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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 %
SWM
76
SigFig Wealth Management
California
$4.92M +$3.5M +137,374 +247%
EWM
77
Empirical Wealth Management
Washington
$4.91M +$360K +14,114 +8%
Envestnet Asset Management
78
Envestnet Asset Management
Illinois
$4.84M -$10.3M -408,832 -68%
DIS
79
Diversified Investment Strategies
Louisiana
$4.57M +$1.14M +44,808 +33%
SBL
80
Sargent Bickham Lagudis
Colorado
$4.55M -$4.3M -168,640 -49%
WA
81
Waverly Advisors
Alabama
$4.41M -$26.7K -1,048 -0.6%
LF
82
Lee Financial
Texas
$4.2M +$599K +23,496 +17%
Jane Street
83
Jane Street
New York
$4.12M -$25.1M -982,352 -86%
AF
84
Advisornet Financial
Minnesota
$4M +$1.7M +66,746 +74%
CC
85
Callan Capital
California
$3.76M -$246K -9,658 -6%
PTCG
86
Pring Turner Capital Group
California
$3.51M +$6.89K +270 +0.2%
DW
87
Domani Wealth
Pennsylvania
$3.47M -$732K -28,680 -17%
GAM
88
Gemmer Asset Management
California
$3.46M +$534K +20,936 +18%
UBS Group
89
UBS Group
Switzerland
$3.46M +$740K +29,016 +27%
SWM
90
SeaCrest Wealth Management
New York
$3.45M -$466K -18,254 -12%
SFS
91
Summit Financial Strategies
Ohio
$3.41M +$257K +10,060 +8%
CCA
92
Cobblestone Capital Advisors
New York
$3.4M -$4.27M -167,496 -56%
AWA
93
Alaska Wealth Advisors
Alaska
$3.36M +$137K +5,372 +4%
ACG
94
Allen Capital Group
Nebraska
$3.3M +$421K +16,498 +15%
IA
95
IFP Advisors
Florida
$3.29M – – –
HFP
96
Holistic Financial Partners
Indiana
$3.21M +$940K +36,828 +41%
Manulife (Manufacturers Life Insurance)
97
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.21M -$1.07M -41,848 -25%
AA
98
Advisory Alpha
Michigan
$3.19M +$670K +26,640 +27%
OCM
99
One Capital Management
California
$3.19M +$287K +11,258 +10%
BCI
100
Brinker Capital Investments
Pennsylvania
$3.15M +$163K +6,378 +5%
2 3
4
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