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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

315 hedge funds and large institutions have $1.96B invested in Schwab US Aggregate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 172 increasing their positions, 75 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
-6
Holders Change %
-1.87%
% of All Funds
7.23%
Holding in Top 10
53
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+23.26%
% of All Funds
1.22%
New
35
Increased
172
Reduced
75
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFRM
Milliman Financial Risk Management
Illinois
+$178M
2
Charles Schwab
Charles Schwab
California
+$48.3M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$20.5M
4
UCFA
United Capital Financial Advisors
Texas
+$17.1M
5
FAAS
First Allied Advisory Services
California
+$17.1M

Top Sellers

1
Jane Street
Jane Street
New York
-$25.1M
2
Bank of America
Bank of America
North Carolina
-$24.4M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$22.3M
4
AWS
AJ Wealth Strategies
New York
-$14M
5
OMC
Old Mission Capital
Illinois
-$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
126
Almanack Investment Partners
Pennsylvania
$2.1M +$1.3M +50,994 +163%
GCA
127
Gradient Capital Advisors
California
$2.07M +$112K +4,402 +6%
VIA
128
Vantage Investment Advisors
Pennsylvania
$2.03M -$530K -20,768 -21%
BL
129
BFSG LLC
California
$2.02M +$269K +10,538 +15%
PFM
130
Peak Financial Management
Massachusetts
$1.98M +$1.37M +53,650 +223%
AWS
131
AJ Wealth Strategies
New York
$1.98M -$14M -547,894 -88%
FCAG
132
First Capital Advisors Group
New Jersey
$1.92M +$305K +11,972 +19%
AI
133
Atria Investments
North Carolina
$1.91M -$222K -8,702 -10%
HFA
134
Huber Financial Advisors
Illinois
$1.89M +$325K +12,746 +21%
CF
135
Corrigan Financial
Rhode Island
$1.79M +$266K +10,432 +17%
NCM
136
Novare Capital Management
North Carolina
$1.71M +$410K +16,070 +32%
RMC
137
Regis Management Company
California
$1.69M – – –
Goldman Sachs
138
Goldman Sachs
New York
$1.64M -$4.45M -174,218 -73%
FC
139
Forte Capital
New York
$1.59M +$138K +5,402 +9%
MAM
140
Marquette Asset Management
Minnesota
$1.59M +$75.2K +2,950 +5%
SP
141
Successful Portfolios
Florida
$1.58M +$20.9K +818 +1%
MML Investors Services
142
MML Investors Services
Massachusetts
$1.56M +$87.8K +3,440 +6%
BC
143
Brinker Capital
Pennsylvania
$1.54M -$3.88M -152,064 -72%
SS
144
Simplicity Solutions
Minnesota
$1.5M +$93.2K +3,654 +7%
GC
145
Garde Capital
Washington
$1.43M -$26K -1,020 -2%
FC
146
Financial Consulate
Maryland
$1.33M -$431K -16,884 -24%
CWM
147
Cabot Wealth Management
Massachusetts
$1.32M -$188K -7,362 -12%
CIC
148
Carnegie Investment Counsel
Ohio
$1.3M -$127K -5,040 -9%
RFA
149
Reilly Financial Advisors
California
$1.28M +$533K +20,896 +72%
AWM
150
Avior Wealth Management
Nebraska
$1.23M -$43.2K -1,692 -3%
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