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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 %
AWA
101
Alaska Wealth Advisors
Alaska
$3.83M +$254K +9,808 +7%
UBS Group
102
UBS Group
Switzerland
$3.73M +$297K +11,458 +9%
PMG
103
ProVise Management Group
Florida
$3.66M +$930K +35,854 +34%
CCA
104
Clearwater Capital Advisors
Illinois
$3.57M +$1.94M +74,720 +119%
CM
105
Columbus Macro
Pennsylvania
$3.51M -$985K -37,954 -22%
SWM
106
SigFig Wealth Management
California
$3.45M -$120K -4,626 -3%
PFG
107
Piershale Financial Group
Illinois
$3.4M +$3.4M +131,000 New
JWM
108
Janiczek Wealth Management
Colorado
$3.29M -$40.6K -1,566 -1%
PFM
109
Peak Financial Management
Massachusetts
$3.27M -$104K -4,000 -3%
SBL
110
Sargent Bickham Lagudis
Colorado
$3.24M +$79.1K +3,048 +2%
NI
111
NYL Investors
New York
$3.17M +$114K +4,400 +4%
VDFA
112
Vickerman & Driscoll Financial Advisors
Washington
$2.94M +$2.94M +113,370 New
SFS
113
Sowell Financial Services
Arkansas
$2.91M -$160K -6,164 -5%
OIWM
114
OptiFour Integrated Wealth Management
Virginia
$2.88M -$48.7K -1,878 -2%
Citadel Advisors
115
Citadel Advisors
Florida
$2.79M +$1.6M +61,724 +135%
MA
116
Mutual Advisors
Nebraska
$2.75M +$103K +3,976 +4%
AL
117
Aspiriant LLC
California
$2.71M -$444K -17,100 -14%
SFS
118
Strategic Financial Services
New York
$2.71M +$122K +4,698 +5%
BCI
119
Brinker Capital Investments
Pennsylvania
$2.68M -$172K -6,644 -6%
VAS
120
Valicenti Advisory Services
New York
$2.66M +$270K +10,410 +11%
BIA
121
BHK Investment Advisors
Alabama
$2.63M +$2.63M +101,472 New
HWMG
122
Hurlow Wealth Management Group
Indiana
$2.63M +$26.3K +1,018 +1%
VDI
123
Vaughan David Investments
Illinois
$2.59M +$318K +12,266 +14%
MWM
124
MorganRosel Wealth Management
Colorado
$2.55M +$2.18M +83,874 +587%
SFG
125
SNS Financial Group
Minnesota
$2.49M -$19.6K -756 -0.8%
3 4
5
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