
SFSIG
302
San Francisco Sentry Investment Group
California
$20K – – –
Carson Wealth (CWM LLC)
303
Carson Wealth (CWM LLC)
Nebraska
$19K – – –
KJWM
304
Kiley Juergens Wealth Management
Washington
$19K +$19K +774 New
VFA
305
Valeo Financial Advisors
Indiana
$18K +$102 +4 +0.6%
SWA
306
Sutton Wealth Advisors
Florida
$12.7K -$5.37K -212 -30%
RCAG
307
Rehmann Capital Advisory Group
Michigan
$12.7K – – –
IP
308
Intellectus Partners
California
$12K +$12K +466 New
NC
309
NewSquare Capital
Pennsylvania
$11K +$11K +440 New
CF
310
Centaurus Financial
California
$10K +$10K +400 New
YWP
311
YorkBridge Wealth Partners
New York
$9K – – –
NDSI
312
Newman Dignan & Sheerar Inc
Rhode Island
$8.94K +$72 +2,852 +0.8%
EWM
313
Elmwood Wealth Management
California
$8.91K – – –
MPPLM
314
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$7K -$2.12K -78 -23%
LFG
315
LifePlan Financial Group
Ohio
$7K – – –
CPIG
316
Chicago Partners Investment Group
Illinois
$7K +$52 +2 +0.7%
KCPG
317
Kavar Capital Partners Group
Kansas
$7K +$7K +284 New
HI
318
Hudock Inc
Pennsylvania
$6K -$294K -12,232 -98%
HCM
319
Horrell Capital Management
Arkansas
$4K – – –
Barclays
320
Barclays
United Kingdom
$3K – – –
SJIM
321
St. Johns Investment Management
Florida
$3K +$389 +14 +15%
BAMG
322
Brand Asset Management Group
Missouri
$3K +$3K +100 New
SPIA
323
Steward Partners Investment Advisory
New York
$3K +$3K +128 New
PMG
324
ProVise Management Group
Florida
$2.45K +$57 +2,242 +2%
CAGAS
325
Capital Advisory Group Advisory Services
Minnesota
$2K -$2.32K -72 -54%
10 11 12
13
14