SCHZ icon

Schwab US Aggregate Bond ETF

253 hedge funds and large institutions have $1.36B invested in Schwab US Aggregate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 148 increasing their positions, 60 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+7
Holders Change %
+2.85%
% of All Funds
6.32%
Holding in Top 10
33
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.79%
% of All Funds
0.82%
New
23
Increased
148
Reduced
60
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MIM
226
Macroview Investment Management
Maryland
$80K
CJA
227
C-J Advisory
California
$79K
AFNAS
228
American Financial Network Advisory Services
California
$79K +$79K +3,008 New
EWM
229
Evercore Wealth Management
New York
$76K -$7.04K -268 -8%
Fifth Third Bancorp
230
Fifth Third Bancorp
Ohio
$60K
WA
231
Winfield Associates
Ohio
$53K
CCM
232
Covington Capital Management
California
$52K +$52K +1,968 New
SJIM
233
St. Johns Investment Management
Florida
$50K +$2.45K +94 +5%
SQA
234
Simon Quick Advisors
New Jersey
$45K +$10.7K +408 +31%
PO
235
Private Ocean
California
$37K +$210 +8 +0.6%
PA
236
Parallel Advisors
California
$33K -$51.2K -1,974 -61%
WCG
237
Wall Capital Group
Arizona
$28K
BC
238
Barnett & Company
Tennessee
$28K
EA
239
Edge Advisors
Georgia
$22K -$6.03K -238 -22%
NFG
240
Next Financial Group
Texas
$20K
SWA
241
Sutton Wealth Advisors
Florida
$18.9K -$1.57K -60 -8%
GRP
242
Global Retirement Partners
California
$18K +$2.05K +80 +13%
MCIA
243
Mountain Capital Investment Advisors
Colorado
$16K +$102 +4 +0.6%
NIC
244
Northwest Investment Counselors
Oregon
$16K +$6.15K +236 +62%
NC
245
NewSquare Capital
Pennsylvania
$13K
YWP
246
YorkBridge Wealth Partners
New York
$9K
CPIG
247
Chicago Partners Investment Group
Illinois
$7K -$6.84K -258 -49%
VFA
248
Valeo Financial Advisors
Indiana
$6K +$6K +236 New
HCM
249
Horrell Capital Management
Arkansas
$5K -$1.84K -64 -27%
BF
250
BOK Financial
Oklahoma
$3K +$3K +120 New