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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

321 hedge funds and large institutions have $1.7B invested in Schwab US Aggregate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 156 increasing their positions, 62 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
+68
Holders Change %
+26.88%
% of All Funds
7.29%
Holding in Top 10
43
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+30.3%
% of All Funds
0.98%
New
77
Increased
156
Reduced
62
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$166M
2
DWM
2
Destination Wealth Management
California
$30.7M
3
Jane Street
3
Jane Street
New York
$29.8M
4
Mariner
4
Mariner
Kansas
$19.5M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$90.5M

Top Sellers

1
AA
1
Apriem Advisors
California
$7.11M
2
AWMG
2
Alliance Wealth Management Group
New Jersey
$23.1M
3
Ameriprise
3
Ameriprise
Minnesota
$42.8M
4
AL
4
Aspiriant LLC
California
$1.11M
5
Morgan Stanley
5
Morgan Stanley
New York
$7.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCA
126
Gradient Capital Advisors
California
$2M +$2M +76,736 New
BCM
127
Boltwood Capital Management
California
$1.91M +$413K +15,892 +28%
LFA
128
Landmark Financial Advisors
Kentucky
$1.86M +$548K +21,050 +42%
SDWMA
129
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.82M +$675K +25,948 +59%
FC
130
Financial Consulate
Maryland
$1.8M +$109K +4,200 +6%
BL
131
BFSG LLC
California
$1.79M +$465K +17,878 +35%
RMC
132
Regis Management Company
California
$1.72M – – –
PS
133
Portfolio Solutions
Michigan
$1.65M +$896K +34,444 +119%
FCAG
134
First Capital Advisors Group
New Jersey
$1.64M +$518K +19,894 +46%
SP
135
Successful Portfolios
Florida
$1.6M +$1.6M +61,286 New
HFA
136
Huber Financial Advisors
Illinois
$1.59M +$1.59M +61,262 New
CFMC
137
Curbstone Financial Management Corp
New Hampshire
$1.59M -$1.18M -45,500 -43%
RWM
138
RKL Wealth Management
Pennsylvania
$1.59M +$1.59M +60,974 New
CF
139
Corrigan Financial
Rhode Island
$1.55M +$520 +20 +0%
Royal Bank of Canada
140
Royal Bank of Canada
Ontario, Canada
$1.55M +$1.38M +52,920 +807%
MAM
141
Marquette Asset Management
Minnesota
$1.55M +$50.4K +1,936 +3%
CWM
142
Cabot Wealth Management
Massachusetts
$1.54M -$42K -1,614 -3%
AFS
143
Access Financial Services
Minnesota
$1.52M -$268K -10,300 -15%
MML Investors Services
144
MML Investors Services
Massachusetts
$1.5M +$661K +25,400 +79%
FC
145
Forte Capital
New York
$1.49M +$34.5K +1,326 +2%
GC
146
Garde Capital
Washington
$1.48M +$122K +4,690 +9%
SWM
147
SigFig Wealth Management
California
$1.44M +$240K +9,248 +20%
CIC
148
Carnegie Investment Counsel
Ohio
$1.44M +$15.3K +600 +1%
SS
149
Simplicity Solutions
Minnesota
$1.43M -$176K -6,772 -11%
JWM
150
Janiczek Wealth Management
Colorado
$1.36M +$4.42K +170 +0.3%
4 5
6
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