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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 %
PP
401
PrairieView Partners
Minnesota
– -$1.47M -57,928 Closed
IA
402
IFP Advisors
Florida
– -$1.43M -56,830 Closed
LCM
403
Leisure Capital Management
California
– -$971K -38,392 Closed
FWM
404
Focused Wealth Management
New York
– -$764K -30,204 Closed
FPCG
405
Fort Pitt Capital Group
Pennsylvania
– -$386K -15,278 Closed
RJA
406
Raymond James & Associates
Florida
– -$264K -10,438 Closed
FFA
407
First Foundation Advisors
California
– -$245K -9,670 Closed
VAM
408
Verity Asset Management
North Carolina
– -$240K -9,476 Closed
BC
409
Brinker Capital
Pennsylvania
– -$215K -8,490 Closed
Millennium Management
410
Millennium Management
New York
– -$212K -8,388 Closed
CCA
411
Catalyst Capital Advisors
New York
– -$81K -3,200 Closed
PG
412
Patten Group
Tennessee
– -$70K -2,748 Closed
TWA
413
TCI Wealth Advisors
Arizona
– -$68K -2,684 Closed
PB
414
Pinnacle Bancorp
Nebraska
– -$38K -1,518 Closed
PNC Financial Services Group
415
PNC Financial Services Group
Pennsylvania
– -$33K -1,262 Closed
RCG
416
Ruggie Capital Group
Florida
– -$5K -202 Closed
BWM
417
Baystate Wealth Management
Massachusetts
– -$4K -150 Closed
HR
418
Howe & Rusling
New York
– -$3K -114 Closed
FCMT
419
Founders Capital Management (Texas)
Texas
– -$1K -40 Closed
DWM
420
Doyle Wealth Management
Florida
– -$1K -24 Closed
13 14 15 16
17