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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
+$34.6M
2
Charles Schwab
Charles Schwab
California
+$25.1M
3
AIP
Almanack Investment Partners
Pennsylvania
+$16.9M
4
HGWM
Harvest Group Wealth Management
Massachusetts
+$10.5M
5
APP
Avantax Planning Partners
Iowa
+$8.67M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
-$27.5M
2
KLI
Kelman-Lazarov Inc
Tennessee
-$6.89M
3
BA
Bristlecone Advisors
Washington
-$6.63M
4
HA
Harborview Advisors
Maine
-$5.88M
5
UCFA
United Capital Financial Advisors
Texas
-$3.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWPCG
301
Measured Wealth Private Client Group
New Hampshire
$33K +$33K +1,320 New
TWA
302
TCI Wealth Advisors
Arizona
$23K -$2.4K -94 -9%
Northwestern Mutual Wealth Management
303
Northwestern Mutual Wealth Management
Wisconsin
$22K -$7.16K -282 -25%
TIM
304
Tortoise Investment Management
New York
$21K – – –
VCM
305
Versant Capital Management
Arizona
$21K +$192 +8 +0.9%
BC
306
Barnett & Company
Tennessee
$20K – – –
SFSIG
307
San Francisco Sentry Investment Group
California
$20K – – –
KJWM
308
Kiley Juergens Wealth Management
Washington
$19K – – –
BAMG
309
Brand Asset Management Group
Missouri
$19K +$16.5K +654 +654%
VFA
310
Valeo Financial Advisors
Indiana
$18K – – –
NFG
311
Next Financial Group
Texas
$15K +$15K +600 New
SWA
312
Sutton Wealth Advisors
Florida
$13K +$402 +16 +3%
RCAG
313
Rehmann Capital Advisory Group
Michigan
$12.6K – – –
SPIA
314
Steward Partners Investment Advisory
New York
$12K +$8.84K +358 +280%
NC
315
NewSquare Capital
Pennsylvania
$11K – – –
EWM
316
Elmwood Wealth Management
California
$8.84K – – –
LFG
317
LifePlan Financial Group
Ohio
$7K – – –
CPIG
318
Chicago Partners Investment Group
Illinois
$7K +$51 +2 +0.7%
TCM
319
Tradewinds Capital Management
Washington
$7K +$7K +280 New
HCM
320
Horrell Capital Management
Arkansas
$4K – – –
Barclays
321
Barclays
United Kingdom
$3K – – –
SJIM
322
St. Johns Investment Management
Florida
$3K – – –
CDIA
323
Capital Directions Investment Advisors
Georgia
$3K +$3K +120 New
CAGAS
324
Capital Advisory Group Advisory Services
Minnesota
$2K – – –
CAPTRUST Financial Advisors
325
CAPTRUST Financial Advisors
North Carolina
$1K -$207K -10,334 -100%
11 12
13
14 15