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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

331 hedge funds and large institutions have $2.1B invested in Schwab US Aggregate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 170 increasing their positions, 95 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
+1
Holders Change %
+0.3%
% of All Funds
7.58%
Holding in Top 10
43
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.51%
% of All Funds
0.98%
New
31
Increased
170
Reduced
95
Closed
27
Calls
–
Puts
$12K
Net Calls
-$12K
Net Calls Change
-$12K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$109M
2
Charles Schwab
Charles Schwab
California
$258M
3
AIP
Almanack Investment Partners
Pennsylvania
$17.1M
4
HGWM
Harvest Group Wealth Management
Massachusetts
$13.7M
5
APP
Avantax Planning Partners
Iowa
$130M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
$148M
2
KLI
Kelman-Lazarov Inc
Tennessee
$1.15M
3
BA
Bristlecone Advisors
Washington
$2.97M
4
HA
Harborview Advisors
Maine
$278K
5
UCFA
United Capital Financial Advisors
Texas
$28.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
176
Appleton Group
Wisconsin
$746K +$69.9K +2,784 +10%
WF
177
WealthTrust Fairport
Ohio
$744K +$58.6K +2,332 +9%
REMPR
178
Roof Eidam Maycock Peralta (REMP)
California
$723K -$21.4K -850 -3%
Cetera Investment Advisers
179
Cetera Investment Advisers
Illinois
$701K -$128K -5,072 -15%
AWM
180
Avior Wealth Management
Nebraska
$693K +$8.69K +346 +1%
BFM
181
Broadview Financial Management
Wisconsin
$686K +$174K +6,906 +34%
MI
182
Moneywise Inc
Virginia
$683K -$20.4K -812 -3%
FAIM
183
Financial Advocates Investment Management
Washington
$670K +$71.9K +2,862 +12%
BWA
184
Burt Wealth Advisors
Maryland
$656K +$19.6K +780 +3%
JPMorgan Chase & Co
185
JPMorgan Chase & Co
New York
$650K +$379K +15,062 +140%
S
186
SignatureFD
Georgia
$638K +$13.5K +538 +2%
DP
187
DDD Partners
Washington
$632K +$632K +25,168 New
WA
188
WBH Advisory
Maryland
$604K +$71.6K +2,850 +13%
SFG
189
StrategIQ Financial Group
Indiana
$600K -$78.4K -3,118 -12%
BC
190
Brinker Capital
Pennsylvania
$599K -$920K -36,656 -61%
SWM
191
Shakespeare Wealth Management
Wisconsin
$596K -$795K -31,640 -57%
MAS
192
Managed Account Services
Florida
$586K -$104K -4,182 -15%
BCP
193
Blue Chip Partners
Michigan
$570K +$4.02K +160 +0.7%
Jones Financial Companies
194
Jones Financial Companies
Missouri
$556K +$556K +22,110 New
QCMNJ
195
Quantum Capital Management (New Jersey)
New Jersey
$543K +$4.62K +184 +0.9%
3C
196
361 Capital
Colorado
$542K +$18.5K +736 +4%
WCWM
197
Willow Creek Wealth Management
California
$540K +$4.87K +194 +0.9%
HB
198
Homrich & Berg
Georgia
$535K -$136K -5,404 -20%
FA
199
FDx Advisors
Illinois
$525K +$23.8K +948 +5%
PAM
200
Peak Asset Management
Colorado
$524K – – –
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8
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