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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

131 hedge funds and large institutions have $467M invested in Schwab US Aggregate Bond ETF in 2015 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 40 reducing their positions, and 9 closing their positions.

Holders
131
Holders Change
+11
Holders Change %
+9.17%
% of All Funds
3.66%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.42%
New
21
Increased
54
Reduced
40
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RW
1
Rand Wealth
Maryland
$11.7M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$8.32M
3
SFPM
3
Sensible Financial Planning & Management
Massachusetts
$44.2M
4
TAT
4
TD Ameritrade Trust
Colorado
$12.3M
5
CC
5
Callan Capital
California
$4.18M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$884K
2
AA
2
Apriem Advisors
California
$914K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.5M
4
OCM
4
One Capital Management
California
$0
5
NPC
5
National Planning Corporation
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BSB
26
Bangor Savings Bank
Maine
$4.1M 157,374 -658 -0.4%
EWM
27
Empirical Wealth Management
Washington
$3.95M 151,356 +4,458 +3%
FC
28
Financial Consulate
Maryland
$3.86M 147,856 +118,640 +406%
PTCG
29
Pring Turner Capital Group
California
$3.71M 142,110 -2,618 -2%
FF
30
Friedenthal Financial
New Jersey
$3.12M 119,602 +60,652 +103%
SAM
31
Summit Asset Management
Tennessee
$2.98M 114,446 +596 +0.5%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$2.98M 114,384 +92,866 +432%
FWM
33
Frontier Wealth Management
Missouri
$2.85M 109,280 -5,590 -5%
LIM
34
Leavell Investment Management
Alabama
$2.81M 107,668 +762 +0.7%
CWM
35
Concert Wealth Management
California
$2.74M 105,008 +7,644 +8%
Ameriprise
36
Ameriprise
Minnesota
$2.56M 98,500 +24,274 +33%
SFS
37
Summit Financial Strategies
Ohio
$2.5M 96,010 -848 -0.9%
FANJ
38
Financial Architects (New Jersey)
New Jersey
$2.39M 91,844 +49,528 +117%
LFA
39
Landmark Financial Advisors
Kentucky
$2.27M 87,126 -96 -0.1%
TF
40
Trutina Financial
Washington
$2.22M 85,270 +452 +0.5%
AIM
41
AMI Investment Management
Indiana
$2.14M 81,884 -1,224 -1%
WA
42
Waverly Advisors
Alabama
$1.82M 69,738 -3,722 -5%
PMG
43
ProVise Management Group
Florida
$1.72M 66,038 -16,320 -20%
HB
44
Homrich & Berg
Georgia
$1.71M 65,740 -20,320 -24%
SAM
45
Stringer Asset Management
Tennessee
$1.63M 62,508 +18,718 +43%
PWM
46
Perigon Wealth Management
California
$1.53M 58,500 +3,154 +6%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$1.5M 57,334 -170,590 -75%
HP
48
HT Partners
Connecticut
$1.49M 57,170 -100,842 -64%
MAM
49
Marquette Asset Management
Minnesota
$1.43M 54,686 +2,774 +5%
MAS
50
Madden Advisory Services
Florida
$1.36M 52,232 -990 -2%
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