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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 %
CMP
51
Courage Miller Partners
Virginia
$7.98M +$639K +25,442 +9%
UWM
52
USAdvisors Wealth Management
Minnesota
$7.95M +$7.95M +316,430 New
ECM
53
Exchange Capital Management
Michigan
$7.77M -$286K -11,364 -4%
FMT
54
First Mercantile Trust
Tennessee
$7.69M -$660K -26,256 -8%
WAM
55
Watermark Asset Management
California
$7.19M +$375K +14,934 +6%
DWM
56
Destination Wealth Management
California
$7.05M +$1.85M +73,828 +36%
Bank of America
57
Bank of America
North Carolina
$6.89M +$1.47M +58,604 +27%
SBA
58
Secrest Blakey & Associates
North Carolina
$6.74M +$631K +25,118 +10%
PAG
59
Pinnacle Advisory Group
Maryland
$6.48M +$6.09M +242,258 +1,560%
HFP
60
Holistic Financial Partners
Indiana
$6.29M +$2.35M +93,518 +60%
SWM
61
SVA Wealth Management
Wisconsin
$6.2M -$1.52M -60,592 -20%
WP
62
WealthSource Partners
California
$6.16M +$69.2K +2,754 +1%
Goldman Sachs
63
Goldman Sachs
New York
$6M +$6M +238,620 New
HS
64
Horan Securities
United States
$5.88M +$239K +9,608 +4%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$5.75M -$378K -15,058 -6%
BWM
66
BerganKDV Wealth Management
Minnesota
$5.62M +$179K +7,118 +3%
MA
67
MCF Advisors
Kentucky
$5.33M -$198K -7,892 -4%
LTFS
68
Ladenburg Thalmann Financial Services
Florida
$5.28M +$341K +13,578 +7%
DBRC
69
D.B. Root & Company
Pennsylvania
$5.2M +$1.58M +62,890 +44%
BIA
70
Bigelow Investment Advisors
Maine
$5.16M -$333K -13,260 -6%
SIM
71
Sterling Investment Management
Arizona
$5.09M +$28.3K +1,126 +0.6%
BCWM
72
Bartlett & Co Wealth Management
Ohio
$5.04M +$70K +2,786 +1%
BC
73
Bartlett & Co
Ohio
$5.04M +$70K +2,786 +1%
EWM
74
Empirical Wealth Management
Washington
$5.01M +$318K +12,640 +7%
CWM
75
Chesapeake Wealth Management
Virginia
$4.85M -$172K -6,842 -3%
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3
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