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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 %
ECM
51
Exchange Capital Management
Michigan
$8.22M +$383K +15,030 +5%
BSB
52
Bangor Savings Bank
Maine
$8.05M +$1.04M +40,602 +15%
BIA
53
Bigelow Investment Advisors
Maine
$7.78M +$92.7K +3,634 +1%
LA
54
LVW Advisors
New York
$7.51M -$25.2K -988 -0.3%
Morgan Stanley
55
Morgan Stanley
New York
$7.23M +$335K +13,146 +5%
CMP
56
Courage Miller Partners
Virginia
$7.19M +$424K +16,618 +6%
FI
57
FormulaFolio Investments
Michigan
$6.98M +$3.78M +148,084 +118%
WP
58
WealthSource Partners
California
$6.8M +$1.79M +70,322 +36%
WAM
59
Watermark Asset Management
California
$6.74M +$619K +24,262 +10%
SP
60
SWS Partners
Ohio
$6.53M -$7.49K -294 -0.1%
Citadel Advisors
61
Citadel Advisors
Florida
$6.48M +$6.48M +254,182 New
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$6.34M -$451K -17,686 -7%
HA
63
Harborview Advisors
Maine
$6.01M +$217K +8,488 +4%
KFA
64
Kelleher Financial Advisors
New York
$6M +$6M +612 New
BWM
65
BerganKDV Wealth Management
Minnesota
$5.88M +$712K +27,902 +14%
BCWM
66
Bartlett & Co Wealth Management
Ohio
$5.84M +$5.84M +229,050 New
BC
67
Bartlett & Co
Ohio
$5.84M -$127K -4,962 -2%
SBA
68
Secrest Blakey & Associates
North Carolina
$5.7M -$29.2K -1,144 -0.5%
MA
69
MCF Advisors
Kentucky
$5.68M -$370K -14,514 -6%
HS
70
Horan Securities
United States
$5.63M +$437K +17,196 +8%
CWM
71
Confluence Wealth Management
Oregon
$5.58M -$452K -17,720 -7%
AL
72
Aspiriant LLC
California
$5.43M +$4.34M +170,308 +399%
CWM
73
Chesapeake Wealth Management
Virginia
$5.37M +$5.37M +210,598 New
OAJ
74
Ogorek Anthony Joseph
New York
$5.3M -$8.51M -333,592 -62%
LTFS
75
Ladenburg Thalmann Financial Services
Florida
$5.01M +$158K +6,194 +3%
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