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

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
$148M
2
KLI
Kelman-Lazarov Inc
Tennessee
$1.15M
3
BA
Bristlecone Advisors
Washington
$2.97M
4
HA
Harborview Advisors
Maine
$278K
5
UCFA
United Capital Financial Advisors
Texas
$28.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
151
Clearwater Capital Advisors
Illinois
$1.2M +$906K +36,058 +303%
JFG
152
JMG Financial Group
Illinois
$1.2M +$115K +4,582 +11%
SWM
153
Stockman Wealth Management
Montana
$1.19M +$108K +4,290 +10%
PFM
154
Phillips Financial Management
Indiana
$1.16M +$64.1K +2,560 +6%
KLI
155
Kelman-Lazarov Inc
Tennessee
$1.15M -$6.89M -274,082 -86%
TCM
156
Twele Capital Management
Minnesota
$1.15M +$1.71K +68 +0.1%
CWM
157
Cabot Wealth Management
Massachusetts
$1.13M -$45.8K -1,824 -4%
SS
158
Simplicity Solutions
Minnesota
$1.13M -$31.5K -1,254 -3%
B
159
Bailard
California
$1.09M -$3.69M -146,934 -77%
MML Investors Services
160
MML Investors Services
Massachusetts
$1.03M -$498K -19,812 -33%
RA
161
Rational Advisors
New York
$981K +$308K +12,256 +46%
SCA
162
Strategic Capital Advisers
Colorado
$959K +$352 +14 +0%
CIC
163
Carnegie Investment Counsel
Ohio
$922K -$295K -11,876 -24%
SC
164
Slow Capital
California
$916K +$7.44K +296 +0.8%
A
165
AdvicePeriod
California
$899K +$193K +7,664 +27%
PFBT
166
Parkside Financial Bank & Trust
Missouri
$883K +$721K +28,724 +446%
CFD
167
Creative Financial Designs
Indiana
$848K +$61K +2,428 +8%
CIAS
168
Capital Investment Advisory Services
North Carolina
$842K -$5.88K -234 -0.7%
AACR
169
ACR Alpine Capital Research
Missouri
$842K +$98.2K +3,906 +13%
NIC
170
Northwest Investment Counselors
Oregon
$840K +$284K +11,306 +51%
Koshinski Asset Management
171
Koshinski Asset Management
Illinois
$834K +$216K +8,608 +35%
RJA
172
Raymond James & Associates
Florida
$803K -$98K -3,904 -11%
JWA
173
JFS Wealth Advisors
Pennsylvania
$802K +$200K +7,970 +33%
WIC
174
Whitegate Investment Counselors
New Hampshire
$782K +$2.16K +86 +0.3%
ACM
175
Armbruster Capital Management
New York
$778K -$31.7K -1,262 -4%
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