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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 %
MWC
351
MKD Wealth Coaches
Michigan
$51K +$628 +24 +1%
AOWM
352
Alpha Omega Wealth Management
Virginia
$49K – – –
VCM
353
Versant Capital Management
Arizona
$46K +$23.5K +920 +104%
CWM
354
Cedar Wealth Management
California
$42K +$42K +1,632 New
LWM
355
Lenox Wealth Management
Ohio
$27K +$27K +1,038 New
AWM
356
Arbor Wealth Management
Florida
$23K +$14.5K +558 +170%
TIM
357
Tortoise Investment Management
New York
$22K – – –
Citigroup
358
Citigroup
New York
$21K -$2.64K -104 -11%
BC
359
Barnett & Company
Tennessee
$21K – – –
SFSIG
360
San Francisco Sentry Investment Group
California
$21K – – –
TCM
361
Tradewinds Capital Management
Washington
$19K +$51 +2 +0.3%
William Blair & Company
362
William Blair & Company
Illinois
$18K – – –
BFEC
363
Benjamin F. Edwards & Company
Missouri
$18K – – –
SFSG
364
Stearns Financial Services Group
North Carolina
$17K +$7.29K +282 +75%
NFG
365
Next Financial Group
Texas
$16K -$141K -5,302 -90%
VFA
366
Valeo Financial Advisors
Indiana
$16K +$3.97K +154 +33%
FA
367
Fortis Advisors
Pennsylvania
$16K +$7.9K +304 +97%
NFH
368
NEXT Financial Holdings
Texas
$16K +$16K +600 New
CAC
369
Certified Advisory Corp
Florida
$16K +$16K +602 New
SWA
370
Sutton Wealth Advisors
Florida
$13.1K +$52 +2 +0.4%
LWM
371
Liberty Wealth Management
California
$13K – – –
RCAG
372
Rehmann Capital Advisory Group
Michigan
$13K +$13K +500 New
JFA
373
JNBA Financial Advisors
Minnesota
$12K – – –
CJA
374
C-J Advisory
California
$12K – – –
WCM
375
Wealthcare Capital Management
Virginia
$10K -$95.4K -3,588 -91%
13 14
15
16 17