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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.

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 %
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$9.41M +$3.65M +140,696 +63%
LPL Financial
52
LPL Financial
California
$9.2M +$578K +22,274 +7%
HFP
53
Holistic Financial Partners
Indiana
$8.99M +$778K +29,990 +9%
NDSI
54
Newman Dignan & Sheerar Inc
Rhode Island
$8.94M +$8.06M +310,682 +915%
CMP
55
Courage Miller Partners
Virginia
$8.65M +$44.7K +1,724 +0.5%
UWM
56
USAdvisors Wealth Management
Minnesota
$8.63M +$3.2M +123,368 +59%
BlackRock
57
BlackRock
New York
$8.59M -$1.32M -50,986 -13%
EK
58
Evensky & Katz
Florida
$8.24M +$8.24M +317,562 New
LTFS
59
Ladenburg Thalmann Financial Services
Florida
$8.11M +$1.86M +71,716 +30%
BWP
60
BSW Wealth Partners
Colorado
$8.09M -$1.68M -64,678 -17%
DBRC
61
D.B. Root & Company
Pennsylvania
$8.03M +$1.02M +39,286 +15%
FWP
62
FAS Wealth Partners
Kansas
$7.65M -$1.09M -42,036 -12%
JFG
63
JMG Financial Group
Illinois
$7.63M -$482K -18,596 -6%
BC
64
Burleson & Co
California
$7.56M -$2.26M -87,804 -23%
PAG
65
Pinnacle Advisory Group
Maryland
$7.55M -$8.87M -341,968 -54%
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$7.34M +$7.33M +282,716 +487,441%
OFG
67
Omega Financial Group
California
$7.2M +$811K +31,258 +13%
AWS
68
AJ Wealth Strategies
New York
$7.1M +$1.25M +48,004 +21%
ECM
69
Exchange Capital Management
Michigan
$6.8M -$702K -27,078 -9%
SBA
70
Secrest Blakey & Associates
North Carolina
$6.57M -$1.18M -45,472 -15%
Goldman Sachs
71
Goldman Sachs
New York
$6.19M +$1.77M +68,174 +40%
HS
72
Horan Securities
United States
$6.16M -$164K -6,326 -3%
BWM
73
BerganKDV Wealth Management
Minnesota
$6.05M +$553K +21,316 +10%
VWA
74
VERITY Wealth Advisors
United States
$5.79M +$2.54M +97,988 +78%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$5.77M +$275K +10,608 +5%
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