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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 %
ACG
101
Allen Capital Group
Nebraska
$3.04M -$435K -17,322 -13%
BA
102
Bristlecone Advisors
Washington
$2.97M -$6.63M -264,010 -69%
CWM
103
Confluence Wealth Management
Oregon
$2.95M -$1.75M -69,730 -37%
BCM
104
Boltwood Capital Management
California
$2.95M +$391K +15,578 +15%
OIWM
105
OptiFour Integrated Wealth Management
Virginia
$2.84M -$63.1K -2,512 -2%
JWM
106
Janiczek Wealth Management
Colorado
$2.8M +$94.4K +3,758 +3%
AIM
107
AMI Investment Management
Indiana
$2.69M -$657K -26,144 -20%
PMG
108
ProVise Management Group
Florida
$2.56M +$127K +5,050 +5%
RC
109
Roundview Capital
New Jersey
$2.55M +$56.7K +2,256 +2%
FC
110
FCA Corp
Texas
$2.54M +$8.65K +344 +0.3%
MA
111
Mutual Advisors
Nebraska
$2.53M -$110K -4,382 -4%
SFS
112
Strategic Financial Services
New York
$2.53M +$62.3K +2,480 +3%
HI
113
Hudock Inc
Pennsylvania
$2.52M +$2.51M +100,122 +40,049%
Morgan Stanley
114
Morgan Stanley
New York
$2.46M -$3.1M -123,422 -56%
CFMC
115
Curbstone Financial Management Corp
New Hampshire
$2.46M +$196K +7,800 +9%
SWM
116
SeaCrest Wealth Management
New York
$2.39M +$35.3K +1,404 +2%
KWM
117
Kingsview Wealth Management
Oregon
$2.35M +$80.9K +3,222 +4%
SFG
118
SNS Financial Group
Minnesota
$2.34M +$36.8K +1,464 +2%
VIA
119
Vantage Investment Advisors
Pennsylvania
$2.3M -$279K -11,114 -11%
CWS
120
Cypress Wealth Services
California
$2.25M -$612K -24,338 -21%
DIS
121
Diversified Investment Strategies
Louisiana
$2.24M -$949K -37,756 -30%
DW
122
Domani Wealth
Pennsylvania
$2.2M -$924K -36,778 -30%
LPL Financial
123
LPL Financial
California
$2.17M +$1.11M +44,016 +104%
LFA
124
Landmark Financial Advisors
Kentucky
$2.14M -$43.8K -1,744 -2%
GCA
125
Gradient Capital Advisors
California
$2.03M -$115K -4,570 -5%
3 4
5
6 7