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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
+$51.4M
2
AA
Apriem Advisors
California
+$38.6M
3
APP
Avantax Planning Partners
Iowa
+$33M
4
Bank of America
Bank of America
North Carolina
+$32.2M
5
BIA
Barry Investment Advisors
Massachusetts
+$23.4M

Top Sellers

1
DWM
Destination Wealth Management
California
-$117M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$89.5M
3
CW
CreativeOne Wealth
Kansas
-$49M
4
FWM
Frontier Wealth Management
Missouri
-$23.3M
5
HGWM
Harvest Group Wealth Management
Massachusetts
-$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
301
Pinnacle Associates
New York
$238K +$6.75K +260 +3%
ASN
302
Advisory Services Network
Georgia
$233K +$8.71K +336 +4%
LWAC
303
Laurel Wealth Advisors (California)
California
$231K +$231K +8,888 New
RCC
304
Red Cedar Capital
Nebraska
$229K -$3.01K -116 -1%
BPB
305
Badgley, Phelps & Bell
Washington
$229K – – –
CA
306
Cetera Advisors
Colorado
$228K -$7.3K -282 -3%
PWA
307
Providence Wealth Advisors
Illinois
$225K – – –
OCG
308
Opus Capital Group
Ohio
$225K +$8.03K +310 +4%
WA
309
Wealth Architects
California
$221K +$221K +8,502 New
LSAG
310
Lake Street Advisors Group
New Hampshire
$220K +$220K +8,480 New
Royal Bank of Canada
311
Royal Bank of Canada
Ontario, Canada
$217K +$18.9K +728 +10%
ODCM
312
Old Dominion Capital Management
Virginia
$215K +$215K +8,360 New
IIC
313
Ironwood Investment Counsel
Arizona
$210K – – –
AWA
314
Acorn Wealth Advisors
Michigan
$210K +$1.39K +54 +0.7%
LJAC
315
L.J. Altfest & Co
New York
$206K +$206K +7,926 New
BCM
316
Blume Capital Management
California
$203K +$414 +16 +0.2%
PCMC
317
Private Capital Management (Colorado)
Colorado
$202K +$202K +7,788 New
FA
318
Financial Advisors
Massachusetts
$202K +$202K +7,800 New
CIAS
319
Capital Investment Advisory Services
North Carolina
$193K -$768K -29,622 -80%
LFG
320
Larson Financial Group
Missouri
$191K -$7.22K -278 -4%
HWA
321
Heritage Wealth Advisors
Virginia
$178K +$114K +4,406 +179%
JPMorgan Chase & Co
322
JPMorgan Chase & Co
New York
$165K -$138K -5,318 -45%
PMFA
323
Plante Moran Financial Advisors
Michigan
$159K +$149K +5,756 +1,515%
HGWM
324
Harvest Group Wealth Management
Massachusetts
$157K -$14M -538,324 -99%
FRA
325
Front Row Advisors
California
$151K – – –
11 12
13
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