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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 %
OIWM
101
OptiFour Integrated Wealth Management
Virginia
$3.03M +$46.6K +1,828 +2%
CWS
102
Cypress Wealth Services
California
$2.99M +$62.6K +2,454 +2%
OA
103
Opes Advisors
California
$2.98M +$309K +12,098 +12%
FG
104
Fiduciary Group
Georgia
$2.82M +$136K +5,340 +5%
DBRC
105
D.B. Root & Company
Pennsylvania
$2.74M +$504K +19,752 +23%
CFMC
106
Curbstone Financial Management Corp
New Hampshire
$2.74M +$1.18M +46,400 +76%
RWM
107
RKL Wealth Management
Pennsylvania
$2.73M +$1.18M +46,254 +76%
PS
108
Portfolio Solutions
Michigan
$2.73M +$1.11M +43,538 +69%
Wells Fargo
109
Wells Fargo
California
$2.71M +$89.4K +3,504 +3%
JWM
110
Janiczek Wealth Management
Colorado
$2.7M +$1.37M +53,728 +103%
SWM
111
SVA Wealth Management
Wisconsin
$2.67M -$1.29M -49,380 -33%
BCM
112
Boltwood Capital Management
California
$2.63M +$759K +29,744 +40%
MA
113
Mutual Advisors
Nebraska
$2.63M +$176K +6,914 +7%
SDWMA
114
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.57M +$788K +30,874 +44%
Allianz Asset Management
115
Allianz Asset Management
Germany
$2.57M +$289K +11,340 +13%
RC
116
Roundview Capital
New Jersey
$2.55M +$52.8K +2,068 +2%
VAS
117
Valicenti Advisory Services
New York
$2.51M +$418K +16,384 +20%
FC
118
FCA Corp
Texas
$2.49M -$61.6K -2,414 -2%
HGWM
119
Harvest Group Wealth Management
Massachusetts
$2.47M +$201K +7,884 +9%
PMG
120
ProVise Management Group
Florida
$2.41M -$339K -13,298 -12%
ACM
121
AlphaStar Capital Management
North Carolina
$2.39M +$59.2K +2,320 +3%
AIM
122
AMI Investment Management
Indiana
$2.32M -$234K -9,182 -9%
Bank of America
123
Bank of America
North Carolina
$2.31M -$24.4M -957,356 -91%
KWM
124
Kingsview Wealth Management
Oregon
$2.27M +$34.9K +1,370 +2%
LFA
125
Landmark Financial Advisors
Kentucky
$2.11M +$288K +11,280 +16%
3 4
5
6 7