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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

330 hedge funds and large institutions have $2.01B invested in Schwab US Aggregate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 146 increasing their positions, 112 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+15
Holders Change %
+4.76%
% of All Funds
7.57%
Holding in Top 10
47
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-11.32%
% of All Funds
1.08%
New
39
Increased
146
Reduced
112
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
$235M
2
TCM
Towercrest Capital Management
Pennsylvania
$18.4M
3
OIA
OneDigital Investment Advisors
Kansas
$32.7M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$16.6M
5
SFPM
Sensible Financial Planning & Management
Massachusetts
$69.7M

Top Sellers

1
DWM
Destination Wealth Management
California
$5.23M
2
LPL Financial
LPL Financial
California
$1.07M
3
LA
LVW Advisors
New York
$0
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
BWP
BSW Wealth Partners
Colorado
$9.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
176
Avior Wealth Management
Nebraska
$690K -$533K -21,028 -44%
Citigroup
177
Citigroup
New York
$686K -$22.8K -900 -3%
SFG
178
StrategIQ Financial Group
Indiana
$683K +$25.2K +994 +4%
AG
179
Appleton Group
Wisconsin
$682K +$9.27K +366 +1%
RA
180
Rational Advisors
New York
$678K +$328K +12,950 +94%
HB
181
Homrich & Berg
Georgia
$676K -$264K -10,428 -28%
PWM
182
Perigon Wealth Management
California
$676K +$323K +12,748 +91%
ACM
183
AlphaStar Capital Management
North Carolina
$657K -$1.72M -67,790 -72%
BWA
184
Burt Wealth Advisors
Maryland
$641K -$6.33K -250 -1%
FCAG
185
First Capital Advisors Group
New Jersey
$634K -$1.27M -50,084 -67%
S
186
SignatureFD
Georgia
$629K -$11.1K -440 -2%
Koshinski Asset Management
187
Koshinski Asset Management
Illinois
$622K -$2.02K -80 -0.3%
JWA
188
JFS Wealth Advisors
Pennsylvania
$607K +$124K +4,886 +26%
FAIM
189
Financial Advocates Investment Management
Washington
$601K +$66.8K +2,646 +13%
BCP
190
Blue Chip Partners
Michigan
$570K +$3.8K +150 +0.7%
RW
191
REDW Wealth
New Mexico
$563K -$19.7K -778 -3%
NIC
192
Northwest Investment Counselors
Oregon
$560K +$560K +22,116 New
QCMNJ
193
Quantum Capital Management (New Jersey)
New Jersey
$543K -$2.69K -106 -0.5%
CMBA
194
C.M. Bidwell & Associates
Hawaii
$540K -$185K -7,304 -26%
WCWM
195
Willow Creek Wealth Management
California
$540K +$5.83K +230 +1%
WA
196
WBH Advisory
Maryland
$536K +$83K +3,284 +18%
PAM
197
Peak Asset Management
Colorado
$528K -$658 -26 -0.1%
3C
198
361 Capital
Colorado
$528K +$528K +20,836 New
BFM
199
Broadview Financial Management
Wisconsin
$516K +$70.6K +2,792 +16%
FA
200
FDx Advisors
Illinois
$505K +$61.3K +2,420 +14%
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