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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

396 hedge funds and large institutions have $2.38B invested in Schwab US Aggregate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 181 increasing their positions, 126 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+18
Holders Change %
+4.76%
% of All Funds
8.58%
Holding in Top 10
44
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-20%
% of All Funds
0.95%
New
49
Increased
181
Reduced
126
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
$342M
2
AA
Apriem Advisors
California
$38.6M
3
APP
Avantax Planning Partners
Iowa
$145M
4
Bank of America
Bank of America
North Carolina
$37.4M
5
BIA
Barry Investment Advisors
Massachusetts
$25.2M

Top Sellers

1
DWM
Destination Wealth Management
California
$14.8M
2
Financial Engines Advisors
Financial Engines Advisors
California
$74.1M
3
CW
CreativeOne Wealth
Kansas
$3.98M
4
FWM
Frontier Wealth Management
Missouri
$833K
5
HGWM
Harvest Group Wealth Management
Massachusetts
$157K
Name Holding Trade Value Shares
Change 		Shares
Change %
PFM
176
Phillips Financial Management
Indiana
$1.17M -$15.6K -606 -1%
B
177
Bailard
California
$1.13M – – –
SWM
178
Stockman Wealth Management
Montana
$1.11M +$36.3K +1,400 +3%
BAM
179
Baldrige Asset Management
Pennsylvania
$1.08M +$1.08M +41,648 New
FSWA
180
Financial Synergies Wealth Advisors
Texas
$1.04M +$1.04M +39,924 New
EWA
181
EP Wealth Advisors
California
$1.01M -$805K -31,050 -44%
WF
182
WealthTrust Fairport
Ohio
$1M +$201K +7,740 +25%
OCM
183
One Capital Management
California
$1M -$2.95M -113,754 -75%
HB
184
Homrich & Berg
Georgia
$996K -$3.44M -132,648 -78%
S
185
SignatureFD
Georgia
$994K -$153K -5,894 -13%
PA
186
Parallel Advisors
California
$982K +$905K +34,876 +1,173%
BL
187
BCWM LLC
Kansas
$979K +$60.2K +2,320 +7%
GI
188
Gradient Investments
Minnesota
$975K -$369K -14,230 -27%
SFG
189
Sage Financial Group
Pennsylvania
$966K -$492K -18,962 -34%
Mirae Asset Global Investments
190
Mirae Asset Global Investments
South Korea
$960K – – –
AACR
191
ACR Alpine Capital Research
Missouri
$913K +$111K +4,276 +14%
MF
192
Manchester Financial
California
$903K +$17.8K +688 +2%
AG
193
Appleton Group
Wisconsin
$894K +$894K +34,472 New
Baird Financial Group
194
Baird Financial Group
Wisconsin
$891K +$584K +22,530 +190%
RF
195
RHS Financial
California
$859K -$128K -4,928 -13%
WIC
196
Whitegate Investment Counselors
New Hampshire
$844K +$20.4K +788 +2%
FWM
197
Frontier Wealth Management
Missouri
$833K -$23.3M -897,834 -97%
CWM
198
Cabot Wealth Management
Massachusetts
$815K -$87.7K -3,380 -10%
RWM
199
RBA Wealth Management
California
$809K +$809K +31,314 New
MFGP
200
Marshall Financial Group (Pennsylvania)
Pennsylvania
$805K +$406K +15,646 +102%
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8
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