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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

321 hedge funds and large institutions have $1.7B invested in Schwab US Aggregate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 156 increasing their positions, 62 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
+68
Holders Change %
+26.88%
% of All Funds
7.29%
Holding in Top 10
43
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+30.3%
% of All Funds
0.98%
New
77
Increased
156
Reduced
62
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$166M
2
DWM
2
Destination Wealth Management
California
$30.7M
3
Jane Street
3
Jane Street
New York
$29.8M
4
Mariner
4
Mariner
Kansas
$19.5M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$90.5M

Top Sellers

1
AA
1
Apriem Advisors
California
$7.11M
2
AWMG
2
Alliance Wealth Management Group
New Jersey
$23.1M
3
Ameriprise
3
Ameriprise
Minnesota
$42.8M
4
AL
4
Aspiriant LLC
California
$1.11M
5
Morgan Stanley
5
Morgan Stanley
New York
$7.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
MI
176
Moneywise Inc
Virginia
$821K +$40.1K +1,542 +5%
AIP
177
Almanack Investment Partners
Pennsylvania
$816K +$816K +31,312 New
CFD
178
Creative Financial Designs
Indiana
$801K -$164K -6,284 -17%
MAS
179
Managed Account Services
Florida
$785K +$91.7K +3,526 +13%
WIC
180
Whitegate Investment Counselors
New Hampshire
$779K -$9.26K -356 -1%
HCM
181
Hengehold Capital Management
Ohio
$759K -$6.09K -234 -0.8%
RFA
182
Reilly Financial Advisors
California
$759K +$759K +29,166 New
PP
183
PrairieView Partners
Minnesota
$726K +$726K +27,900 New
LJAC
184
L.J. Altfest & Co
New York
$705K +$705K +27,106 New
CIAS
185
Capital Investment Advisory Services
North Carolina
$687K -$74K -2,846 -10%
SFG
186
StrategIQ Financial Group
Indiana
$673K -$3.33K -128 -0.5%
ACM
187
Armbruster Capital Management
New York
$672K +$113K +4,354 +20%
Citigroup
188
Citigroup
New York
$671K -$3.9K -150 -0.6%
BWA
189
Burt Wealth Advisors
Maryland
$662K +$7.45K +286 +1%
AG
190
Appleton Group
Wisconsin
$662K +$186K +7,154 +39%
NCMW
191
Northern Capital Management (Wisconsin)
Wisconsin
$654K +$42.9K +1,650 +7%
HWM
192
Highwater Wealth Management
Colorado
$628K -$123K -4,726 -16%
PFM
193
Peak Financial Management
Massachusetts
$627K +$203K +7,800 +48%
RJA
194
Raymond James & Associates
Florida
$620K +$138K +5,284 +29%
PAM
195
Peak Asset Management
Colorado
$614K -$14.6K -560 -2%
MWAC
196
Mariner Wealth Advisors (Cincinnati)
Ohio
$603K +$86.8K +3,332 +17%
Koshinski Asset Management
197
Koshinski Asset Management
Illinois
$596K +$372K +14,312 +167%
CMBA
198
C.M. Bidwell & Associates
Hawaii
$587K +$587K +22,568 New
QCMNJ
199
Quantum Capital Management (New Jersey)
New Jersey
$522K -$28.4K -1,090 -5%
AF
200
Allworth Financial
California
$512K +$52.2K +2,006 +11%
6 7
8
9 10