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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

331 hedge funds and large institutions have $2.1B invested in Schwab US Aggregate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 170 increasing their positions, 95 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
+1
Holders Change %
+0.3%
% of All Funds
7.58%
Holding in Top 10
43
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.51%
% of All Funds
0.98%
New
31
Increased
170
Reduced
95
Closed
27
Calls
–
Puts
$12K
Net Calls
-$12K
Net Calls Change
-$12K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$109M
2
Charles Schwab
2
Charles Schwab
California
$258M
3
AIP
3
Almanack Investment Partners
Pennsylvania
$17.1M
4
HGWM
4
Harvest Group Wealth Management
Massachusetts
$13.7M
5
APP
5
Avantax Planning Partners
Iowa
$130M

Top Sellers

1
MFRM
1
Milliman Financial Risk Management
Illinois
$148M
2
KLI
2
Kelman-Lazarov Inc
Tennessee
$1.15M
3
BA
3
Bristlecone Advisors
Washington
$2.97M
4
HA
4
Harborview Advisors
Maine
$278K
5
UCFA
5
United Capital Financial Advisors
Texas
$28.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
126
Corrigan Financial
Rhode Island
$1.97M +$104K +4,150 +6%
HFA
127
Huber Financial Advisors
Illinois
$1.89M -$117K -4,676 -6%
AI
128
Atria Investments
North Carolina
$1.86M +$202K +8,022 +12%
GC
129
Garde Capital
Washington
$1.85M +$313K +12,594 +20%
RPG
130
Resource Planning Group
Georgia
$1.81M +$1.81M +72,086 New
PP
131
PrairieView Partners
Minnesota
$1.8M +$42.6K +1,694 +2%
Susquehanna International Group
132
Susquehanna International Group
Pennsylvania
$1.8M +$1.58M +62,792 +727%
SDWMA
133
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.71M -$1.2M -47,900 -41%
RFA
134
Reilly Financial Advisors
California
$1.69M +$216K +8,606 +15%
MAM
135
Marquette Asset Management
Minnesota
$1.65M -$5.48K -218 -0.3%
FC
136
Forte Capital
New York
$1.63M +$7.03K +280 +0.4%
VDI
137
Vaughan David Investments
Illinois
$1.59M +$426K +16,958 +37%
MWM
138
Mission Wealth Management
California
$1.49M +$212K +8,424 +17%
AWS
139
AJ Wealth Strategies
New York
$1.48M +$25K +994 +2%
PFA
140
Pure Financial Advisors
California
$1.46M +$1.46M +58,232 New
BL
141
BFSG LLC
California
$1.41M -$161K -6,410 -10%
FC
142
Financial Consulate
Maryland
$1.35M +$15.3K +610 +1%
HDIM
143
Hanson & Doremus Investment Management
Vermont
$1.33M +$300K +11,922 +29%
BRWA
144
B. Riley Wealth Advisors
Florida
$1.3M +$88.5K +3,520 +7%
SP
145
Successful Portfolios
Florida
$1.28M -$70.6K -2,808 -5%
FG
146
Fiduciary Group
Georgia
$1.27M -$62.8K -2,500 -5%
GI
147
Gradient Investments
Minnesota
$1.23M +$7.64K +304 +0.6%
OC
148
Oarsman Capital
Wisconsin
$1.22M +$22.8K +906 +2%
FTS
149
Fifth Third Securities
Ohio
$1.21M +$1.21M +48,068 New
RMC
150
Regis Management Company
California
$1.21M -$458K -18,226 -28%
4 5
6
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