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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

116 hedge funds and large institutions have $361M invested in Schwab US Aggregate Bond ETF in 2015 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 30 reducing their positions, and 9 closing their positions.

Holders
116
Holders Change
+11
Holders Change %
+10.48%
% of All Funds
3.09%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.24%
New
20
Increased
52
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$19M
2
SFPM
2
Sensible Financial Planning & Management
Massachusetts
$27.5M
3
UCFA
3
United Capital Financial Advisors
Texas
$49.9M
4
TAT
4
TD Ameritrade Trust
Colorado
$7.22M
5
OAJ
5
Ogorek Anthony Joseph
New York
$23.8M

Top Sellers

1
TCM
1
Tuttle Capital Management
Connecticut
$0
2
HB
2
Homrich & Berg
Georgia
$2.59M
3
FC
3
Financial Consulate
Maryland
$976K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.66M
5
SGS
5
Sterling Global Strategies
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
OCM
26
One Capital Management
California
$3.47M 65,652 +2,571 +4%
LIM
27
Leavell Investment Management
Alabama
$3.32M 62,795 +38,758 +161%
F
28
FutureAdvisor
California
$3.17M 59,885 +47,587 +387%
FWM
29
Frontier Wealth Management
Missouri
$3.13M 59,092 +40 +0.1%
HB
30
Homrich & Berg
Georgia
$2.59M 48,929 -58,979 -55%
SFS
31
Summit Financial Strategies
Ohio
$2.58M 48,736 +1,935 +4%
CWM
32
Cabot Wealth Management
Massachusetts
$2.12M 39,967 +39,967 New
LFA
33
Landmark Financial Advisors
Kentucky
$2.11M 39,964 +2,191 +6%
PMG
34
ProVise Management Group
Florida
$1.96M 37,092 -3,313 -8%
FI
35
FormulaFolio Investments
Michigan
$1.96M 37,029 +5,612 +18%
AIM
36
AMI Investment Management
Indiana
$1.94M 36,669 +28,763 +364%
WA
37
Waverly Advisors
Alabama
$1.74M 32,862 +110 +0.3%
SAM
38
Summit Asset Management
Tennessee
$1.73M 32,721 +2,271 +7%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$1.66M 31,297 -29,178 -48%
MAS
40
Madden Advisory Services
Florida
$1.56M 29,491 -1,795 -6%
FF
41
Friedenthal Financial
New Jersey
$1.51M 28,563 +433 +2%
PAG
42
Pinnacle Advisory Group
Maryland
$1.5M 28,360 +28,360 New
Ameriprise
43
Ameriprise
Minnesota
$1.43M 26,748 -11,678 -30%
VV
44
Valentine Ventures
Oregon
$1.25M 23,709 -214 -0.9%
Mariner
45
Mariner
Kansas
$1.25M 23,707 +12,873 +119%
NPC
46
National Planning Corporation
California
$1.24M 23,754 +23,754 New
MAM
47
Marquette Asset Management
Minnesota
$1.19M 22,442 +155 +0.7%
VNA
48
Valley National Advisers
Pennsylvania
$1.11M 20,938 +18,078 +632%
FC
49
Financial Consulate
Maryland
$976K 18,443 -34,457 -65%
PWM
50
Perigon Wealth Management
California
$955K 18,056 -839 -4%
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