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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 %
BPB
251
Badgley, Phelps & Bell
Washington
$230K +$230K +8,824 New
MWM
252
Meridian Wealth Management
Kentucky
$229K +$986 +38 +0.4%
LWAC
253
Laurel Wealth Advisors (California)
California
$224K +$10.3K +398 +5%
MCM
254
Mengis Capital Management
Oregon
$220K +$364 +14 +0.2%
UAS
255
United Asset Strategies
New York
$214K +$214K +8,228 New
IIC
256
Ironwood Investment Counsel
Arizona
$210K -$130K -5,000 -38%
FAAS
257
First Allied Advisory Services
California
$209K -$6.64K -254 -3%
RBC
258
Roble Belko & Company
Pennsylvania
$207K – – –
BSW
259
Buckingham Strategic Wealth
Missouri
$204K +$204K +7,844 New
BCM
260
Blume Capital Management
California
$203K +$20.8K +800 +11%
NGA
261
Naples Global Advisors
Florida
$202K -$13.6K -520 -6%
RCC
262
Red Cedar Capital
Nebraska
$202K +$202K +7,756 New
AFP
263
Ausdal Financial Partners
Iowa
$200K -$160K -6,158 -44%
LCM
264
Liberty Capital Management
Michigan
$195K -$209K -8,066 -52%
MFT
265
Moisand Fitzgerald Tamayo
Florida
$182K – – –
VNA
266
Valley National Advisers
Pennsylvania
$171K -$16K -614 -9%
PFBT
267
Parkside Financial Bank & Trust
Missouri
$167K – – –
FRA
268
Front Row Advisors
California
$152K +$152K +5,828 New
ASN
269
Advisory Services Network
Georgia
$145K +$38.4K +1,470 +36%
CIR
270
Clear Investment Research
Georgia
$136K – – –
GWM
271
Geneos Wealth Management
Colorado
$123K – – –
CCA
272
Catalyst Capital Advisors
New York
$114K +$114K +4,400 New
CTC
273
Central Trust Company
Missouri
$107K +$107K +4,116 New
APA
274
American Portfolios Advisors
New York
$105K +$105K +4,020 New
DAM
275
Delta Asset Management
Tennessee
$104K – – –
9 10
11
12 13