SCHZ icon

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

Top Sellers

1
DWM
Destination Wealth Management
California
$5.23M
2
LPL Financial
LPL Financial
California
$1.07M
3
LA
LVW Advisors
New York
$0
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
BWP
BSW Wealth Partners
Colorado
$9.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
151
Simplicity Solutions
Minnesota
$1.17M -$314K -12,404 -21%
TCM
152
Twele Capital Management
Minnesota
$1.16M +$84.5K +3,336 +8%
PFM
153
Phillips Financial Management
Indiana
$1.1M +$23.5K +932 +2%
JFG
154
JMG Financial Group
Illinois
$1.09M +$206K +8,148 +23%
SWM
155
Stockman Wealth Management
Montana
$1.09M – – –
LPL Financial
156
LPL Financial
California
$1.07M -$10.1M -397,390 -90%
HDIM
157
Hanson & Doremus Investment Management
Vermont
$1.04M +$107K +4,222 +11%
ZIM
158
Zacks Investment Management
Illinois
$1.04M +$538K +21,268 +108%
SCA
159
Strategic Capital Advisers
Colorado
$963K +$111K +4,378 +13%
BL
160
BCWM LLC
Kansas
$939K -$12.4K -490 -1%
MAS
161
Madden Advisory Services
Florida
$933K -$38K -1,500 -4%
SC
162
Slow Capital
California
$915K -$52.2K -2,062 -5%
RJA
163
Raymond James & Associates
Florida
$909K -$22K -868 -2%
CIAS
164
Capital Investment Advisory Services
North Carolina
$854K +$13.9K +548 +2%
Cetera Investment Advisers
165
Cetera Investment Advisers
Illinois
$834K +$19.1K +754 +2%
ACM
166
Armbruster Capital Management
New York
$816K +$61.3K +2,422 +8%
CFD
167
Creative Financial Designs
Indiana
$793K -$2.89K -114 -0.4%
WIC
168
Whitegate Investment Counselors
New Hampshire
$786K +$9.97K +394 +1%
REMPR
169
Roof Eidam Maycock Peralta (REMP)
California
$750K -$261K -10,320 -26%
AACR
170
ACR Alpine Capital Research
Missouri
$749K +$233K +9,186 +45%
A
171
AdvicePeriod
California
$712K +$712K +28,122 New
MI
172
Moneywise Inc
Virginia
$709K -$62.2K -2,454 -8%
MAS
173
Managed Account Services
Florida
$702K -$112K -4,412 -14%
EWA
174
EP Wealth Advisors
California
$697K +$414K +16,330 +146%
WF
175
WealthTrust Fairport
Ohio
$691K +$60.1K +2,374 +10%
5 6
7
8 9