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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

378 hedge funds and large institutions have $2.42B invested in Schwab US Aggregate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 131 increasing their positions, 130 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+47
Holders Change %
+14.2%
% of All Funds
8.44%
Holding in Top 10
55
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+27.91%
% of All Funds
1.23%
New
86
Increased
131
Reduced
130
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DWM
Destination Wealth Management
California
+$122M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$51.8M
3
Charles Schwab
Charles Schwab
California
+$23.5M
4
MFRM
Milliman Financial Risk Management
Illinois
+$21.1M
5
Ameriprise
Ameriprise
Minnesota
+$19.1M

Top Sellers

1
APP
Avantax Planning Partners
Iowa
-$21.8M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$21.6M
3
SFPM
Sensible Financial Planning & Management
Massachusetts
-$15.5M
4
FAAS
First Allied Advisory Services
California
-$15.5M
5
OIA
OneDigital Investment Advisors
Kansas
-$14.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
176
Jones Financial Companies
Missouri
$1.15M +$595K +23,512 +106%
ZF
177
Zhang Financial
Michigan
$1.15M +$1.15M +45,446 New
PFA
178
Pure Financial Advisors
California
$1.14M -$330K -13,032 -22%
S
179
SignatureFD
Georgia
$1.12M +$476K +18,810 +74%
B
180
Bailard
California
$1.11M +$4.15K +164 +0.4%
MML Investors Services
181
MML Investors Services
Massachusetts
$1.1M +$62K +2,452 +6%
CWM
182
Confluence Wealth Management
Oregon
$1.1M -$1.88M -74,282 -63%
SWM
183
Stockman Wealth Management
Montana
$1.05M -$145K -5,730 -12%
RA
184
Rational Advisors
New York
$996K +$9.15K +362 +0.9%
SCA
185
Strategic Capital Advisers
Colorado
$979K +$14.5K +572 +1%
LCM
186
Leisure Capital Management
California
$971K +$971K +38,392 New
RF
187
RHS Financial
California
$963K +$963K +38,054 New
DIS
188
Diversified Investment Strategies
Louisiana
$957K -$1.29M -51,146 -57%
CIAS
189
Capital Investment Advisory Services
North Carolina
$938K +$90.2K +3,566 +11%
Mirae Asset Global Investments
190
Mirae Asset Global Investments
South Korea
$936K +$936K +37,000 New
SC
191
Slow Capital
California
$929K +$6.68K +264 +0.7%
GLLW
192
Graves Light Lenhart Wealth
Virginia
$928K +$928K +36,670 New
Koshinski Asset Management
193
Koshinski Asset Management
Illinois
$923K +$83.1K +3,284 +10%
CWM
194
Cabot Wealth Management
Massachusetts
$880K -$261K -10,318 -23%
Deutsche Bank
195
Deutsche Bank
Germany
$880K +$817K +32,318 +1,292%
MF
196
Manchester Financial
California
$863K +$863K +34,120 New
WIC
197
Whitegate Investment Counselors
New Hampshire
$803K +$15.4K +610 +2%
WF
198
WealthTrust Fairport
Ohio
$783K +$33.7K +1,332 +4%
AACR
199
ACR Alpine Capital Research
Missouri
$782K -$65.6K -2,592 -8%
FWM
200
Focused Wealth Management
New York
$764K +$594K +23,476 +349%
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