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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 %
BL
151
BFSG LLC
California
$1.69M +$264K +10,456 +19%
VV
152
Valentine Ventures
Oregon
$1.66M +$1.66M +65,612 New
MAM
153
Marquette Asset Management
Minnesota
$1.65M -$11.6K -460 -0.7%
CCA
154
Clearwater Capital Advisors
Illinois
$1.59M +$377K +14,920 +31%
TFS
155
Thoroughbred Financial Services
Tennessee
$1.58M +$1.58M +65,834 New
SDWMA
156
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.58M -$150K -5,942 -9%
RPG
157
Resource Planning Group
Georgia
$1.54M -$289K -11,418 -16%
MWM
158
Mission Wealth Management
California
$1.48M -$28.5K -1,128 -2%
PP
159
PrairieView Partners
Minnesota
$1.47M -$347K -13,734 -19%
SP
160
Successful Portfolios
Florida
$1.45M +$157K +6,194 +12%
RWM
161
Reston Wealth Management
Virginia
$1.44M +$1.44M +56,712 New
IA
162
IFP Advisors
Florida
$1.43M -$1.9M -75,144 -57%
SFG
163
Sage Financial Group
Pennsylvania
$1.42M +$1.42M +56,194 New
NIC
164
Northwest Investment Counselors
Oregon
$1.36M +$512K +20,240 +61%
FAAS
165
First Allied Advisory Services
California
$1.36M -$15.5M -610,584 -92%
FC
166
Financial Consulate
Maryland
$1.32M -$32.6K -1,290 -2%
FC
167
FCA Corp
Texas
$1.32M -$1.24M -48,912 -48%
BRWA
168
B. Riley Wealth Advisors
Florida
$1.32M +$13.3K +526 +1%
GI
169
Gradient Investments
Minnesota
$1.31M +$72.1K +2,850 +6%
A
170
AdvicePeriod
California
$1.28M +$370K +14,608 +41%
FG
171
Fiduciary Group
Georgia
$1.27M -$12K -474 -0.9%
OC
172
Oarsman Capital
Wisconsin
$1.21M -$16.2K -642 -1%
TCM
173
Twele Capital Management
Minnesota
$1.2M +$47.8K +1,892 +4%
PFM
174
Phillips Financial Management
Indiana
$1.16M -$9.26K -366 -0.8%
Citadel Advisors
175
Citadel Advisors
Florida
$1.16M +$1.16M +45,674 New
5 6
7
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