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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 %
WCM
276
Wealthcare Capital Management
Virginia
$103K – – –
NSB
277
Norway Savings Bank
Maine
$99K – – –
MSFP
278
Mark Sheptoff Financial Planning
Connecticut
$96K – – –
TIM
279
Tortoise Investment Management
New York
$94K -$20.1K -770 -18%
CJA
280
C-J Advisory
California
$88K +$9.61K +370 +12%
MIM
281
Macroview Investment Management
Maryland
$80K – – –
PG
282
Patten Group
Tennessee
$72K -$39.5K -1,524 -35%
PO
283
Private Ocean
California
$71K +$34.3K +1,320 +93%
EWM
284
Evercore Wealth Management
New York
$68K -$6.94K -268 -9%
GRP
285
Global Retirement Partners
California
$65K +$46.6K +1,780 +254%
DSC
286
Duncker Streett & Co
Missouri
$62K +$62K +2,400 New
PFA
287
Pathway Financial Advisors
Vermont
$61K +$61K +2,354 New
Fifth Third Bancorp
288
Fifth Third Bancorp
Ohio
$60K – – –
PMFA
289
Plante Moran Financial Advisors
Michigan
$58K +$58K +2,248 New
Northwestern Mutual Wealth Management
290
Northwestern Mutual Wealth Management
Wisconsin
$57K -$36K -1,388 -39%
WA
291
Winfield Associates
Ohio
$53K – – –
SQA
292
Simon Quick Advisors
New Jersey
$53K +$8.31K +320 +19%
CCM
293
Covington Capital Management
California
$51K – – –
JPMorgan Chase & Co
294
JPMorgan Chase & Co
New York
$51K +$51K +1,956 New
AOWM
295
Alpha Omega Wealth Management
Virginia
$49K -$51.6K -2,000 -51%
AFNAS
296
American Financial Network Advisory Services
California
$38K -$40.7K -1,556 -52%
PA
297
Parallel Advisors
California
$33K +$206 +8 +0.6%
WCG
298
Wall Capital Group
Arizona
$28K -$104 -4 -0.4%
BC
299
Barnett & Company
Tennessee
$25K -$2.92K -110 -10%
SPI
300
Santori & Peters Inc
Pennsylvania
$23K +$23K +944 New
10 11
12
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