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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 %
IAS
401
IMA Advisory Services
Colorado
– -$50K -2,000 Closed
MWPCG
402
Measured Wealth Private Client Group
New Hampshire
– -$33K -1,320 Closed
KJWM
403
Kiley Juergens Wealth Management
Washington
– -$19K -774 Closed
RCAG
404
Rehmann Capital Advisory Group
Michigan
– -$12.6K -500 Closed
SPIA
405
Steward Partners Investment Advisory
New York
– -$12K -486 Closed
NC
406
NewSquare Capital
Pennsylvania
– -$11K -440 Closed
CPIG
407
Chicago Partners Investment Group
Illinois
– -$7K -272 Closed
LFG
408
LifePlan Financial Group
Ohio
– -$7K -272 Closed
FMII
409
Farmers & Merchants Investments Inc
Nebraska
– -$1K -50 Closed
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