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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
$109M
2
Charles Schwab
Charles Schwab
California
$258M
3
AIP
Almanack Investment Partners
Pennsylvania
$17.1M
4
HGWM
Harvest Group Wealth Management
Massachusetts
$13.7M
5
APP
Avantax Planning Partners
Iowa
$130M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
$148M
2
KLI
Kelman-Lazarov Inc
Tennessee
$1.15M
3
BA
Bristlecone Advisors
Washington
$2.97M
4
HA
Harborview Advisors
Maine
$278K
5
UCFA
United Capital Financial Advisors
Texas
$28.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TL
326
TrueWealth LLC
Georgia
$1K +$59 +2 +6%
FMII
327
Farmers & Merchants Investments Inc
Nebraska
$1K +$1K +50 New
FRA
328
Front Row Advisors
California
$145 – – –
CC
329
Callan Capital
California
– -$3.63M -143,536 Closed
Renaissance Technologies
330
Renaissance Technologies
New York
– -$2.72M -107,350 Closed
ZIM
331
Zacks Investment Management
Illinois
– -$1.04M -40,888 Closed
BL
332
BCWM LLC
Kansas
– -$939K -37,080 Closed
MAS
333
Madden Advisory Services
Florida
– -$933K -36,856 Closed
ACM
334
AlphaStar Capital Management
North Carolina
– -$657K -25,966 Closed
FCAG
335
First Capital Advisors Group
New Jersey
– -$634K -25,046 Closed
Bank of New York Mellon
336
Bank of New York Mellon
New York
– -$362K -14,286 Closed
Stifel Financial
337
Stifel Financial
Missouri
– -$341K -13,460 Closed
BFPW
338
BOK Financial Private Wealth
Colorado
– -$305K -12,046 Closed
AWA
339
Acorn Wealth Advisors
Michigan
– -$288K -11,406 Closed
MWM
340
Meridian Wealth Management
Kentucky
– -$225K -8,906 Closed
CA
341
Cambridge Advisors
Nebraska
– -$212K -8,368 Closed
CS
342
Credit Suisse
Switzerland
– -$204K -8,044 Closed
EA
343
Efficient Advisors
Ohio
– -$143K -5,658 Closed
JFGIW
344
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$125K -4,918 Closed
RBC
345
Roble Belko & Company
Pennsylvania
– -$56K -2,200 Closed
SEI Investments
346
SEI Investments
Pennsylvania
– -$48K -1,910 Closed
AA
347
Apriem Advisors
California
– -$39K -1,524 Closed
MSFP
348
Mark Sheptoff Financial Planning
Connecticut
– -$33K -1,284 Closed
NWM
349
Northwest Wealth Management
Iowa
– -$28K -1,124 Closed
Carson Wealth (CWM LLC)
350
Carson Wealth (CWM LLC)
Nebraska
– -$19K -770 Closed
11 12 13
14
15