SCHZ icon

Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

330 hedge funds and large institutions have $2.01B invested in Schwab US Aggregate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 146 increasing their positions, 112 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+15
Holders Change %
+4.76%
% of All Funds
7.57%
Holding in Top 10
47
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-11.32%
% of All Funds
1.08%
New
39
Increased
146
Reduced
112
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$235M
2
TCM
2
Towercrest Capital Management
Pennsylvania
$18.4M
3
OIA
3
OneDigital Investment Advisors
Kansas
$32.7M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$16.6M
5
SFPM
5
Sensible Financial Planning & Management
Massachusetts
$69.7M

Top Sellers

1
DWM
1
Destination Wealth Management
California
$5.23M
2
LPL Financial
2
LPL Financial
California
$1.07M
3
LA
3
LVW Advisors
New York
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
BWP
5
BSW Wealth Partners
Colorado
$9.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAAS
26
First Allied Advisory Services
California
$16.8M -$340K -13,408 -2%
RPGK
27
Retirement Planning Group (Kansas)
Kansas
$16.8M +$829K +32,746 +5%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$16.6M +$11.7M +463,370 +241%
Creative Planning
29
Creative Planning
Kansas
$15.4M +$1.83M +72,112 +13%
CM
30
Columbus Macro
Pennsylvania
$15.3M -$296K -11,686 -2%
CCWA
31
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$14.7M -$503K -19,864 -3%
MAG
32
Mokosak Advisory Group
Iowa
$13.7M +$367K +14,484 +3%
SAM
33
Summit Asset Management
Tennessee
$13.4M -$270K -10,676 -2%
AA
34
Alesco Advisors
New York
$13M +$136K +5,352 +1%
PA
35
Planning Alternatives
Michigan
$12.6M +$283K +11,176 +2%
FANJ
36
Financial Architects (New Jersey)
New Jersey
$11.1M -$408K -16,108 -4%
BC
37
Burleson & Co
California
$11.1M +$1.27M +50,150 +13%
BlackRock
38
BlackRock
New York
$10.8M -$896K -35,392 -8%
BA
39
Bristlecone Advisors
Washington
$9.67M -$142K -5,606 -1%
FF
40
Friedenthal Financial
New Jersey
$9.52M +$115K +4,558 +1%
LIM
41
Leavell Investment Management
Alabama
$9.47M +$294K +11,606 +3%
WAM
42
Wealthspire Advisors (Maryland)
Maryland
$9.39M +$368K +14,534 +4%
BWP
43
BSW Wealth Partners
Colorado
$9.38M -$5.68M -224,366 -38%
SFA
44
Sequoia Financial Advisors
Ohio
$9.15M +$383K +15,120 +4%
RW
45
Rand Wealth
Maryland
$9.07M +$101K +4,004 +1%
TAT
46
TD Ameritrade Trust
Colorado
$9M -$131K -5,160 -1%
BSB
47
Bangor Savings Bank
Maine
$8.85M +$856K +33,814 +11%
FMT
48
First Mercantile Trust
Tennessee
$8.42M +$168K +6,630 +2%
FWP
49
FAS Wealth Partners
Kansas
$8.33M +$157K +6,184 +2%
ECM
50
Exchange Capital Management
Michigan
$8.12M -$42.6K -1,682 -0.5%
1
2
3 4 5