SCHZ icon

Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

105 hedge funds and large institutions have $271M invested in Schwab US Aggregate Bond ETF in 2014 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 42 increasing their positions, 16 reducing their positions, and 8 closing their positions.

Holders
105
Holders Change
+27
Holders Change %
+34.62%
% of All Funds
2.8%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.27%
New
36
Increased
42
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UCFA
1
United Capital Financial Advisors
Texas
$42.2M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$40.2M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.17M
4
AA
4
Apriem Advisors
California
$7.28M
5
TCM
5
Tuttle Capital Management
Connecticut
$3.17M

Top Sellers

1
HB
1
Homrich & Berg
Georgia
$5.65M
2
SFPM
2
Sensible Financial Planning & Management
Massachusetts
$14M
3
Jane Street
3
Jane Street
New York
$0
4
RMA
4
Roffman Miller Associates
Pennsylvania
$0
5
APCM
5
Alaska Permanent Capital Management
Alaska
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FC
26
Financial Consulate
Maryland
$2.77M 52,900 +52,900 New
SFS
27
Summit Financial Strategies
Ohio
$2.45M 46,801 +46,801 New
PMG
28
ProVise Management Group
Florida
$2.12M 40,405 +13,388 +50%
Ameriprise
29
Ameriprise
Minnesota
$2.01M 38,426 +38,038 +9,804%
LFA
30
Landmark Financial Advisors
Kentucky
$1.98M 37,773 +37,773 New
WA
31
Waverly Advisors
Alabama
$1.72M 32,752 +1,285 +4%
FI
32
FormulaFolio Investments
Michigan
$1.65M 31,417 +31,417 New
MAS
33
Madden Advisory Services
Florida
$1.64M 31,286 -1,330 -4%
SAM
34
Summit Asset Management
Tennessee
$1.59M 30,450 +30,450 New
CWM
35
Concert Wealth Management
California
$1.48M 28,206 +8,842 +46%
FF
36
Friedenthal Financial
New Jersey
$1.47M 28,130 +17,260 +159%
LIM
37
Leavell Investment Management
Alabama
$1.26M 24,037 +24,037 New
VV
38
Valentine Ventures
Oregon
$1.25M 23,923 +23,923 New
MAM
39
Marquette Asset Management
Minnesota
$1.17M 22,287 +1,455 +7%
PWM
40
Perigon Wealth Management
California
$989K 18,895 +2,316 +14%
AC
41
Alexandria Capital
Virginia
$916K 17,485 – –
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$882K 16,836 +12,235 +266%
UBS Group
43
UBS Group
Switzerland
$841K 16,056 +16,056 New
AF
44
Allworth Financial
California
$833K 15,905 -187 -1%
Bank of America
45
Bank of America
North Carolina
$781K 14,922 +6,562 +78%
HSA
46
HBK Sorce Advisory
Pennsylvania
$780K 14,892 -5,428 -27%
F
47
FutureAdvisor
California
$641K 12,298 +12,298 New
SGS
48
Sterling Global Strategies
California
$633K 12,091 +12,091 New
SAM
49
Stringer Asset Management
Tennessee
$586K 11,187 +1,686 +18%
VKH
50
Virtu KCG Holdings
New York
$579K 11,060 +11,060 New
1
2
3 4 5