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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.

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
1
Financial Engines Advisors
California
$109M
2
Charles Schwab
2
Charles Schwab
California
$258M
3
AIP
3
Almanack Investment Partners
Pennsylvania
$17.1M
4
HGWM
4
Harvest Group Wealth Management
Massachusetts
$13.7M
5
APP
5
Avantax Planning Partners
Iowa
$130M

Top Sellers

1
MFRM
1
Milliman Financial Risk Management
Illinois
$148M
2
KLI
2
Kelman-Lazarov Inc
Tennessee
$1.15M
3
BA
3
Bristlecone Advisors
Washington
$2.97M
4
HA
4
Harborview Advisors
Maine
$278K
5
UCFA
5
United Capital Financial Advisors
Texas
$28.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$258M 5,141,903 +499,900 +11%
MFRM
2
Milliman Financial Risk Management
Illinois
$148M 2,953,602 -547,555 -16%
APP
3
Avantax Planning Partners
Iowa
$130M 2,593,402 +172,450 +7%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$124M 2,492,107 +157,222 +7%
Financial Engines Advisors
5
Financial Engines Advisors
California
$109M 2,170,716 +687,861 +46%
SFPM
6
Sensible Financial Planning & Management
Massachusetts
$75.6M 1,504,176 +128,263 +9%
Ameriprise
7
Ameriprise
Minnesota
$68.4M 1,361,011 +167,383 +14%
CW
8
CreativeOne Wealth
Kansas
$45.2M 900,215 +83,264 +10%
LYV
9
Live Your Vision
Pennsylvania
$36.2M 720,442 +17,673 +3%
KF
10
Krilogy Financial
Missouri
$34.4M 684,744 +34,980 +5%
OIA
11
OneDigital Investment Advisors
Kansas
$33.8M 672,397 +26,463 +4%
TIM
12
Total Investment Management
Arizona
$30.9M 615,539 +10,865 +2%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$29.4M 585,488 +30,768 +6%
UCFA
14
United Capital Financial Advisors
Texas
$28.7M 572,012 -75,710 -12%
HighTower Advisors
15
HighTower Advisors
Illinois
$25.7M 511,032 +11,544 +2%
ML
16
McAdam LLC
Pennsylvania
$21.9M 435,927 +16,368 +4%
CHA
17
Cooper/Haims Advisors
New York
$21.4M 425,307 +61,785 +17%
FWM
18
Frontier Wealth Management
Missouri
$21M 417,873 +14,723 +4%
KBFS
19
Kohmann Bosshard Financial Services
Ohio
$20.5M 408,848 +43,963 +12%
AA
20
Ancora Advisors
Ohio
$20.4M 405,568 +10,379 +3%
AWMG
21
Alliance Wealth Management Group
New Jersey
$19.9M 395,723 +31,520 +9%
TCM
22
Towercrest Capital Management
Pennsylvania
$19.9M 395,723 +31,520 +9%
DFIG
23
Dragon Financial & Investment Group
California
$19M 379,025 -43,312 -10%
Mariner
24
Mariner
Kansas
$18.4M 366,924 -48,507 -12%
BWA
25
BlueSky Wealth Advisors
North Carolina
$18.1M 363,650 +27,029 +8%
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