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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

153 hedge funds and large institutions have $540M invested in Schwab US Aggregate Bond ETF in 2015 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 71 increasing their positions, 35 reducing their positions, and 8 closing their positions.

Holders
153
Holders Change
+22
Holders Change %
+16.79%
% of All Funds
4.02%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.47%
New
32
Increased
71
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UCFA
1
United Capital Financial Advisors
Texas
$66.9M
2
BlackRock
2
BlackRock
New York
$7.51M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$59.7M
4
EWA
4
EP Wealth Advisors
California
$4.95M
5
CWM
5
Confluence Wealth Management
Oregon
$5.06M

Top Sellers

1
KF
1
Krilogy Financial
Missouri
$0
2
OAJ
2
Ogorek Anthony Joseph
New York
$18.6M
3
RW
3
Rand Wealth
Maryland
$6.93M
4
FMT
4
First Mercantile Trust
Tennessee
$12.2M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
26
Bartlett & Co
Ohio
$5M +$461K +17,906 +10%
EWA
27
EP Wealth Advisors
California
$4.95M +$4.47M +173,620 +925%
WAM
28
Wealthspire Advisors (Maryland)
Maryland
$4.8M +$4.8M +186,270 New
CMP
29
Courage Miller Partners
Virginia
$4.42M +$304K +11,822 +7%
EWM
30
Empirical Wealth Management
Washington
$4.4M +$503K +19,544 +13%
CC
31
Callan Capital
California
$4.27M +$145K +5,630 +4%
FF
32
Friedenthal Financial
New Jersey
$3.95M +$872K +33,858 +28%
AWM
33
Arbor Wealth Management
Florida
$3.92M +$3.92M +149,588 New
BSB
34
Bangor Savings Bank
Maine
$3.83M -$222K -8,636 -5%
FC
35
Financial Consulate
Maryland
$3.81M -$515 -20 -0%
Morgan Stanley
36
Morgan Stanley
New York
$3.7M +$2.88M +111,664 +347%
FANJ
37
Financial Architects (New Jersey)
New Jersey
$3.67M +$1.31M +50,824 +55%
CCWA
38
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.67M +$2.9M +112,568 +377%
DWM
39
Destination Wealth Management
California
$3.62M +$3.62M +140,558 New
GC
40
Gratus Capital
Georgia
$3.56M +$3.56M +138,330 New
PTCG
41
Pring Turner Capital Group
California
$3.54M -$121K -4,712 -3%
Jane Street
42
Jane Street
New York
$3.49M +$2.21M +85,686 +172%
Allianz Asset Management
43
Allianz Asset Management
Germany
$3.34M +$3.34M +129,712 New
PAG
44
Pinnacle Advisory Group
Maryland
$3.3M +$2.54M +98,700 +336%
FWM
45
Frontier Wealth Management
Missouri
$2.82M +$6.75K +262 +0.2%
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$2.73M +$2.29M +89,052 +525%
LIM
47
Leavell Investment Management
Alabama
$2.73M -$44.1K -1,714 -2%
AIM
48
AMI Investment Management
Indiana
$2.63M +$521K +20,240 +25%
WA
49
Waverly Advisors
Alabama
$2.59M +$793K +30,800 +44%
SFS
50
Summit Financial Strategies
Ohio
$2.54M +$65.3K +2,536 +3%
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