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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.

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
1
Charles Schwab
California
$235M
2
TCM
2
Towercrest Capital Management
Pennsylvania
$18.4M
3
OIA
3
OneDigital Investment Advisors
Kansas
$32.7M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$16.6M
5
SFPM
5
Sensible Financial Planning & Management
Massachusetts
$69.7M

Top Sellers

1
DWM
1
Destination Wealth Management
California
$5.23M
2
LPL Financial
2
LPL Financial
California
$1.07M
3
LA
3
LVW Advisors
New York
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
BWP
5
BSW Wealth Partners
Colorado
$9.38M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$235M 4,642,003 +500,837 +12%
MFRM
2
Milliman Financial Risk Management
Illinois
$177M 3,501,157 +18,025 +0.5%
APP
3
Avantax Planning Partners
Iowa
$123M 2,420,952 +97,282 +4%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$118M 2,334,885 +185,234 +9%
Financial Engines Advisors
5
Financial Engines Advisors
California
$75.1M 1,482,855 -23,379 -2%
SFPM
6
Sensible Financial Planning & Management
Massachusetts
$69.7M 1,375,913 +213,684 +18%
Ameriprise
7
Ameriprise
Minnesota
$60.4M 1,193,628 +172,542 +17%
CW
8
CreativeOne Wealth
Kansas
$41.4M 816,951 +144,321 +21%
LYV
9
Live Your Vision
Pennsylvania
$35.6M 702,769 -24,540 -3%
KF
10
Krilogy Financial
Missouri
$32.9M 649,764 +24,071 +4%
UCFA
11
United Capital Financial Advisors
Texas
$32.8M 647,722 +10,023 +2%
OIA
12
OneDigital Investment Advisors
Kansas
$32.7M 645,934 +232,640 +56%
TIM
13
Total Investment Management
Arizona
$30.6M 604,674 +26,506 +5%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$28.1M 554,720 +78,761 +17%
HighTower Advisors
15
HighTower Advisors
Illinois
$25.3M 499,488 +27,443 +6%
DFIG
16
Dragon Financial & Investment Group
California
$21.4M 422,337 +567 +0.1%
ML
17
McAdam LLC
Pennsylvania
$21.2M 419,559 +45,200 +12%
Mariner
18
Mariner
Kansas
$21M 415,431 -1,674 -0.4%
FWM
19
Frontier Wealth Management
Missouri
$20.4M 403,150 +69,296 +21%
AA
20
Ancora Advisors
Ohio
$20M 395,189 -30,035 -7%
KBFS
21
Kohmann Bosshard Financial Services
Ohio
$18.5M 364,885 +18,715 +5%
AWMG
22
Alliance Wealth Management Group
New Jersey
$18.4M 364,203 -87,029 -19%
TCM
23
Towercrest Capital Management
Pennsylvania
$18.4M 364,203 +364,203 New
CHA
24
Cooper/Haims Advisors
New York
$18.4M 363,522 +29,921 +9%
BWA
25
BlueSky Wealth Advisors
North Carolina
$17M 336,621 -5,885 -2%
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