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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

331 hedge funds and large institutions have $2.1B invested in Schwab US Aggregate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 170 increasing their positions, 95 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
+1
Holders Change %
+0.3%
% of All Funds
7.58%
Holding in Top 10
43
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.51%
% of All Funds
0.98%
New
31
Increased
170
Reduced
95
Closed
27
Calls
–
Puts
$12K
Net Calls
-$12K
Net Calls Change
-$12K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$109M
2
Charles Schwab
2
Charles Schwab
California
$258M
3
AIP
3
Almanack Investment Partners
Pennsylvania
$17.1M
4
HGWM
4
Harvest Group Wealth Management
Massachusetts
$13.7M
5
APP
5
Avantax Planning Partners
Iowa
$130M

Top Sellers

1
MFRM
1
Milliman Financial Risk Management
Illinois
$148M
2
KLI
2
Kelman-Lazarov Inc
Tennessee
$1.15M
3
BA
3
Bristlecone Advisors
Washington
$2.97M
4
HA
4
Harborview Advisors
Maine
$278K
5
UCFA
5
United Capital Financial Advisors
Texas
$28.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RPGK
26
Retirement Planning Group (Kansas)
Kansas
$17.4M +$716K +28,492 +4%
AIP
27
Almanack Investment Partners
Pennsylvania
$17.1M +$16.9M +680,186 +6,307%
Creative Planning
28
Creative Planning
Kansas
$16.9M +$1.56M +62,246 +10%
FAAS
29
First Allied Advisory Services
California
$16.7M +$17K +676 +0.1%
CCWA
30
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$15.8M +$1.29M +51,226 +9%
CM
31
Columbus Macro
Pennsylvania
$15.2M +$42.2K +1,678 +0.3%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$15M -$1.5M -59,656 -9%
MAG
33
Mokosak Advisory Group
Iowa
$13.9M +$319K +12,718 +2%
HGWM
34
Harvest Group Wealth Management
Massachusetts
$13.7M +$10.5M +417,590 +327%
AA
35
Alesco Advisors
New York
$12.8M -$119K -4,724 -0.9%
PA
36
Planning Alternatives
Michigan
$12.6M +$26.8K +1,066 +0.2%
BlackRock
37
BlackRock
New York
$11.8M +$1.06M +42,270 +10%
FANJ
38
Financial Architects (New Jersey)
New Jersey
$10.9M -$101K -4,022 -0.9%
FF
39
Friedenthal Financial
New Jersey
$10M +$587K +23,348 +6%
BSB
40
Bangor Savings Bank
Maine
$10M +$1.23M +48,828 +14%
LIM
41
Leavell Investment Management
Alabama
$9.98M +$583K +23,204 +6%
SAM
42
Summit Asset Management
Tennessee
$9.93M -$3.37M -133,984 -25%
WAM
43
Wealthspire Advisors (Maryland)
Maryland
$9.65M +$328K +13,066 +4%
SFA
44
Sequoia Financial Advisors
Ohio
$9.58M +$500K +19,912 +6%
BC
45
Burleson & Co
California
$9.4M -$1.52M -60,836 -14%
RW
46
Rand Wealth
Maryland
$8.95M -$45.4K -1,808 -0.5%
NDSI
47
Newman Dignan & Sheerar Inc
Rhode Island
$8.92M +$140K +5,612 +2%
TAT
48
TD Ameritrade Trust
Colorado
$8.91M -$22.6K -900 -0.3%
FWP
49
FAS Wealth Partners
Kansas
$8.61M +$348K +13,840 +4%
MWM
50
Merriman Wealth Management
Washington
$8.02M +$30.9K +1,230 +0.4%
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