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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 %
RW
201
REDW Wealth
New Mexico
$515K -$44.5K -1,768 -8%
CMBA
202
C.M. Bidwell & Associates
Hawaii
$504K -$32.5K -1,292 -6%
PS
203
Portfolio Solutions
Michigan
$503K -$888K -35,438 -64%
KFA
204
Kays Financial Advisory
Georgia
$485K +$485K +19,302 New
PAG
205
Private Advisor Group
New Jersey
$471K +$126K +5,022 +37%
AFS
206
Access Financial Services
Minnesota
$468K -$2.51K -100 -0.5%
MWAC
207
Mariner Wealth Advisors (Cincinnati)
Ohio
$465K +$14K +558 +3%
FLA
208
Financial Life Advisors
Texas
$462K – – –
PEA
209
Pacific Edge Advisors
California
$433K +$2.51K +100 +0.6%
H
210
HoyleCohen
California
$421K +$1.76K +70 +0.4%
AF
211
Allworth Financial
California
$420K -$503 -20 -0.1%
SA
212
SRH Advisors
Kansas
$417K – – –
OMC
213
Old Mission Capital
Illinois
$413K +$413K +16,430 New
TFA
214
Toth Financial Advisory
Virginia
$402K +$115K +4,598 +40%
FAM
215
Foothills Asset Management
Arizona
$392K -$38K -1,514 -9%
BJL
216
Brighton Jones LLC
Washington
$389K +$1.56K +62 +0.4%
LAIC
217
Lederer & Associates Investment Counsel
California
$381K +$2.46K +98 +0.6%
Royal Bank of Canada
218
Royal Bank of Canada
Ontario, Canada
$377K +$199K +7,900 +111%
BNP Paribas Financial Markets
219
BNP Paribas Financial Markets
France
$376K +$61.1K +2,432 +19%
GP
220
Girard Partners
Pennsylvania
$375K +$28.3K +1,128 +8%
PWM
221
Perigon Wealth Management
California
$357K -$314K -12,484 -47%
DAS
222
Dynamic Advisor Solutions
Arizona
$338K +$14.6K +582 +5%
WWM
223
Wagner Wealth Management
South Carolina
$333K -$78.8K -3,140 -19%
AC
224
Alley Company
Illinois
$329K +$31K +1,234 +10%
HCM
225
Hengehold Capital Management
Ohio
$327K -$28.2K -1,126 -8%
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