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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

321 hedge funds and large institutions have $1.7B invested in Schwab US Aggregate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 156 increasing their positions, 62 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
+68
Holders Change %
+26.88%
% of All Funds
7.29%
Holding in Top 10
43
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+30.3%
% of All Funds
0.98%
New
77
Increased
156
Reduced
62
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$166M
2
DWM
2
Destination Wealth Management
California
$30.7M
3
Jane Street
3
Jane Street
New York
$29.8M
4
Mariner
4
Mariner
Kansas
$19.5M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$90.5M

Top Sellers

1
AA
1
Apriem Advisors
California
$7.11M
2
AWMG
2
Alliance Wealth Management Group
New Jersey
$23.1M
3
Ameriprise
3
Ameriprise
Minnesota
$42.8M
4
AL
4
Aspiriant LLC
California
$1.11M
5
Morgan Stanley
5
Morgan Stanley
New York
$7.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
FM
226
Foster & Motley
Ohio
$340K +$6.97K +268 +2%
AIA
227
Arcadia Investment Advisors
Idaho
$335K +$335K +12,868 New
AG
228
Advisor Group
Arizona
$325K +$55.6K +2,134 +21%
MWM
229
Mission Wealth Management
California
$315K +$315K +12,090 New
AWA
230
Acorn Wealth Advisors
Michigan
$314K +$314K +12,108 New
NDSI
231
Newman Dignan & Sheerar Inc
Rhode Island
$307K +$54.3K +2,086 +21%
JWA
232
JFS Wealth Advisors
Pennsylvania
$293K +$138K +5,312 +89%
CL
233
Choreo LLC
Illinois
$286K +$157 +6 +0.1%
RPA
234
Rock Point Advisors
Vermont
$284K +$5.73K +220 +2%
ACA
235
Ackerman Capital Advisors
Texas
$283K +$283K +10,828 New
FPCG
236
Fort Pitt Capital Group
Pennsylvania
$282K +$282K +10,828 New
TFA
237
Toth Financial Advisory
Virginia
$281K +$281K +10,784 New
VF
238
Virtu Financial
New York
$275K -$440K -16,922 -62%
GI
239
GS Investments
Minnesota
$275K +$38.3K +1,472 +16%
RCA
240
Rowland Carmichael Advisors
Arizona
$267K +$12.1K +466 +5%
MCM
241
Maple Capital Management
Vermont
$262K +$4.84K +186 +2%
BJL
242
Brighton Jones LLC
Washington
$259K +$990 +38 +0.4%
UB
243
UMB Bank
Missouri
$257K – – –
AC
244
Alley Company
Illinois
$252K +$10.2K +394 +4%
PA
245
Paracle Advisors
Washington
$243K -$44.2K -1,702 -15%
HCA
246
Horan Capital Advisors
Ohio
$237K -$6.52K -250 -3%
KFA
247
Kays Financial Advisory
Georgia
$237K +$10.1K +390 +4%
KM
248
Kalos Management
Georgia
$233K +$233K +9,188 New
EHC
249
Everett Harris & Co
California
$232K +$26.1K +1,000 +13%
CA
250
Cambridge Advisors
Nebraska
$230K +$52 +2 +0%
8 9
10
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