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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

120 hedge funds and large institutions have $420M invested in Schwab US Aggregate Bond ETF in 2015 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 63 increasing their positions, 25 reducing their positions, and 7 closing their positions.

Holders
120
Holders Change
+4
Holders Change %
+3.45%
% of All Funds
3.24%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
12
Increased
63
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$15.7M
2
SFPM
2
Sensible Financial Planning & Management
Massachusetts
$38.9M
3
UBS Group
3
UBS Group
Switzerland
$11.7M
4
UCFA
4
United Capital Financial Advisors
Texas
$55.7M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$51.9M

Top Sellers

1
SWM
1
SVA Wealth Management
Wisconsin
$0
2
Jane Street
2
Jane Street
New York
$1.27M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$64K
4
PAG
4
Pinnacle Advisory Group
Maryland
$0
5
VKH
5
Virtu KCG Holdings
New York
$223K
Name Market Value Shares Shares
Change 		Shares
Change %
EWM
26
Empirical Wealth Management
Washington
$3.8M 146,898 +796 +0.5%
OCM
27
One Capital Management
California
$3.78M 146,072 +14,768 +11%
PTCG
28
Pring Turner Capital Group
California
$3.74M 144,728 +5,768 +4%
NPC
29
National Planning Corporation
California
$3.06M 117,324 +69,816 +147%
FWM
30
Frontier Wealth Management
Missouri
$2.97M 114,870 -3,314 -3%
SAM
31
Summit Asset Management
Tennessee
$2.95M 113,850 +48,408 +74%
LIM
32
Leavell Investment Management
Alabama
$2.77M 106,906 -18,684 -15%
FI
33
FormulaFolio Investments
Michigan
$2.64M 102,106 +28,048 +38%
CWM
34
Concert Wealth Management
California
$2.52M 97,364 +57,978 +147%
SFS
35
Summit Financial Strategies
Ohio
$2.51M 96,858 -614 -0.6%
LFA
36
Landmark Financial Advisors
Kentucky
$2.26M 87,222 +7,294 +9%
HB
37
Homrich & Berg
Georgia
$2.23M 86,060 -11,798 -12%
TF
38
Trutina Financial
Washington
$2.19M 84,818 +49,108 +138%
AIM
39
AMI Investment Management
Indiana
$2.15M 83,108 +9,770 +13%
PMG
40
ProVise Management Group
Florida
$2.13M 82,358 +8,174 +11%
Ameriprise
41
Ameriprise
Minnesota
$1.92M 74,226 +20,730 +39%
WA
42
Waverly Advisors
Alabama
$1.9M 73,460 +7,736 +12%
FF
43
Friedenthal Financial
New Jersey
$1.53M 58,950 +1,824 +3%
PWM
44
Perigon Wealth Management
California
$1.43M 55,346 +19,234 +53%
MAS
45
Madden Advisory Services
Florida
$1.38M 53,222 -5,760 -10%
MAM
46
Marquette Asset Management
Minnesota
$1.34M 51,912 +7,028 +16%
VV
47
Valentine Ventures
Oregon
$1.3M 50,216 +2,798 +6%
Jane Street
48
Jane Street
New York
$1.27M 49,206 -121,356 -71%
VNA
49
Valley National Advisers
Pennsylvania
$1.22M 47,024 +5,148 +12%
Mariner
50
Mariner
Kansas
$1.15M 44,530 -2,884 -6%
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