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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

68 hedge funds and large institutions have $83.2M invested in Schwab US Aggregate Bond ETF in 2014 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 27 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+12
Holders Change %
+21.43%
% of All Funds
1.96%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
21
Increased
27
Reduced
13
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWM
1
SVA Wealth Management
Wisconsin
$5.86M
2
PA
2
Planning Alternatives
Michigan
$3.38M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.5M
4
LYV
4
Live Your Vision
Pennsylvania
$3.47M
5
UCFA
5
United Capital Financial Advisors
Texas
$8.52M

Top Sellers

1
OCM
1
One Capital Management
California
$0
2
VKH
2
Virtu KCG Holdings
New York
$0
3
Jane Street
3
Jane Street
New York
$0
4
PFG
4
Piershale Financial Group
Illinois
$4K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
26
Concert Wealth Management
California
$765K +$765K +30,172 New
BL
27
BCWM LLC
Kansas
$704K -$30.9K -1,192 -4%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$677K +$677K +26,094 New
FF
29
Friedenthal Financial
New Jersey
$553K +$25.1K +968 +5%
BCI
30
Brinker Capital Investments
Pennsylvania
$539K +$68.1K +2,626 +14%
Mariner
31
Mariner
Kansas
$498K +$498K +19,196 New
BSW
32
Buckingham Strategic Wealth
Missouri
$484K -$129K -4,966 -21%
Bank of America
33
Bank of America
North Carolina
$465K -$37K -1,426 -7%
AIM
34
Aspen Investment Management
Michigan
$407K +$32.7K +1,260 +9%
PWM
35
Perigon Wealth Management
California
$391K +$147K +5,664 +60%
HR
36
Howe & Rusling
New York
$374K +$218K +8,400 +140%
PFA
37
Pure Financial Advisors
California
$372K -$12.5K -482 -3%
TCM
38
Tuttle Capital Management
Connecticut
$349K -$120K -4,638 -26%
CAM
39
Cubic Asset Management
Massachusetts
$332K +$16.9K +650 +5%
JFG
40
JMG Financial Group
Illinois
$331K +$331K +12,742 New
AF
41
Allworth Financial
California
$282K +$282K +10,876 New
AG
42
Appleton Group
Wisconsin
$268K +$13.8K +532 +5%
GC
43
Garde Capital
Washington
$261K +$261K +10,066 New
BFPW
44
BOK Financial Private Wealth
Colorado
$237K +$18.9K +728 +9%
Wells Fargo
45
Wells Fargo
California
$184K +$184K +7,074 New
TIM
46
Tortoise Investment Management
New York
$145K +$58.1K +2,230 +67%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$132K -$6.79K -262 -5%
WCM
48
Wealthcare Capital Management
Virginia
$115K – – –
AIG
49
American International Group
New York
$51.9K – – –
JWA
50
JFS Wealth Advisors
Pennsylvania
$51K +$51K +1,948 New
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