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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

44 hedge funds and large institutions have $62.1M invested in Schwab US Aggregate Bond ETF in 2013 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 7 closing their positions.

Holders
44
Holders Change
+4
Holders Change %
+10%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
18
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HSA
1
HBK Sorce Advisory
Pennsylvania
$4.81M
2
EWA
2
EP Wealth Advisors
California
$1.99M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.36M
4
EWM
4
Empirical Wealth Management
Washington
$2.63M
5
U
5
UBS
Switzerland
$885K

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$0
2
BSW
2
Buckingham Strategic Wealth
Missouri
$795K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$8.69M
4
AI
4
Atria Investments
North Carolina
$2.28M
5
RIA
5
Regal Investment Advisors
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$521K 20,706 +15,876 +329%
Bank of America
27
Bank of America
North Carolina
$455K 18,112 +3,054 +20%
ACM
28
Avalon Capital Management
California
$394K 15,686 +15,686 New
BCI
29
Brinker Capital Investments
Pennsylvania
$370K 14,706 +7,874 +115%
AIM
30
Aspen Investment Management
Michigan
$362K 14,400 -1,340 -9%
PFA
31
Pure Financial Advisors
California
$354K 14,066 +3,928 +39%
FF
32
Friedenthal Financial
New Jersey
$349K 13,888 +13,888 New
CAM
33
Cubic Asset Management
Massachusetts
$280K 11,150 – –
SGAM
34
Steinberg Global Asset Management
Florida
$232K 9,220 -138 -1%
PFG
35
Piershale Financial Group
Illinois
$138K 5,476 +5,476 New
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$93K 3,682 +3,092 +524%
AA
37
Apriem Advisors
California
$54K 2,130 -320 -13%
AIG
38
American International Group
New York
$50.3K 2,000 – –
MFS
39
MSI Financial Services
Massachusetts
$32K 1,256 +1,256 New
CDIA
40
Capital Directions Investment Advisors
Georgia
$27K 1,062 -1,710 -62%
VIA
41
Vantage Investment Advisors
Pennsylvania
$21K 824 +824 New
Ameriprise
42
Ameriprise
Minnesota
$20K 776 – –
MA
43
MCF Advisors
Kentucky
$2K 82 -14 -15%
EMA
44
Efficient Market Advisors
California
$2K 62 +62 New
UCFA
45
United Capital Financial Advisors
Texas
– – -205,036 Closed
RIA
46
Regal Investment Advisors
Michigan
– – -14,928 Closed
VWM
47
Vector Wealth Management
Minnesota
– – -12,662 Closed
TF
48
Trutina Financial
Washington
– – -1,220 Closed
TIM
49
Tortoise Investment Management
New York
– – -820 Closed
HR
50
Howe & Rusling
New York
– – -360 Closed
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