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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

330 hedge funds and large institutions have $2.01B invested in Schwab US Aggregate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 146 increasing their positions, 112 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+15
Holders Change %
+4.76%
% of All Funds
7.57%
Holding in Top 10
47
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-11.32%
% of All Funds
1.08%
New
39
Increased
146
Reduced
112
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$235M
2
TCM
2
Towercrest Capital Management
Pennsylvania
$18.4M
3
OIA
3
OneDigital Investment Advisors
Kansas
$32.7M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$16.6M
5
SFPM
5
Sensible Financial Planning & Management
Massachusetts
$69.7M

Top Sellers

1
DWM
1
Destination Wealth Management
California
$5.23M
2
LPL Financial
2
LPL Financial
California
$1.07M
3
LA
3
LVW Advisors
New York
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
BWP
5
BSW Wealth Partners
Colorado
$9.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
126
Corrigan Financial
Rhode Island
$1.88M +$101K +3,988 +6%
PP
127
PrairieView Partners
Minnesota
$1.77M +$991K +39,146 +127%
RMC
128
Regis Management Company
California
$1.68M – – –
MAM
129
Marquette Asset Management
Minnesota
$1.67M +$89K +3,516 +6%
AI
130
Atria Investments
North Carolina
$1.67M -$232K -9,166 -12%
FC
131
Forte Capital
New York
$1.63M +$49.6K +1,958 +3%
BL
132
BFSG LLC
California
$1.59M -$419K -16,532 -21%
GC
133
Garde Capital
Washington
$1.56M +$140K +5,538 +10%
FWM
134
Focused Wealth Management
New York
$1.55M +$1.44M +56,750 +1,226%
MML Investors Services
135
MML Investors Services
Massachusetts
$1.54M -$7.8K -308 -0.5%
BC
136
Brinker Capital
Pennsylvania
$1.53M -$557 -22 -0%
RFA
137
Reilly Financial Advisors
California
$1.48M +$214K +8,454 +17%
AWS
138
AJ Wealth Strategies
New York
$1.46M -$501K -19,792 -26%
PS
139
Portfolio Solutions
Michigan
$1.41M -$1.3M -51,454 -48%
SWM
140
Shakespeare Wealth Management
Wisconsin
$1.4M +$462K +18,258 +49%
SP
141
Successful Portfolios
Florida
$1.36M -$212K -8,354 -13%
FG
142
Fiduciary Group
Georgia
$1.34M -$1.45M -57,286 -52%
FC
143
Financial Consulate
Maryland
$1.34M +$23K +910 +2%
MWM
144
Mission Wealth Management
California
$1.29M +$348K +13,760 +37%
CIC
145
Carnegie Investment Counsel
Ohio
$1.24M -$64.6K -2,554 -5%
GI
146
Gradient Investments
Minnesota
$1.23M +$185K +7,326 +18%
BRWA
147
B. Riley Wealth Advisors
Florida
$1.22M +$135K +5,318 +12%
OC
148
Oarsman Capital
Wisconsin
$1.2M +$136K +5,382 +13%
CWM
149
Cabot Wealth Management
Massachusetts
$1.19M -$125K -4,938 -10%
VDI
150
Vaughan David Investments
Illinois
$1.17M +$797K +31,496 +212%
4 5
6
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