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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 %
AF
76
Advisornet Financial
Minnesota
$4.79M -$118K -4,682 -2%
SP
77
SWS Partners
Ohio
$4.66M -$501K -19,950 -10%
CCA
78
Cobblestone Capital Advisors
New York
$4.56M +$144K +5,716 +3%
SBL
79
Sargent Bickham Lagudis
Colorado
$4.55M -$165K -6,586 -4%
WA
80
Waverly Advisors
Alabama
$4.36M +$49.7K +1,980 +1%
WAM
81
Wakefield Asset Management
Colorado
$4.23M +$4.23M +168,366 New
RWM
82
RKL Wealth Management
Pennsylvania
$4.07M +$383K +15,222 +10%
GAM
83
Gemmer Asset Management
California
$4.07M +$26.4K +1,050 +0.7%
AL
84
Aspiriant LLC
California
$4.05M -$1.05M -41,822 -21%
FI
85
FormulaFolio Investments
Michigan
$4.05M +$82.1K +3,266 +2%
HCM
86
Horan Capital Management
Maryland
$3.95M +$331K +13,162 +9%
AA
87
Advisory Alpha
Michigan
$3.81M +$283K +11,358 +8%
LF
88
Lee Financial
Texas
$3.69M +$18.7K +744 +0.5%
OCM
89
One Capital Management
California
$3.64M +$222K +8,826 +6%
SWM
90
SigFig Wealth Management
California
$3.61M -$88K -3,504 -2%
UBS Group
91
UBS Group
Switzerland
$3.6M +$80.4K +3,202 +2%
SFS
92
Summit Financial Strategies
Ohio
$3.55M -$45.7K -1,820 -1%
AWA
93
Alaska Wealth Advisors
Alaska
$3.53M +$190K +7,566 +6%
OA
94
Opes Advisors
California
$3.42M +$189K +7,522 +6%
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.41M +$105K +4,186 +3%
PTCG
96
Pring Turner Capital Group
California
$3.39M -$34.7K -1,380 -1%
EWA
97
EP Wealth Advisors
California
$3.32M +$2.63M +104,512 +380%
IA
98
IFP Advisors
Florida
$3.32M +$33K +1,314 +1%
BCI
99
Brinker Capital Investments
Pennsylvania
$3.14M -$52.3K -2,082 -2%
PFM
100
Peak Financial Management
Massachusetts
$3.12M +$310K +12,332 +11%
2 3
4
5 6