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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 %
Charles Schwab
1
Charles Schwab
California
$211M +$48.3M +1,891,888 +30%
MFRM
2
Milliman Financial Risk Management
Illinois
$178M +$178M +6,966,264 New
APP
3
Avantax Planning Partners
Iowa
$119M +$8.54M +334,688 +8%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$109M +$20.5M +807,926 +23%
Financial Engines Advisors
5
Financial Engines Advisors
California
$76.8M +$11.3M +444,490 +17%
SFPM
6
Sensible Financial Planning & Management
Massachusetts
$59.3M +$1.23M +48,180 +2%
Ameriprise
7
Ameriprise
Minnesota
$52M +$10.1M +396,140 +24%
LYV
8
Live Your Vision
Pennsylvania
$36.8M +$991K +39,158 +3%
CW
9
CreativeOne Wealth
Kansas
$34.3M +$34.3M +1,345,260 New
UCFA
10
United Capital Financial Advisors
Texas
$32.5M +$17.1M +670,486 +111%
KF
11
Krilogy Financial
Missouri
$31.9M +$2.44M +95,672 +8%
TIM
12
Total Investment Management
Arizona
$29.5M +$711K +27,852 +2%
DWM
13
Destination Wealth Management
California
$27.2M -$2.27M -90,796 -8%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$24.3M +$3.86M +151,208 +19%
HighTower Advisors
15
HighTower Advisors
Illinois
$24.1M +$9.89M +387,712 +70%
AWMG
16
Alliance Wealth Management Group
New Jersey
$23M +$333K +13,036 +1%
AA
17
Ancora Advisors
Ohio
$21.7M +$2.75M +107,676 +14%
DFIG
18
Dragon Financial & Investment Group
California
$21.5M -$345K -13,526 -2%
Mariner
19
Mariner
Kansas
$21.3M +$2.14M +83,970 +11%
OIA
20
OneDigital Investment Advisors
Kansas
$21.1M -$6M -235,310 -22%
ML
21
McAdam LLC
Pennsylvania
$19.1M +$5.03M +197,242 +36%
KBFS
22
Kohmann Bosshard Financial Services
Ohio
$17.7M +$2.4M +94,240 +16%
BWA
23
BlueSky Wealth Advisors
North Carolina
$17.5M +$3.66M +143,492 +26%
FAAS
24
First Allied Advisory Services
California
$17.3M +$17.1M +668,632 +8,360%
FWM
25
Frontier Wealth Management
Missouri
$17M +$3.77M +147,802 +28%
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