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 %
SBL
76
Sargent Bickham Lagudis
Colorado
$4.75M +$237K +9,374 +5%
CWM
77
Confluence Wealth Management
Oregon
$4.74M -$794K -31,372 -14%
EWM
78
Empirical Wealth Management
Washington
$4.73M -$143K -5,646 -3%
CCA
79
Cobblestone Capital Advisors
New York
$4.45M +$1.08M +42,598 +32%
WA
80
Waverly Advisors
Alabama
$4.35M -$27K -1,068 -0.6%
GAM
81
Gemmer Asset Management
California
$4.07M +$632K +24,978 +18%
FI
82
FormulaFolio Investments
Michigan
$3.99M -$2.93M -115,910 -42%
HFP
83
Holistic Financial Partners
Indiana
$3.97M +$783K +30,908 +25%
SWM
84
SigFig Wealth Management
California
$3.72M -$1.16M -45,920 -24%
RWM
85
RKL Wealth Management
Pennsylvania
$3.71M +$999K +39,482 +37%
LF
86
Lee Financial
Texas
$3.7M -$472K -18,634 -11%
DBRC
87
D.B. Root & Company
Pennsylvania
$3.65M +$930K +36,722 +34%
HCM
88
Horan Capital Management
Maryland
$3.65M +$3.65M +144,120 New
CC
89
Callan Capital
California
$3.63M -$96K -3,792 -3%
SFS
90
Summit Financial Strategies
Ohio
$3.63M +$241K +9,502 +7%
AA
91
Advisory Alpha
Michigan
$3.57M +$364K +14,440 +11%
UBS Group
92
UBS Group
Switzerland
$3.55M +$117K +4,620 +3%
ACG
93
Allen Capital Group
Nebraska
$3.5M +$225K +8,884 +7%
PTCG
94
Pring Turner Capital Group
California
$3.45M -$35.4K -1,398 -1%
OCM
95
One Capital Management
California
$3.45M +$281K +11,112 +9%
AIM
96
AMI Investment Management
Indiana
$3.37M +$1.06M +42,052 +46%
AWA
97
Alaska Wealth Advisors
Alaska
$3.37M +$34.9K +1,378 +1%
Manulife (Manufacturers Life Insurance)
98
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.33M +$149K +5,904 +5%
IA
99
IFP Advisors
Florida
$3.31M +$106K +4,194 +3%
OA
100
Opes Advisors
California
$3.26M +$301K +11,870 +10%
2 3
4
5 6