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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 %
WA
101
Waverly Advisors
Alabama
$4.04M -$348K -13,748 -8%
SP
102
SWS Partners
Ohio
$4.03M -$655K -25,900 -14%
LF
103
Lee Financial
Texas
$3.93M +$222K +8,774 +6%
SFS
104
Summit Financial Strategies
Ohio
$3.86M +$286K +11,318 +8%
OCM
105
One Capital Management
California
$3.85M +$189K +7,464 +5%
HWA
106
HHM Wealth Advisors
Tennessee
$3.76M +$3.76M +148,596 New
RWM
107
RKL Wealth Management
Pennsylvania
$3.75M -$342K -13,508 -8%
WI
108
WrapManager Inc
California
$3.68M +$3.68M +145,298 New
FMP
109
Financial Management Professionals
Texas
$3.65M +$3.65M +144,090 New
AG
110
Advisor Group
Arizona
$3.58M +$3.25M +128,572 +992%
AWA
111
Alaska Wealth Advisors
Alaska
$3.49M -$66.8K -2,642 -2%
SWM
112
SigFig Wealth Management
California
$3.48M -$146K -5,780 -4%
PTCG
113
Pring Turner Capital Group
California
$3.39M -$25.5K -1,010 -0.7%
UBS Group
114
UBS Group
Switzerland
$3.35M -$278K -10,994 -8%
PFM
115
Peak Financial Management
Massachusetts
$3.29M +$150K +5,918 +5%
JWM
116
Janiczek Wealth Management
Colorado
$3.24M +$430K +16,996 +15%
VWA
117
VERITY Wealth Advisors
United States
$3.17M +$3.17M +125,220 New
SBL
118
Sargent Bickham Lagudis
Colorado
$3.09M -$1.5M -59,166 -33%
AL
119
Aspiriant LLC
California
$3.08M -$991K -39,082 -24%
WCM
120
Weatherstone Capital Management
Colorado
$3.04M +$3.04M +120,782 New
SFS
121
Sowell Financial Services
Arkansas
$3M +$3M +118,494 New
NI
122
NYL Investors
New York
$2.98M +$2.98M +117,600 New
RC
123
Roundview Capital
New Jersey
$2.89M +$325K +12,854 +13%
OIWM
124
OptiFour Integrated Wealth Management
Virginia
$2.86M +$506 +20 +0%
BCI
125
Brinker Capital Investments
Pennsylvania
$2.78M -$382K -15,114 -12%
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