SCHZ icon

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 %
PS
76
Portfolio Solutions
Michigan
$5.41M +$4.9M +193,842 +966%
BWM
77
BerganKDV Wealth Management
Minnesota
$5.36M -$306K -12,080 -5%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$5.36M -$435K -17,214 -8%
UWM
79
USAdvisors Wealth Management
Minnesota
$5.3M -$2.71M -106,992 -34%
MA
80
MCF Advisors
Kentucky
$5.2M -$163K -6,432 -3%
CWM
81
Chesapeake Wealth Management
Virginia
$5.1M +$213K +8,436 +4%
JWA
82
JFS Wealth Advisors
Pennsylvania
$5.09M +$4.28M +169,142 +530%
Bank of America
83
Bank of America
North Carolina
$5.04M -$1.89M -74,672 -27%
BIA
84
Bigelow Investment Advisors
Maine
$4.94M -$264K -10,448 -5%
WAM
85
Wakefield Asset Management
Colorado
$4.89M +$633K +25,016 +15%
EWM
86
Empirical Wealth Management
Washington
$4.83M -$214K -8,470 -4%
BC
87
Bartlett & Co
Ohio
$4.68M -$394K -15,586 -8%
BCWM
88
Bartlett & Co Wealth Management
Ohio
$4.68M -$394K -15,586 -8%
ACG
89
Allen Capital Group
Nebraska
$4.42M +$1.36M +53,764 +45%
HCM
90
Horan Capital Management
Maryland
$4.42M +$441K +17,438 +11%
CWM
91
CCG Wealth Management
California
$4.41M +$4.41M +174,374 New
CM
92
Columbus Macro
Pennsylvania
$4.39M -$10.9M -430,854 -71%
GAM
93
Gemmer Asset Management
California
$4.38M +$282K +11,156 +7%
BAAM
94
Baker Avenue Asset Management
California
$4.36M +$4.36M +172,498 New
HB
95
Homrich & Berg
Georgia
$4.33M +$3.79M +149,750 +703%
AF
96
Advisornet Financial
Minnesota
$4.32M -$506K -19,998 -10%
Goldman Sachs
97
Goldman Sachs
New York
$4.31M -$1.72M -68,180 -29%
SIM
98
Sterling Investment Management
Arizona
$4.12M -$1.01M -39,972 -20%
NSG
99
Nalls Sherbakoff Group
Tennessee
$4.06M +$4.06M +160,432 New
FI
100
FormulaFolio Investments
Michigan
$4.05M – – –
2 3
4
5 6