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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 %
CAPTRUST Financial Advisors
151
CAPTRUST Financial Advisors
North Carolina
$1.18M -$4.14K -162 -0.4%
SWM
152
Stockman Wealth Management
Montana
$1.09M +$74K +2,900 +7%
BRWA
153
B. Riley Wealth Advisors
Florida
$1.09M +$10.3K +404 +1%
PFM
154
Phillips Financial Management
Indiana
$1.09M -$38.7K -1,520 -3%
TCM
155
Twele Capital Management
Minnesota
$1.08M +$29.9K +1,172 +3%
OC
156
Oarsman Capital
Wisconsin
$1.07M +$90.6K +3,554 +9%
GI
157
Gradient Investments
Minnesota
$1.06M +$74.8K +2,930 +8%
REMPR
158
Roof Eidam Maycock Peralta (REMP)
California
$1.02M -$79.1K -3,100 -7%
MAS
159
Madden Advisory Services
Florida
$978K – – –
SC
160
Slow Capital
California
$975K +$967K +37,900 +11,994%
BL
161
BCWM LLC
Kansas
$958K +$3.67K +144 +0.4%
MWM
162
Mission Wealth Management
California
$950K +$642K +25,154 +208%
HB
163
Homrich & Berg
Georgia
$947K -$1.37M -53,584 -59%
SWM
164
Shakespeare Wealth Management
Wisconsin
$946K -$7.5K -294 -0.8%
HDIM
165
Hanson & Doremus Investment Management
Vermont
$938K +$92.6K +3,630 +11%
RJA
166
Raymond James & Associates
Florida
$938K +$330K +12,928 +54%
JFG
167
JMG Financial Group
Illinois
$890K +$357 +14 +0%
SCA
168
Strategic Capital Advisers
Colorado
$879K – – –
CIAS
169
Capital Investment Advisory Services
North Carolina
$847K +$173K +6,770 +26%
Cetera Investment Advisers
170
Cetera Investment Advisers
Illinois
$822K -$133K -5,194 -14%
MAS
171
Managed Account Services
Florida
$820K +$50.2K +1,970 +7%
CFD
172
Creative Financial Designs
Indiana
$802K +$16.5K +646 +2%
PP
173
PrairieView Partners
Minnesota
$786K +$74.5K +2,922 +10%
WIC
174
Whitegate Investment Counselors
New Hampshire
$782K +$18.4K +720 +2%
MI
175
Moneywise Inc
Virginia
$777K -$28.9K -1,132 -4%
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