SCHZ icon

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 %
SFG
326
Sage Financial Group
Pennsylvania
– -$1.17M -44,816 Closed
Millennium Management
327
Millennium Management
New York
– -$944K -36,286 Closed
NCMW
328
Northern Capital Management (Wisconsin)
Wisconsin
– -$654K -25,150 Closed
HWM
329
Highwater Wealth Management
Colorado
– -$628K -24,128 Closed
IFWM
330
Institute for Wealth Management
Colorado
– -$500K -19,266 Closed
PFG
331
Piershale Financial Group
Illinois
– -$406K -15,610 Closed
CL
332
Choreo LLC
Illinois
– -$286K -10,962 Closed
FPCG
333
Fort Pitt Capital Group
Pennsylvania
– -$282K -10,828 Closed
PA
334
Paracle Advisors
Washington
– -$243K -9,354 Closed
KM
335
Kalos Management
Georgia
– -$233K -9,188 Closed
KFA
336
Kays Financial Advisory
Georgia
– -$237K -9,140 Closed
MCM
337
Mengis Capital Management
Oregon
– -$220K -8,472 Closed
BSW
338
Buckingham Strategic Wealth
Missouri
– -$204K -7,844 Closed
NGA
339
Naples Global Advisors
Florida
– -$202K -7,750 Closed
AFP
340
Ausdal Financial Partners
Iowa
– -$200K -7,694 Closed
CTC
341
Central Trust Company
Missouri
– -$107K -4,116 Closed
NSB
342
Norway Savings Bank
Maine
– -$99K -3,790 Closed
EWM
343
Evercore Wealth Management
New York
– -$68K -2,626 Closed
PFA
344
Pathway Financial Advisors
Vermont
– -$61K -2,354 Closed
PMFA
345
Plante Moran Financial Advisors
Michigan
– -$58K -2,248 Closed
WA
346
Winfield Associates
Ohio
– -$53K -2,028 Closed
AFNAS
347
American Financial Network Advisory Services
California
– -$38K -1,452 Closed
WCG
348
Wall Capital Group
Arizona
– -$28K -1,074 Closed
SPI
349
Santori & Peters Inc
Pennsylvania
– -$23K -944 Closed
KJWM
350
Kiley Juergens Wealth Management
Washington
– -$20K -774 Closed
11 12 13
14
15