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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 %
WA
376
WBH Advisory
Maryland
$626 +$18 +720 +3%
UB
377
UMB Bank
Missouri
$245 – – –
MWM
378
Merriman Wealth Management
Washington
– -$8.02M -319,380 Closed
AA
379
Advisory Alpha
Michigan
– -$3.81M -152,728 Closed
Manulife (Manufacturers Life Insurance)
380
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$3.41M -135,734 Closed
BA
381
Bristlecone Advisors
Washington
– -$2.97M -118,026 Closed
BCM
382
Boltwood Capital Management
California
– -$2.95M -117,252 Closed
FTS
383
Fifth Third Securities
Ohio
– -$1.21M -48,068 Closed
RMC
384
Regis Management Company
California
– -$1.21M -48,016 Closed
KLI
385
Kelman-Lazarov Inc
Tennessee
– -$1.15M -45,888 Closed
AG
386
Appleton Group
Wisconsin
– -$746K -29,702 Closed
SWM
387
Shakespeare Wealth Management
Wisconsin
– -$596K -23,706 Closed
CWM
388
Cornerstone Wealth Management
Missouri
– -$208K -21,728 Closed
FA
389
FDx Advisors
Illinois
– -$525K -20,876 Closed
GP
390
Girard Partners
Pennsylvania
– -$375K -14,960 Closed
KFA
391
Kelleher Financial Advisors
New York
– -$301K -11,992 Closed
LWAC
392
Laurel Wealth Advisors (California)
California
– -$252K -10,046 Closed
CAM
393
Cubic Asset Management
Massachusetts
– -$235K -9,350 Closed
AIA
394
Arcadia Investment Advisors
Idaho
– -$227K -9,040 Closed
BSW
395
Buckingham Strategic Wealth
Missouri
– -$226K -8,980 Closed
OAM
396
Oxford Asset Management
United Kingdom
– -$205K -8,164 Closed
BAM
397
Belpointe Asset Management
Nevada
– -$196K -7,814 Closed
WSTAM
398
Wilbanks Smith & Thomas Asset Management
Virginia
– -$120K -4,790 Closed
WIA
399
Westbourne Investment Advisors
Maryland
– -$99K -3,948 Closed
Fifth Third Bancorp
400
Fifth Third Bancorp
Ohio
– -$58K -2,304 Closed
13 14 15
16
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