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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.

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 %
EA
301
Edge Advisors
Georgia
$22K +$151 +6 +0.7%
KJWM
302
Kiley Juergens Wealth Management
Washington
$20K +$20K +774 New
VFA
303
Valeo Financial Advisors
Indiana
$18K +$12K +468 +198%
SWA
304
Sutton Wealth Advisors
Florida
$16.8K -$1.98K -76 -11%
NC
305
NewSquare Capital
Pennsylvania
$13K – – –
YWP
306
YorkBridge Wealth Partners
New York
$9K – – –
MPPLM
307
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$9K +$9K +336 New
SC
308
Slow Capital
California
$8K +$8K +316 New
CPIG
309
Chicago Partners Investment Group
Illinois
$7K +$53 +2 +0.8%
HCM
310
Horrell Capital Management
Arkansas
$5K – – –
ADL
311
Asset Dedication LLC
California
$4K +$4K +172 New
Barclays
312
Barclays
United Kingdom
$3K +$3K +100 New
CDIA
313
Capital Directions Investment Advisors
Georgia
$3K +$3K +116 New
SJIM
314
St. Johns Investment Management
Florida
$2K -$38.9K -1,826 -95%
BWM
315
Baystate Wealth Management
Massachusetts
$2K – – –
SHJ
316
Sharkey, Howes & Javer
Colorado
$2K +$2K +70 New
TL
317
TrueWealth LLC
Georgia
$1K +$1K +32 New
KFA
318
Kabarec Financial Advisors
Illinois
$1K +$1K +40 New
BCP
319
Blackhawk Capital Partners
Wisconsin
$1K +$1K +52 New
PFA
320
Pure Financial Advisors
California
– -$1.06M -40,384 Closed
CAM
321
Cubic Asset Management
Massachusetts
– -$441K -16,850 Closed
KFA
322
Kelleher Financial Advisors
New York
– -$313K -11,992 Closed
OAM
323
Oxford Asset Management
United Kingdom
– -$296K -11,290 Closed
AIM
324
Aspen Investment Management
Michigan
– -$209K -8,000 Closed
NFG
325
Next Financial Group
Texas
– -$20K -768 Closed
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13
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