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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

396 hedge funds and large institutions have $2.38B invested in Schwab US Aggregate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 181 increasing their positions, 126 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+18
Holders Change %
+4.76%
% of All Funds
8.58%
Holding in Top 10
44
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-20%
% of All Funds
0.95%
New
49
Increased
181
Reduced
126
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$342M
2
AA
2
Apriem Advisors
California
$38.6M
3
APP
3
Avantax Planning Partners
Iowa
$145M
4
Bank of America
4
Bank of America
North Carolina
$37.4M
5
BIA
5
Barry Investment Advisors
Massachusetts
$25.2M

Top Sellers

1
DWM
1
Destination Wealth Management
California
$14.8M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$74.1M
3
CW
3
CreativeOne Wealth
Kansas
$3.98M
4
FWM
4
Frontier Wealth Management
Missouri
$833K
5
HGWM
5
Harvest Group Wealth Management
Massachusetts
$157K
Name Holding Trade Value Shares
Change 		Shares
Change %
VV
151
Valentine Ventures
Oregon
$1.85M +$149K +5,760 +9%
A
152
AdvicePeriod
California
$1.77M +$464K +17,880 +35%
SDWMA
153
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.74M +$125K +4,820 +8%
MAM
154
Marquette Asset Management
Minnesota
$1.65M -$44.3K -1,708 -3%
HCM
155
Hengehold Capital Management
Ohio
$1.59M +$883K +34,012 +125%
PFA
156
Pure Financial Advisors
California
$1.54M +$367K +14,152 +31%
FAIM
157
Financial Advocates Investment Management
Washington
$1.51M +$769K +29,624 +103%
JWA
158
JFS Wealth Advisors
Pennsylvania
$1.51M -$3.71M -142,908 -71%
RWM
159
Reston Wealth Management
Virginia
$1.5M +$35.9K +1,390 +2%
SP
160
Successful Portfolios
Florida
$1.48M +$726 +28 +0%
RPG
161
Resource Planning Group
Georgia
$1.47M -$100K -3,854 -6%
MWM
162
Mission Wealth Management
California
$1.46M -$54K -2,082 -4%
RA
163
Rational Advisors
New York
$1.41M +$383K +14,788 +38%
HSA
164
HBK Sorce Advisory
Pennsylvania
$1.4M -$1.31M -50,432 -48%
FC
165
FCA Corp
Texas
$1.37M +$18.7K +722 +1%
SC
166
Slow Capital
California
$1.37M +$420K +16,198 +44%
BRWA
167
B. Riley Wealth Advisors
Florida
$1.37M +$17.8K +688 +1%
BFM
168
Broadview Financial Management
Wisconsin
$1.35M +$622K +23,958 +85%
FC
169
Financial Consulate
Maryland
$1.35M -$8.98K -346 -0.7%
GIA
170
Gladstone Institutional Advisory
Florida
$1.31M +$1.31M +50,630 New
FG
171
Fiduciary Group
Georgia
$1.31M +$8.98K +346 +0.7%
TCM
172
Twele Capital Management
Minnesota
$1.29M +$54.4K +2,096 +4%
SCA
173
Strategic Capital Advisers
Colorado
$1.26M +$257K +9,914 +26%
ZF
174
Zhang Financial
Michigan
$1.24M +$59.9K +2,310 +5%
Jones Financial Companies
175
Jones Financial Companies
Missouri
$1.18M – – –
5 6
7
8 9