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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
1
Charles Schwab
California
$342M
2
AA
2
Apriem Advisors
California
$38.6M
3
APP
3
Avantax Planning Partners
Iowa
$145M
4
Bank of America
4
Bank of America
North Carolina
$37.4M
5
BIA
5
Barry Investment Advisors
Massachusetts
$25.2M

Top Sellers

1
DWM
1
Destination Wealth Management
California
$14.8M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$74.1M
3
CW
3
CreativeOne Wealth
Kansas
$3.98M
4
FWM
4
Frontier Wealth Management
Missouri
$833K
5
HGWM
5
Harvest Group Wealth Management
Massachusetts
$157K
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
26
Sequoia Financial Advisors
Ohio
$18M +$6.58M +253,516 +57%
HighTower Advisors
27
HighTower Advisors
Illinois
$17.3M +$911K +35,150 +6%
KBFS
28
Kohmann Bosshard Financial Services
Ohio
$16.9M +$389K +14,996 +2%
CCWA
29
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$16.7M -$7.42M -285,910 -31%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$16.3M +$5.13M +197,886 +46%
TIM
31
Total Investment Management
Arizona
$15.7M -$1.86M -71,776 -11%
BSB
32
Bangor Savings Bank
Maine
$15.1M +$2.17M +83,596 +17%
DWM
33
Destination Wealth Management
California
$14.8M -$117M -4,517,746 -89%
PA
34
Planning Alternatives
Michigan
$14.6M +$539K +20,770 +4%
RPGK
35
Retirement Planning Group (Kansas)
Kansas
$14.2M +$736K +28,376 +5%
WAM
36
Wealthspire Advisors (Maryland)
Maryland
$14M +$1.06M +40,876 +8%
Morgan Stanley
37
Morgan Stanley
New York
$13.6M +$680K +26,228 +5%
JIP
38
JBJ Investment Partners
South Carolina
$13.1M +$13.1M +505,498 New
OWM
39
Opes Wealth Management
California
$12.9M +$12.9M +496,344 New
AWM
40
Apollon Wealth Management
South Carolina
$12.8M -$161K -6,208 -1%
PEA
41
Pacific Edge Advisors
California
$12M +$1.25M +48,140 +12%
CCA
42
Cobblestone Capital Advisors
New York
$11.9M -$4.39M -169,154 -27%
AA
43
Alesco Advisors
New York
$11.7M +$743K +28,648 +7%
LIM
44
Leavell Investment Management
Alabama
$11.3M +$2.36M +90,900 +27%
FF
45
Friedenthal Financial
New Jersey
$10.7M -$537K -20,688 -5%
TAT
46
TD Ameritrade Trust
Colorado
$10.7M +$1.86M +71,600 +21%
MAG
47
Mokosak Advisory Group
Iowa
$10.6M -$253K -9,742 -2%
SWM
48
SVA Wealth Management
Wisconsin
$10.3M +$860K +33,150 +9%
PIMG
49
Patriot Investment Management Group
Tennessee
$9.89M +$9.89M +381,236 New
FANJ
50
Financial Architects (New Jersey)
New Jersey
$9.86M +$701K +27,040 +8%
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