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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

246 hedge funds and large institutions have $1.16B invested in Schwab US Aggregate Bond ETF in 2017 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 124 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
+17
Holders Change %
+7.42%
% of All Funds
6.14%
Holding in Top 10
29
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.72%
New
36
Increased
124
Reduced
63
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APP
1
Avantax Planning Partners
Iowa
$110M
2
Charles Schwab
2
Charles Schwab
California
$114M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$72.4M
4
Bank of America
4
Bank of America
North Carolina
$24.7M
5
AA
5
Apriem Advisors
California
$9.77M

Top Sellers

1
AFS
1
Access Financial Services
Minnesota
$10.3M
2
RW
2
Rand Wealth
Maryland
$0
3
JWA
3
JFS Wealth Advisors
Pennsylvania
$43K
4
BC
4
Brinker Capital
Pennsylvania
$13.5M
5
SFA
5
Sequoia Financial Advisors
Ohio
$6.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
EA
226
Edge Advisors
Georgia
$28K +$203 +8 +0.7%
WCG
227
Wall Capital Group
Arizona
$28K +$2.03K +78 +8%
BC
228
Barnett & Company
Tennessee
$27K -$320K -12,470 -92%
GWM
229
Geneos Wealth Management
Colorado
$24K +$24K +920 New
SWA
230
Sutton Wealth Advisors
Florida
$20.4K +$471 +18 +2%
NFG
231
Next Financial Group
Texas
$20K – – –
BBPWM
232
Blue Bell Private Wealth Management
Pennsylvania
$18K +$18K +696 New
TIM
233
Tortoise Investment Management
New York
$16K +$15K +580 +1,450%
GRP
234
Global Retirement Partners
California
$16K +$16K +622 New
MCIA
235
Mountain Capital Investment Advisors
Colorado
$16K +$16K +626 New
CPIG
236
Chicago Partners Investment Group
Illinois
$14K +$14K +522 New
NC
237
NewSquare Capital
Pennsylvania
$13K – – –
NIC
238
Northwest Investment Counselors
Oregon
$10K +$10K +378 New
YWP
239
YorkBridge Wealth Partners
New York
$9K – – –
ACM
240
AlphaStar Capital Management
North Carolina
$8K +$8K +332 New
HCM
241
Horrell Capital Management
Arkansas
$6K – – –
GBBWRPM
242
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$4K -$3.5K -140 -47%
VWA
243
V Wealth Advisors
Kansas
$3K +$3K +100 New
BWM
244
Baystate Wealth Management
Massachusetts
$2K +$2K +60 New
TWA
245
TCI Wealth Advisors
Arizona
$1K +$1K +50 New
RW
246
Rand Wealth
Maryland
– -$6.5M -251,040 Closed
Susquehanna International Group
247
Susquehanna International Group
Pennsylvania
– -$1.37M -52,884 Closed
AWM
248
Avior Wealth Management
Nebraska
– -$1.02M -39,516 Closed
PAG
249
Private Advisor Group
New Jersey
– -$735K -28,378 Closed
FTUS
250
Flow Traders U.S.
New York
– -$653K -25,222 Closed
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