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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

315 hedge funds and large institutions have $1.96B invested in Schwab US Aggregate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 172 increasing their positions, 75 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
-6
Holders Change %
-1.87%
% of All Funds
7.23%
Holding in Top 10
53
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+23.26%
% of All Funds
1.22%
New
35
Increased
172
Reduced
75
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFRM
Milliman Financial Risk Management
Illinois
+$178M
2
Charles Schwab
Charles Schwab
California
+$48.3M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$20.5M
4
UCFA
United Capital Financial Advisors
Texas
+$17.1M
5
FAAS
First Allied Advisory Services
California
+$17.1M

Top Sellers

1
Jane Street
Jane Street
New York
-$25.1M
2
Bank of America
Bank of America
North Carolina
-$24.4M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$22.3M
4
AWS
AJ Wealth Strategies
New York
-$14M
5
OMC
Old Mission Capital
Illinois
-$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHA
26
Cooper/Haims Advisors
New York
$17M +$2.19M +86,044 +15%
RPGK
27
Retirement Planning Group (Kansas)
Kansas
$16.1M -$397K -15,558 -2%
CM
28
Columbus Macro
Pennsylvania
$15.7M +$15.7M +614,234 New
CCWA
29
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$15.3M +$1.5M +58,660 +11%
BWP
30
BSW Wealth Partners
Colorado
$15.2M +$377K +14,792 +3%
SAM
31
Summit Asset Management
Tennessee
$13.8M +$841K +32,978 +7%
Creative Planning
32
Creative Planning
Kansas
$13.7M +$3.22M +126,164 +31%
MAG
33
Mokosak Advisory Group
Iowa
$13.4M +$146K +5,738 +1%
AA
34
Alesco Advisors
New York
$13M +$947K +37,122 +8%
PA
35
Planning Alternatives
Michigan
$12.5M +$1.34M +52,610 +12%
KLI
36
Kelman-Lazarov Inc
Tennessee
$12M +$2.51M +98,500 +27%
BlackRock
37
BlackRock
New York
$11.8M +$3.41M +133,682 +41%
FANJ
38
Financial Architects (New Jersey)
New Jersey
$11.6M +$182K +7,128 +2%
LPL Financial
39
LPL Financial
California
$11.2M +$560K +21,940 +5%
BA
40
Bristlecone Advisors
Washington
$9.89M +$9.89M +387,642 New
BC
41
Burleson & Co
California
$9.89M +$35.7K +1,398 +0.4%
FF
42
Friedenthal Financial
New Jersey
$9.48M +$731K +28,668 +8%
LIM
43
Leavell Investment Management
Alabama
$9.24M +$1.03M +40,416 +13%
TAT
44
TD Ameritrade Trust
Colorado
$9.2M -$2.43M -95,348 -21%
WAM
45
Wealthspire Advisors (Maryland)
Maryland
$9.09M +$1.12M +43,988 +14%
RW
46
Rand Wealth
Maryland
$9.03M -$398K -15,582 -4%
NDSI
47
Newman Dignan & Sheerar Inc
Rhode Island
$8.9M +$8.6M +338,588 +2,871%
SFA
48
Sequoia Financial Advisors
Ohio
$8.84M +$2.52M +98,598 +40%
FMT
49
First Mercantile Trust
Tennessee
$8.31M -$23.7K -930 -0.3%
FWP
50
FAS Wealth Partners
Kansas
$8.23M +$734K +28,778 +10%
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