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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 %
KBFS
26
Kohmann Bosshard Financial Services
Ohio
$16.1M -$4.61M -182,110 -22%
PAG
27
Pinnacle Advisory Group
Maryland
$16M +$9.49M +375,162 +146%
BWA
28
BlueSky Wealth Advisors
North Carolina
$16M -$2.46M -97,182 -13%
HighTower Advisors
29
HighTower Advisors
Illinois
$16M -$9.92M -391,964 -38%
CCA
30
Cobblestone Capital Advisors
New York
$15.9M +$11.3M +446,790 +246%
OA
31
Opes Advisors
California
$14.3M +$10.8M +427,310 +314%
HGWM
32
Harvest Group Wealth Management
Massachusetts
$13.8M -$26.3K -1,038 -0.2%
PA
33
Planning Alternatives
Michigan
$13.7M +$1.01M +39,816 +8%
AIP
34
Almanack Investment Partners
Pennsylvania
$13.6M -$3.88M -153,220 -22%
RPGK
35
Retirement Planning Group (Kansas)
Kansas
$13.1M -$4.45M -175,806 -25%
AWM
36
Apollon Wealth Management
South Carolina
$12.8M +$12.8M +498,458 New
BSB
37
Bangor Savings Bank
Maine
$12.6M +$2.57M +101,682 +26%
Morgan Stanley
38
Morgan Stanley
New York
$12.6M +$10.1M +400,622 +409%
WAM
39
Wealthspire Advisors (Maryland)
Maryland
$12.6M +$2.89M +114,266 +30%
TF
40
TimeScale Financial
Massachusetts
$11.5M +$11.5M +455,996 New
KFA
41
Kays Financial Advisory
Georgia
$11.2M +$10.7M +424,632 +2,200%
SFA
42
Sequoia Financial Advisors
Ohio
$11.2M +$1.52M +60,014 +16%
FF
43
Friedenthal Financial
New Jersey
$11M +$892K +35,262 +9%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$10.9M -$4.21M -166,384 -28%
AA
45
Alesco Advisors
New York
$10.7M -$2.19M -86,484 -17%
MAG
46
Mokosak Advisory Group
Iowa
$10.6M -$3.36M -132,884 -24%
PEA
47
Pacific Edge Advisors
California
$10.5M +$10.1M +397,620 +2,306%
BC
48
Burleson & Co
California
$9.72M +$113K +4,450 +1%
BlackRock
49
BlackRock
New York
$9.66M -$2.19M -86,450 -18%
BWP
50
BSW Wealth Partners
Colorado
$9.53M +$8.24M +325,802 +641%
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