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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 %
SWM
51
SVA Wealth Management
Wisconsin
$9.25M +$3M +118,724 +48%
OMC
52
Old Mission Capital
Illinois
$9.17M +$8.75M +345,890 +2,105%
BL
53
BCWM LLC
Kansas
$8.96M +$8.96M +35,418 New
FANJ
54
Financial Architects (New Jersey)
New Jersey
$8.93M -$2.05M -80,938 -19%
LIM
55
Leavell Investment Management
Alabama
$8.67M -$1.37M -54,230 -14%
TAT
56
TD Ameritrade Trust
Colorado
$8.62M -$352K -13,898 -4%
FWP
57
FAS Wealth Partners
Kansas
$8.53M -$143K -5,648 -2%
LPL Financial
58
LPL Financial
California
$8.41M +$6.22M +245,966 +285%
CMP
59
Courage Miller Partners
Virginia
$8.39M +$355K +14,048 +4%
Jane Street
60
Jane Street
New York
$8.08M +$8.08M +319,310 New
HFP
61
Holistic Financial Partners
Indiana
$8.01M +$1.68M +66,248 +26%
JFG
62
JMG Financial Group
Illinois
$7.91M +$6.7M +264,978 +557%
CWM
63
Centric Wealth Management
Illinois
$7.58M +$7.58M +299,484 New
SBA
64
Secrest Blakey & Associates
North Carolina
$7.56M +$774K +30,612 +11%
ECM
65
Exchange Capital Management
Michigan
$7.31M -$508K -20,090 -6%
WAM
66
Watermark Asset Management
California
$6.94M -$302K -11,920 -4%
DBRC
67
D.B. Root & Company
Pennsylvania
$6.83M +$1.59M +63,024 +30%
OFG
68
Omega Financial Group
California
$6.23M +$6.23M +246,100 New
HS
69
Horan Securities
United States
$6.18M +$185K +7,308 +3%
LTFS
70
Ladenburg Thalmann Financial Services
Florida
$6.11M +$791K +31,252 +15%
FMT
71
First Mercantile Trust
Tennessee
$6.01M -$1.73M -68,400 -22%
HFA
72
Huber Financial Advisors
Illinois
$5.85M +$3.95M +156,166 +208%
WP
73
WealthSource Partners
California
$5.82M -$385K -15,232 -6%
AWS
74
AJ Wealth Strategies
New York
$5.71M +$4.22M +166,968 +284%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$5.61M +$3.81M +150,510 +211%
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