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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 %
HGWM
101
Harvest Group Wealth Management
Massachusetts
$3.24M +$781K +30,848 +32%
BCI
102
Brinker Capital Investments
Pennsylvania
$3.22M +$92.2K +3,640 +3%
DIS
103
Diversified Investment Strategies
Louisiana
$3.21M -$1.33M -52,370 -29%
DW
104
Domani Wealth
Pennsylvania
$3.15M -$291K -11,506 -8%
SDWMA
105
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.94M +$390K +15,414 +15%
OIWM
106
OptiFour Integrated Wealth Management
Virginia
$2.93M -$83.2K -3,286 -3%
CWS
107
Cypress Wealth Services
California
$2.89M -$78.9K -3,116 -3%
Wells Fargo
108
Wells Fargo
California
$2.84M +$146K +5,780 +5%
PFM
109
Peak Financial Management
Massachusetts
$2.83M +$865K +34,160 +44%
JWM
110
Janiczek Wealth Management
Colorado
$2.72M +$39K +1,540 +1%
Renaissance Technologies
111
Renaissance Technologies
New York
$2.72M +$2.72M +107,350 New
MA
112
Mutual Advisors
Nebraska
$2.66M +$47.2K +1,866 +2%
VIA
113
Vantage Investment Advisors
Pennsylvania
$2.6M +$587K +23,168 +29%
BCM
114
Boltwood Capital Management
California
$2.57M -$38.6K -1,526 -1%
FC
115
FCA Corp
Texas
$2.55M +$76.8K +3,034 +3%
VAS
116
Valicenti Advisory Services
New York
$2.52M +$24.2K +954 +1%
RC
117
Roundview Capital
New Jersey
$2.51M -$16.5K -650 -0.7%
SFS
118
Strategic Financial Services
New York
$2.48M +$2.48M +98,076 New
SWM
119
SeaCrest Wealth Management
New York
$2.37M -$1.05M -41,442 -31%
SFG
120
SNS Financial Group
Minnesota
$2.32M +$2.32M +91,762 New
KWM
121
Kingsview Wealth Management
Oregon
$2.29M +$31.6K +1,248 +1%
CFMC
122
Curbstone Financial Management Corp
New Hampshire
$2.28M -$441K -17,400 -16%
LFA
123
Landmark Financial Advisors
Kentucky
$2.2M +$103K +4,064 +5%
GCA
124
Gradient Capital Advisors
California
$2.16M +$109K +4,320 +5%
HFA
125
Huber Financial Advisors
Illinois
$2.02M +$149K +5,888 +8%
3 4
5
6 7