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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 %
CAL
326
Capital Analysts LLC
Pennsylvania
$72K – – –
PG
327
Patten Group
Tennessee
$70K -$5.25K -206 -7%
OAJ
328
Ogorek Anthony Joseph
New York
$68K -$18.1K -726 -21%
TWA
329
TCI Wealth Advisors
Arizona
$68K +$45.2K +1,784 +198%
HWA
330
Heritage Wealth Advisors
Virginia
$62K – – –
CHP
331
Cable Hill Partners
Oregon
$57K +$57K +2,250 New
OIA
332
Optimum Investment Advisors
Illinois
$52K +$4.47K +176 +9%
CCM
333
Covington Capital Management
California
$50K – – –
MWC
334
MKD Wealth Coaches
Michigan
$49K +$49K +1,926 New
AOWM
335
Alpha Omega Wealth Management
Virginia
$48K – – –
PB
336
Pinnacle Bancorp
Nebraska
$38K +$38K +1,518 New
APA
337
American Portfolios Advisors
New York
$33.6K -$40.5K -1,600 -55%
PNC Financial Services Group
338
PNC Financial Services Group
Pennsylvania
$33K +$33K +1,262 New
Citigroup
339
Citigroup
New York
$24K -$16.5K -640 -41%
TIM
340
Tortoise Investment Management
New York
$22K – – –
VCM
341
Versant Capital Management
Arizona
$22K +$200 +8 +0.9%
BC
342
Barnett & Company
Tennessee
$20K – – –
SFSIG
343
San Francisco Sentry Investment Group
California
$20K – – –
TCM
344
Tradewinds Capital Management
Washington
$19K +$11.8K +462 +165%
BFEC
345
Benjamin F. Edwards & Company
Missouri
$18K +$18K +702 New
William Blair & Company
346
William Blair & Company
Illinois
$18K +$18K +708 New
BAMG
347
Brand Asset Management Group
Missouri
$14K -$5.05K -200 -27%
LWM
348
Liberty Wealth Management
California
$13K +$13K +526 New
SWA
349
Sutton Wealth Advisors
Florida
$12.7K -$405 -16 -3%
JFA
350
JNBA Financial Advisors
Minnesota
$12K -$37.6K -1,440 -76%
12 13
14
15 16