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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

315 hedge funds and large institutions have $1.96B invested in Schwab US Aggregate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 172 increasing their positions, 75 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
-6
Holders Change %
-1.87%
% of All Funds
7.23%
Holding in Top 10
53
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+23.26%
% of All Funds
1.22%
New
35
Increased
172
Reduced
75
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFRM
Milliman Financial Risk Management
Illinois
+$178M
2
Charles Schwab
Charles Schwab
California
+$48.3M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$20.5M
4
UCFA
United Capital Financial Advisors
Texas
+$17.1M
5
FAAS
First Allied Advisory Services
California
+$17.1M

Top Sellers

1
Jane Street
Jane Street
New York
-$25.1M
2
Bank of America
Bank of America
North Carolina
-$24.4M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$22.3M
4
AWS
AJ Wealth Strategies
New York
-$14M
5
OMC
Old Mission Capital
Illinois
-$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
176
Armbruster Capital Management
New York
$760K +$101K +3,966 +15%
CMBA
177
C.M. Bidwell & Associates
Hawaii
$731K +$155K +6,070 +27%
Citigroup
178
Citigroup
New York
$714K +$55.3K +2,168 +8%
AG
179
Appleton Group
Wisconsin
$677K +$28K +1,098 +4%
SFG
180
StrategIQ Financial Group
Indiana
$663K +$2.96K +116 +0.4%
BWA
181
Burt Wealth Advisors
Maryland
$652K +$3.47K +136 +0.5%
S
182
SignatureFD
Georgia
$645K +$144K +5,638 +29%
WF
183
WealthTrust Fairport
Ohio
$636K +$144K +5,646 +29%
PAG
184
Pinnacle Advisory Group
Maryland
$634K -$5.8M -227,022 -90%
Koshinski Asset Management
185
Koshinski Asset Management
Illinois
$629K +$44.8K +1,756 +8%
AFS
186
Access Financial Services
Minnesota
$604K -$890K -34,870 -60%
SHA
187
Seneca House Advisors
Virginia
$589K -$388K -15,194 -40%
RW
188
REDW Wealth
New Mexico
$587K +$200K +7,848 +52%
BCP
189
Blue Chip Partners
Michigan
$571K +$89.8K +3,516 +19%
QCMNJ
190
Quantum Capital Management (New Jersey)
New Jersey
$549K +$37.8K +1,484 +7%
FAIM
191
Financial Advocates Investment Management
Washington
$540K +$540K +21,152 New
WCWM
192
Willow Creek Wealth Management
California
$538K +$538K +21,082 New
PAM
193
Peak Asset Management
Colorado
$533K -$68.5K -2,686 -11%
HCM
194
Hengehold Capital Management
Ohio
$529K -$214K -8,408 -29%
AF
195
Allworth Financial
California
$525K +$23.1K +906 +5%
AACR
196
ACR Alpine Capital Research
Missouri
$521K +$106K +4,156 +26%
XS
197
XML Securities
Maryland
$510K +$92.1K +3,608 +22%
SSWM
198
Sheets Smith Wealth Management
North Carolina
$503K +$120K +4,700 +31%
ZIM
199
Zacks Investment Management
Illinois
$501K +$501K +19,620 New
OMC
200
Old Mission Capital
Illinois
$499K -$13.3M -520,402 -96%
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