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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.

New
Increased
Maintained
Reduced
Closed
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 %
AG
76
Advisor Group
Arizona
$5.75M +$2.07M +79,938 +56%
BIA
77
Bigelow Investment Advisors
Maine
$5.33M +$273K +10,508 +5%
WAM
78
Wakefield Asset Management
Colorado
$5.17M +$155K +5,984 +3%
CWM
79
Chesapeake Wealth Management
Virginia
$4.98M -$250K -9,652 -5%
PRS
80
Pinkerton Retirement Specialists
Idaho
$4.9M +$4.9M +188,888 New
GAM
81
Gemmer Asset Management
California
$4.89M +$408K +15,710 +9%
PS
82
Portfolio Solutions
Michigan
$4.83M -$715K -27,550 -13%
EWM
83
Empirical Wealth Management
Washington
$4.82M -$133K -5,114 -3%
RC
84
Roundview Capital
New Jersey
$4.76M +$1.79M +69,058 +60%
ACG
85
Allen Capital Group
Nebraska
$4.71M +$182K +7,026 +4%
CWM
86
CCG Wealth Management
California
$4.54M +$16.4K +632 +0.4%
FI
87
FormulaFolio Investments
Michigan
$4.53M +$349K +13,448 +8%
HCM
88
Horan Capital Management
Maryland
$4.47M -$58.7K -2,264 -1%
FMT
89
First Mercantile Trust
Tennessee
$4.44M -$1.72M -66,452 -28%
BCWM
90
Bartlett & Co Wealth Management
Ohio
$4.4M -$407K -15,698 -8%
BC
91
Bartlett & Co
Ohio
$4.4M -$407K -15,698 -8%
RWM
92
RKL Wealth Management
Pennsylvania
$4.4M +$544K +20,942 +14%
MA
93
MCF Advisors
Kentucky
$4.32M -$1.01M -38,932 -19%
AF
94
Advisornet Financial
Minnesota
$4.26M -$174K -6,700 -4%
WA
95
Waverly Advisors
Alabama
$4.15M +$2.23K +86 +0.1%
FMP
96
Financial Management Professionals
Texas
$3.99M +$249K +9,610 +7%
CW
97
CreativeOne Wealth
Kansas
$3.98M -$49M -1,887,374 -92%
LF
98
Lee Financial
Texas
$3.97M -$63K -2,428 -2%
SFS
99
Summit Financial Strategies
Ohio
$3.97M +$8.82K +340 +0.2%
GLLW
100
Graves Light Lenhart Wealth
Virginia
$3.94M +$2.98M +115,054 +314%
2 3
4
5 6