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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 %
JWA
201
JFS Wealth Advisors
Pennsylvania
$487K +$199K +7,806 +69%
FLA
202
Financial Life Advisors
Texas
$469K +$47K +1,842 +11%
WWM
203
Wagner Wealth Management
South Carolina
$457K -$25.6K -1,004 -5%
WA
204
WBH Advisory
Maryland
$457K +$33.8K +1,326 +8%
MWAC
205
Mariner Wealth Advisors (Cincinnati)
Ohio
$452K -$138K -5,430 -23%
BFM
206
Broadview Financial Management
Wisconsin
$449K +$94K +3,684 +26%
FA
207
FDx Advisors
Illinois
$447K +$447K +17,508 New
PEA
208
Pacific Edge Advisors
California
$442K +$7.65K +300 +2%
CSIA
209
Charles Schwab Investment Advisory
California
$440K +$440K +17,272 New
FAM
210
Foothills Asset Management
Arizona
$437K -$10.7K -420 -2%
H
211
HoyleCohen
California
$437K +$19.2K +752 +5%
RRC
212
Relaxing Retirement Coach
Massachusetts
$430K -$634K -24,816 -60%
Deutsche Bank
213
Deutsche Bank
Germany
$423K +$423K +16,616 New
SA
214
SRH Advisors
Kansas
$407K – – –
RCG
215
Ruggie Capital Group
Florida
$404K +$404K +15,818 New
ACA
216
Ackerman Capital Advisors
Texas
$387K +$105K +4,026 +37%
LAIC
217
Lederer & Associates Investment Counsel
California
$384K +$10.8K +424 +3%
VDI
218
Vaughan David Investments
Illinois
$380K +$380K +14,884 New
PAG
219
Private Advisor Group
New Jersey
$377K -$9.55K -374 -2%
DIA
220
Denver Investment Advisors
Colorado
$358K -$51 -2 -0%
GP
221
Girard Partners
Pennsylvania
$357K +$8.33K +326 +2%
PWM
222
Perigon Wealth Management
California
$356K -$1.94K -76 -0.5%
BFPW
223
BOK Financial Private Wealth
Colorado
$355K +$3.42K +134 +1%
RA
224
Rational Advisors
New York
$353K +$353K +13,824 New
SWP
225
Stratos Wealth Partners
Ohio
$343K -$29.4K -1,152 -8%
7 8
9
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