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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

378 hedge funds and large institutions have $2.42B invested in Schwab US Aggregate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 131 increasing their positions, 130 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+47
Holders Change %
+14.2%
% of All Funds
8.44%
Holding in Top 10
55
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+27.91%
% of All Funds
1.23%
New
86
Increased
131
Reduced
130
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DWM
Destination Wealth Management
California
+$122M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$51.8M
3
Charles Schwab
Charles Schwab
California
+$23.5M
4
MFRM
Milliman Financial Risk Management
Illinois
+$21.1M
5
Ameriprise
Ameriprise
Minnesota
+$19.1M

Top Sellers

1
APP
Avantax Planning Partners
Iowa
-$21.8M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$21.6M
3
SFPM
Sensible Financial Planning & Management
Massachusetts
-$15.5M
4
FAAS
First Allied Advisory Services
California
-$15.5M
5
OIA
OneDigital Investment Advisors
Kansas
-$14.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMG
126
ProVise Management Group
Florida
$2.66M +$86.5K +3,418 +3%
HSA
127
HBK Sorce Advisory
Pennsylvania
$2.64M +$2.4M +94,720 +986%
MA
128
Mutual Advisors
Nebraska
$2.58M +$38.7K +1,530 +2%
HWMG
129
Hurlow Wealth Management Group
Indiana
$2.55M +$2.55M +100,526 New
SFS
130
Strategic Financial Services
New York
$2.52M -$24K -950 -0.9%
CFMC
131
Curbstone Financial Management Corp
New Hampshire
$2.47M – – –
SFG
132
SNS Financial Group
Minnesota
$2.45M +$90.4K +3,574 +4%
SWM
133
SeaCrest Wealth Management
New York
$2.4M -$8.6K -340 -0.4%
VAS
134
Valicenti Advisory Services
New York
$2.33M +$2.06M +81,464 +774%
AIM
135
AMI Investment Management
Indiana
$2.28M -$426K -16,856 -16%
KWM
136
Kingsview Wealth Management
Oregon
$2.28M -$88.7K -3,506 -4%
VDI
137
Vaughan David Investments
Illinois
$2.21M +$610K +24,110 +38%
PAG
138
Private Advisor Group
New Jersey
$2.21M +$1.73M +68,564 +365%
LFA
139
Landmark Financial Advisors
Kentucky
$2.17M +$11.5K +454 +0.5%
HI
140
Hudock Inc
Pennsylvania
$2.15M -$383K -15,172 -15%
GCA
141
Gradient Capital Advisors
California
$2.05M +$2.99K +118 +0.1%
CF
142
Corrigan Financial
Rhode Island
$2.03M +$45.8K +1,810 +2%
CWS
143
Cypress Wealth Services
California
$2.01M -$253K -10,016 -11%
GC
144
Garde Capital
Washington
$1.92M +$47.2K +1,864 +3%
IDA
145
Intelligence Driven Advisers
California
$1.88M +$1.88M +74,112 New
RFA
146
Reilly Financial Advisors
California
$1.86M +$157K +6,194 +9%
AI
147
Atria Investments
North Carolina
$1.84M -$31.8K -1,256 -2%
EWA
148
EP Wealth Advisors
California
$1.77M -$1.57M -62,110 -47%
FC
149
Forte Capital
New York
$1.74M +$102K +4,046 +6%
BIA
150
Barry Investment Advisors
Massachusetts
$1.73M +$1.73M +68,220 New
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