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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 %
FAIM
201
Financial Advocates Investment Management
Washington
$726K +$51.5K +2,036 +8%
AWM
202
Avior Wealth Management
Nebraska
$712K +$14.7K +582 +2%
BFM
203
Broadview Financial Management
Wisconsin
$711K +$20.7K +818 +3%
LIM
204
Lathrop Investment Management
Arkansas
$711K +$711K +28,106 New
DW
205
Domani Wealth
Pennsylvania
$695K -$1.52M -60,194 -69%
LFS
206
Lutz Financial Services
Nebraska
$693K +$693K +27,400 New
DP
207
DDD Partners
Washington
$688K +$51.8K +2,050 +8%
REMPR
208
Roof Eidam Maycock Peralta (REMP)
California
$687K -$41K -1,620 -6%
HCM
209
Hengehold Capital Management
Ohio
$686K +$356K +14,076 +108%
FNC
210
First National Corp
Massachusetts
$685K +$685K +27,098 New
AP
211
Appleton Partners
Massachusetts
$676K +$676K +26,726 New
BPA
212
Beacon Pointe Advisors
California
$673K +$673K +26,520 New
SAM
213
Summit Asset Management
Tennessee
$668K -$9.34M -368,876 -93%
BWA
214
Burt Wealth Advisors
Maryland
$663K +$2.93K +116 +0.4%
SS
215
Simplicity Solutions
Minnesota
$652K -$488K -19,260 -43%
Cetera Investment Advisers
216
Cetera Investment Advisers
Illinois
$647K -$57.2K -2,264 -8%
CFD
217
Creative Financial Designs
Indiana
$616K -$238K -9,406 -28%
Commonwealth Equity Services
218
Commonwealth Equity Services
Massachusetts
$596K +$596K +23,578 New
SFG
219
StrategIQ Financial Group
Indiana
$593K -$10.6K -418 -2%
W
220
Wealthquest
Ohio
$585K +$585K +23,130 New
BCP
221
Blue Chip Partners
Michigan
$579K +$5.41K +214 +0.9%
CFGS
222
Concourse Financial Group Securities
Alabama
$579K +$579K +22,918 New
CIC
223
Carnegie Investment Counsel
Ohio
$557K -$381K -15,056 -41%
3C
224
361 Capital
Colorado
$551K +$5.76K +228 +1%
WCWM
225
Willow Creek Wealth Management
California
$549K +$4.91K +194 +0.9%
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9
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