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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

78 hedge funds and large institutions have $175M invested in Schwab US Aggregate Bond ETF in 2014 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+10
Holders Change %
+14.71%
% of All Funds
2.26%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.17%
New
13
Increased
35
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HB
1
Homrich & Berg
Georgia
$17.1M
2
FMT
2
First Mercantile Trust
Tennessee
$16.4M
3
Jane Street
3
Jane Street
New York
$8.02M
4
UCFA
4
United Capital Financial Advisors
Texas
$15.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$13.9M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$52K
2
Morgan Stanley
2
Morgan Stanley
New York
$347K
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$238K
4
PFA
4
Pure Financial Advisors
California
$244K
5
HSA
5
HBK Sorce Advisory
Pennsylvania
$1.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
26
Marquette Asset Management
Minnesota
$1.08M +$4.24K +164 +0.4%
APCM
27
Alaska Permanent Capital Management
Alaska
$1.05M +$155K +6,000 +17%
HSA
28
HBK Sorce Advisory
Pennsylvania
$1.05M -$104K -4,000 -9%
CWM
29
Concert Wealth Management
California
$1.01M +$222K +8,556 +28%
AC
30
Alexandria Capital
Virginia
$905K – – –
PWM
31
Perigon Wealth Management
California
$858K +$468K +18,088 +120%
AF
32
Allworth Financial
California
$833K +$552K +21,308 +196%
FF
33
Friedenthal Financial
New Jersey
$563K +$10.7K +412 +2%
Mariner
34
Mariner
Kansas
$512K +$15K +580 +3%
BCI
35
Brinker Capital Investments
Pennsylvania
$503K -$34.7K -1,340 -6%
SAM
36
Stringer Asset Management
Tennessee
$492K +$454K +17,548 +1,207%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$451K +$451K +17,424 New
Bank of America
38
Bank of America
North Carolina
$433K -$30.7K -1,184 -7%
BSW
39
Buckingham Strategic Wealth
Missouri
$412K -$70.7K -2,732 -15%
AIM
40
Aspen Investment Management
Michigan
$379K -$26.4K -1,020 -7%
HR
41
Howe & Rusling
New York
$374K +$829 +32 +0.2%
TCM
42
Tuttle Capital Management
Connecticut
$368K +$18.3K +710 +5%
Morgan Stanley
43
Morgan Stanley
New York
$347K -$604K -23,320 -64%
JFG
44
JMG Financial Group
Illinois
$333K +$2.8K +108 +0.8%
CAM
45
Cubic Asset Management
Massachusetts
$331K – – –
PI
46
Placemark Investments
Illinois
$327K +$327K +12,646 New
AIM
47
AMI Investment Management
Indiana
$325K +$325K +12,540 New
AG
48
Appleton Group
Wisconsin
$274K +$6.12K +236 +2%
GC
49
Garde Capital
Washington
$272K +$11.1K +428 +4%
PFA
50
Pure Financial Advisors
California
$244K -$127K -4,920 -34%
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