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 %
KLI
51
Kelman-Lazarov Inc
Tennessee
$8.1M -$3.78M -149,222 -32%
MWM
52
Merriman Wealth Management
Washington
$8.06M +$8.06M +318,150 New
SWM
53
SVA Wealth Management
Wisconsin
$7.78M +$5.2M +205,428 +201%
CMP
54
Courage Miller Partners
Virginia
$7.4M +$257K +10,144 +4%
WAM
55
Watermark Asset Management
California
$6.87M +$172K +6,794 +3%
HA
56
Harborview Advisors
Maine
$6.2M +$236K +9,306 +4%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$6.18M -$110K -4,354 -2%
SBA
58
Secrest Blakey & Associates
North Carolina
$6.16M +$498K +19,672 +9%
WP
59
WealthSource Partners
California
$6.14M -$614K -24,234 -9%
HS
60
Horan Securities
United States
$5.74M +$134K +5,284 +2%
Morgan Stanley
61
Morgan Stanley
New York
$5.6M -$1.57M -62,026 -22%
MA
62
MCF Advisors
Kentucky
$5.57M -$72.3K -2,854 -1%
BIA
63
Bigelow Investment Advisors
Maine
$5.54M -$2.18M -86,234 -28%
BWM
64
BerganKDV Wealth Management
Minnesota
$5.49M -$347K -13,716 -6%
Bank of America
65
Bank of America
North Carolina
$5.46M +$3.16M +124,796 +138%
DWM
66
Destination Wealth Management
California
$5.23M -$22.4M -884,038 -81%
SP
67
SWS Partners
Ohio
$5.2M -$1.29M -50,782 -20%
AL
68
Aspiriant LLC
California
$5.13M -$269K -10,604 -5%
SIM
69
Sterling Investment Management
Arizona
$5.1M +$5.1M +201,548 New
CWM
70
Chesapeake Wealth Management
Virginia
$5.07M -$268K -10,570 -5%
LTFS
71
Ladenburg Thalmann Financial Services
Florida
$5.01M – – –
BC
72
Bartlett & Co
Ohio
$5.01M -$787K -31,076 -14%
BCWM
73
Bartlett & Co Wealth Management
Ohio
$5.01M -$787K -31,076 -14%
AF
74
Advisornet Financial
Minnesota
$4.95M +$982K +38,784 +25%
B
75
Bailard
California
$4.82M +$4.82M +190,444 New
1 2
3
4 5