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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 %
EWM
376
Elmwood Wealth Management
California
$9K -$51 -2 -0.6%
FCA
377
FinTrust Capital Advisors
South Carolina
$8K – – –
US Bancorp
378
US Bancorp
Minnesota
$6K +$6K +228 New
MG
379
MilWealth Group
Wisconsin
$5.77K – – –
CIR
380
Clear Investment Research
Georgia
$5K -$95.1K -4,032 -95%
ClearBridge Investments
381
ClearBridge Investments
New York
$5K – – –
HCM
382
Horrell Capital Management
Arkansas
$5K – – –
PGWM
383
Parisi Gray Wealth Management
New Jersey
$5K – – –
CFD
384
Creative Financial Designs
Indiana
$3K -$559K -24,206 -99%
Barclays
385
Barclays
United Kingdom
$3K – – –
CDIA
386
Capital Directions Investment Advisors
Georgia
$3K – – –
SJIM
387
St. Johns Investment Management
Florida
$3K – – –
IF
388
Ironwood Financial
Arizona
$3K +$3K +116 New
CFGS
389
Concourse Financial Group Securities
Alabama
$2K -$415K -22,808 -100%
CAGAS
390
Capital Advisory Group Advisory Services
Minnesota
$2K – – –
1IA
391
1834 Investment Advisors
Wisconsin
$2K +$2K +84 New
TL
392
TrueWealth LLC
Georgia
$1K – – –
Koshinski Asset Management
393
Koshinski Asset Management
Illinois
$935 -$11 -418 -1%
ACA
394
Ackerman Capital Advisors
Texas
$909 +$4 +148 +0.4%
Jane Street
395
Jane Street
New York
– -$8.08M -319,310 Closed
CWM
396
Centric Wealth Management
Illinois
– -$7.58M -299,484 Closed
BAAM
397
Baker Avenue Asset Management
California
– -$4.36M -172,498 Closed
WI
398
WrapManager Inc
California
– -$3.68M -145,298 Closed
WCM
399
Weatherstone Capital Management
Colorado
– -$3.04M -120,782 Closed
TFS
400
Thoroughbred Financial Services
Tennessee
– -$1.58M -65,834 Closed
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