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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 %
AFS
201
Access Financial Services
Minnesota
$474K -$125K -4,934 -21%
FLA
202
Financial Life Advisors
Texas
$466K – – –
MWAC
203
Mariner Wealth Advisors (Cincinnati)
Ohio
$455K +$5.73K +226 +1%
PEA
204
Pacific Edge Advisors
California
$434K -$5.06K -200 -1%
FAM
205
Foothills Asset Management
Arizona
$433K – – –
OPA
206
Old Port Advisors
Maine
$432K +$432K +17,074 New
AF
207
Allworth Financial
California
$423K -$97.3K -3,846 -19%
H
208
HoyleCohen
California
$423K -$11K -434 -3%
SA
209
SRH Advisors
Kansas
$421K +$16.9K +666 +4%
WWM
210
Wagner Wealth Management
South Carolina
$415K -$38.6K -1,526 -9%
Deutsche Bank
211
Deutsche Bank
Germany
$411K -$9.21K -364 -2%
PAG
212
Pinnacle Advisory Group
Maryland
$393K -$235K -9,302 -37%
BJL
213
Brighton Jones LLC
Washington
$391K +$134K +5,276 +52%
LAIC
214
Lederer & Associates Investment Counsel
California
$382K +$861 +34 +0.2%
WCM
215
Weik Capital Management
Pennsylvania
$369K +$369K +14,600 New
Bank of New York Mellon
216
Bank of New York Mellon
New York
$362K +$362K +14,286 New
HCM
217
Hengehold Capital Management
Ohio
$359K -$167K -6,584 -32%
SBH
218
Segall Bryant & Hamill
Illinois
$355K +$355K +14,024 New
GP
219
Girard Partners
Pennsylvania
$350K -$3.64K -144 -1%
PA
220
Pinnacle Associates
New York
$350K +$20.3K +800 +6%
PAG
221
Private Advisor Group
New Jersey
$347K -$25.8K -1,020 -7%
Stifel Financial
222
Stifel Financial
Missouri
$341K +$341K +13,460 New
FM
223
Foster & Motley
Ohio
$339K +$11.4K +450 +3%
DAS
224
Dynamic Advisor Solutions
Arizona
$326K +$326K +12,880 New
BNP Paribas Financial Markets
225
BNP Paribas Financial Markets
France
$317K +$117K +4,622 +59%
7 8
9
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