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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 %
VFA
351
Valeo Financial Advisors
Indiana
$12K -$6.23K -242 -34%
CJA
352
C-J Advisory
California
$11K -$32.8K -1,340 -75%
SFSG
353
Stearns Financial Services Group
North Carolina
$10K -$83.8K -3,150 -89%
PMFA
354
Plante Moran Financial Advisors
Michigan
$10K +$10K +380 New
EWM
355
Elmwood Wealth Management
California
$9K – – –
NDSI
356
Newman Dignan & Sheerar Inc
Rhode Island
$8.59K -$82.2K -324,900 -91%
FA
357
Fortis Advisors
Pennsylvania
$8K +$8K +312 New
FCA
358
FinTrust Capital Advisors
South Carolina
$8K +$8K +320 New
AWM
359
Arbor Wealth Management
Florida
$8K +$8K +328 New
MG
360
MilWealth Group
Wisconsin
$5.6K +$5.6K +222 New
ClearBridge Investments
361
ClearBridge Investments
New York
$5K +$5K +190 New
PGWM
362
Parisi Gray Wealth Management
New Jersey
$5K +$5K +190 New
RCG
363
Ruggie Capital Group
Florida
$5K +$5K +202 New
HCM
364
Horrell Capital Management
Arkansas
$4K – – –
BWM
365
Baystate Wealth Management
Massachusetts
$4K +$4K +150 New
Barclays
366
Barclays
United Kingdom
$3K – – –
CDIA
367
Capital Directions Investment Advisors
Georgia
$3K – – –
SJIM
368
St. Johns Investment Management
Florida
$3K – – –
HR
369
Howe & Rusling
New York
$3K +$3K +114 New
CAGAS
370
Capital Advisory Group Advisory Services
Minnesota
$2K – – –
TL
371
TrueWealth LLC
Georgia
$1K – – –
CAPTRUST Financial Advisors
372
CAPTRUST Financial Advisors
North Carolina
$1K +$138 +8 +16%
DWM
373
Doyle Wealth Management
Florida
$1K +$1K +24 New
FCMT
374
Founders Capital Management (Texas)
Texas
$1K +$1K +40 New
ACA
375
Ackerman Capital Advisors
Texas
$883 +$883 +34,908 New
13 14
15
16 17