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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 %
Charles Schwab
1
Charles Schwab
California
$284M +$23.5M +927,984 +9%
MFRM
2
Milliman Financial Risk Management
Illinois
$170M +$21.1M +832,530 +14%
Financial Engines Advisors
3
Financial Engines Advisors
California
$166M +$51.8M +1,965,114 +45%
DWM
4
Destination Wealth Management
California
$129M +$122M +4,807,480 +1,714%
APP
5
Avantax Planning Partners
Iowa
$109M -$21.8M -862,548 -17%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$105M -$21.6M -852,202 -17%
Ameriprise
7
Ameriprise
Minnesota
$88M +$19.1M +755,256 +28%
SFPM
8
Sensible Financial Planning & Management
Massachusetts
$60.6M -$15.5M -614,348 -20%
CW
9
CreativeOne Wealth
Kansas
$51.6M +$6.08M +240,320 +13%
LYV
10
Live Your Vision
Pennsylvania
$50.9M +$14.4M +567,614 +39%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$34.9M +$5.27M +208,468 +18%
KF
12
Krilogy Financial
Missouri
$30.2M -$4.45M -175,800 -13%
UCFA
13
United Capital Financial Advisors
Texas
$29.9M +$942K +37,228 +3%
CHA
14
Cooper/Haims Advisors
New York
$24.1M +$2.62M +103,760 +12%
TWP
15
Total Wealth Planning
Ohio
$23.8M +$23.8M +941,160 New
CCWA
16
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$23.5M +$7.6M +300,438 +48%
FWM
17
Frontier Wealth Management
Missouri
$23.5M +$2.38M +94,190 +11%
ML
18
McAdam LLC
Pennsylvania
$21M -$1.07M -42,418 -5%
Mariner
19
Mariner
Kansas
$20M +$1.49M +58,736 +8%
OIA
20
OneDigital Investment Advisors
Kansas
$19.5M -$14.5M -574,022 -43%
AA
21
Ancora Advisors
Ohio
$19.5M -$1.06M -41,860 -5%
AWMG
22
Alliance Wealth Management Group
New Jersey
$19.4M -$632K -24,990 -3%
TCM
23
Towercrest Capital Management
Pennsylvania
$19.4M -$632K -24,990 -3%
Creative Planning
24
Creative Planning
Kansas
$18.5M +$1.47M +58,042 +9%
TIM
25
Total Investment Management
Arizona
$17.2M -$14M -552,768 -45%
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