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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 %
AWA
301
Acorn Wealth Advisors
Michigan
$205K +$205K +8,106 New
IIC
302
Ironwood Investment Counsel
Arizona
$204K – – –
BCM
303
Blume Capital Management
California
$198K – – –
LFG
304
Larson Financial Group
Missouri
$193K +$193K +7,632 New
Royal Bank of Canada
305
Royal Bank of Canada
Ontario, Canada
$192K -$186K -7,388 -49%
Northwestern Mutual Wealth Management
306
Northwestern Mutual Wealth Management
Wisconsin
$161K +$139K +5,482 +633%
SQA
307
Simon Quick Advisors
New Jersey
$151K +$90.1K +3,560 +148%
NFG
308
Next Financial Group
Texas
$149K +$134K +5,302 +884%
FRA
309
Front Row Advisors
California
$147K – – –
VNA
310
Valley National Advisers
Pennsylvania
$144K -$6.56K -260 -4%
AAM
311
Advisors Asset Management
Colorado
$142K +$10.4K +410 +8%
MFT
312
Moisand Fitzgerald Tamayo
Florida
$136K -$13.1K -520 -9%
GRP
313
Global Retirement Partners
California
$124K -$16.8K -664 -12%
GWM
314
Geneos Wealth Management
Colorado
$122K – – –
CIR
315
Clear Investment Research
Georgia
$107K +$3.28K +130 +3%
GIP
316
Granite Investment Partners
California
$105K -$1.02K -40 -1%
WCM
317
Wealthcare Capital Management
Virginia
$100K – – –
HI
318
Human Investing
Oregon
$90K +$90K +3,566 New
DSC
319
Duncker Streett & Co
Missouri
$88K +$807 +32 +0.9%
Wells Fargo
320
Wells Fargo
California
$87K +$42.7K +1,690 +96%
CCA
321
Catalyst Capital Advisors
New York
$81K – – –
MIM
322
Macroview Investment Management
Maryland
$78K – – –
ESB
323
Essex Savings Bank
Connecticut
$76K +$76K +3,000 New
PO
324
Private Ocean
California
$75K +$711 +28 +1%
PA
325
Parallel Advisors
California
$75K +$13.7K +544 +22%
11 12
13
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