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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

161 hedge funds and large institutions have $671M invested in Schwab US Aggregate Bond ETF in 2016 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 76 increasing their positions, 41 reducing their positions, and 20 closing their positions.

Holders
161
Holders Change
+8
Holders Change %
+5.23%
% of All Funds
4.3%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.59%
New
28
Increased
76
Reduced
41
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$23.8M
2
HCM
2
Hengehold Capital Management
Ohio
$17.2M
3
KF
3
Krilogy Financial
Missouri
$13.9M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$72.2M
5
OAJ
5
Ogorek Anthony Joseph
New York
$27M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$1.22M
2
GC
2
Gratus Capital
Georgia
$0
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$375K
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$8K
5
PS
5
Portfolio Solutions
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AA
26
Alesco Advisors
New York
$6.14M 116,230 +5,384 +5%
RPGK
27
Retirement Planning Group (Kansas)
Kansas
$5.72M 108,224 -813 -0.7%
FANJ
28
Financial Architects (New Jersey)
New Jersey
$5.68M 107,441 +36,107 +51%
DW
29
Domani Wealth
Pennsylvania
$5.53M 104,760 +104,760 New
CWM
30
Cabot Wealth Management
Massachusetts
$5.23M 99,021 -888 -0.9%
Morgan Stanley
31
Morgan Stanley
New York
$5.12M 96,921 +25,015 +35%
WAM
32
Wealthspire Advisors (Maryland)
Maryland
$5.09M 96,332 +3,197 +3%
BC
33
Bartlett & Co
Ohio
$5.03M 95,303 -1,824 -2%
CCWA
34
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.78M 90,536 +19,330 +27%
CMP
35
Courage Miller Partners
Virginia
$4.73M 89,579 +3,752 +4%
AI
36
Atria Investments
North Carolina
$4.67M 88,459 -19,507 -18%
Ameriprise
37
Ameriprise
Minnesota
$4.62M 88,083 -15,776 -15%
VKH
38
Virtu KCG Holdings
New York
$4.45M 84,193 +77,822 +1,222%
TF
39
Trutina Financial
Washington
$4.38M 82,922 +41,987 +103%
EWM
40
Empirical Wealth Management
Washington
$4.09M 77,331 -8,119 -10%
CC
41
Callan Capital
California
$4.04M 76,420 -6,462 -8%
FF
42
Friedenthal Financial
New Jersey
$3.95M 76,730 – –
AWM
43
Arbor Wealth Management
Florida
$3.95M 74,496 -298 -0.4%
BSB
44
Bangor Savings Bank
Maine
$3.86M 73,021 -1,348 -2%
FC
45
Financial Consulate
Maryland
$3.77M 71,374 -2,544 -3%
PTCG
46
Pring Turner Capital Group
California
$3.62M 68,539 -160 -0.2%
DWM
47
Destination Wealth Management
California
$3.62M 70,279 – –
LIM
48
Leavell Investment Management
Alabama
$3.13M 59,270 +6,293 +12%
BWM
49
BerganKDV Wealth Management
Minnesota
$3.07M 58,062 +58,062 New
WA
50
Waverly Advisors
Alabama
$2.76M 52,328 +2,059 +4%
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