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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

396 hedge funds and large institutions have $2.38B invested in Schwab US Aggregate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 181 increasing their positions, 126 reducing their positions, and 26 closing their positions.

Holders
396
Holders Change
+18
Holders Change %
+4.76%
% of All Funds
8.58%
Holding in Top 10
44
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-20%
% of All Funds
0.95%
New
49
Increased
181
Reduced
126
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$342M
2
AA
2
Apriem Advisors
California
$38.6M
3
APP
3
Avantax Planning Partners
Iowa
$145M
4
Bank of America
4
Bank of America
North Carolina
$37.4M
5
BIA
5
Barry Investment Advisors
Massachusetts
$25.2M

Top Sellers

1
DWM
1
Destination Wealth Management
California
$14.8M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$74.1M
3
CW
3
CreativeOne Wealth
Kansas
$3.98M
4
FWM
4
Frontier Wealth Management
Missouri
$833K
5
HGWM
5
Harvest Group Wealth Management
Massachusetts
$157K
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$342M 6,597,553 +991,658 +18%
MFRM
2
Milliman Financial Risk Management
Illinois
$177M 3,413,142 +43,275 +1%
APP
3
Avantax Planning Partners
Iowa
$145M 2,797,342 +635,214 +29%
Ameriprise
4
Ameriprise
Minnesota
$104M 2,005,990 +267,351 +15%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$98M 1,902,526 -163,480 -8%
Financial Engines Advisors
6
Financial Engines Advisors
California
$74.1M 1,427,744 -1,725,529 -55%
SFPM
7
Sensible Financial Planning & Management
Massachusetts
$65.3M 1,259,300 +62,298 +5%
LYV
8
Live Your Vision
Pennsylvania
$45.5M 884,148 -120,101 -12%
AA
9
Apriem Advisors
California
$38.6M 744,938 +744,938 New
UCFA
10
United Capital Financial Advisors
Texas
$37.7M 727,294 +136,668 +23%
Bank of America
11
Bank of America
North Carolina
$37.4M 721,021 +621,314 +623%
KF
12
Krilogy Financial
Missouri
$33.9M 652,962 +56,118 +9%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$31.9M 615,056 -74,666 -11%
Mariner
14
Mariner
Kansas
$27M 520,964 +124,672 +31%
BIA
15
Barry Investment Advisors
Massachusetts
$25.2M 485,199 +451,089 +1,322%
TWP
16
Total Wealth Planning
Ohio
$24.9M 479,577 +8,997 +2%
TF
17
TimeScale Financial
Massachusetts
$23.8M 457,832 +229,834 +101%
ML
18
McAdam LLC
Pennsylvania
$23M 443,721 +29,003 +7%
CHA
19
Cooper/Haims Advisors
New York
$21.8M 420,884 -56,303 -12%
Creative Planning
20
Creative Planning
Kansas
$21.6M 417,005 +51,795 +14%
AA
21
Ancora Advisors
Ohio
$21.1M 405,894 +21,256 +6%
OIA
22
OneDigital Investment Advisors
Kansas
$20.7M 398,302 +12,916 +3%
AWMG
23
Alliance Wealth Management Group
New Jersey
$19.3M 371,640 -11,588 -3%
TCM
24
Towercrest Capital Management
Pennsylvania
$19.3M 371,640 -11,588 -3%
BWA
25
BlueSky Wealth Advisors
North Carolina
$18.8M 363,906 +48,847 +16%
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