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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

171 hedge funds and large institutions have $814M invested in Schwab US Aggregate Bond ETF in 2016 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 84 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+10
Holders Change %
+6.21%
% of All Funds
4.57%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.64%
New
26
Increased
84
Reduced
46
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$66.8M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$31.4M
3
REMPR
3
Roof Eidam Maycock Peralta (REMP)
California
$11.3M
4
BA
4
Bristlecone Advisors
Washington
$11.2M
5
Ameriprise
5
Ameriprise
Minnesota
$14.5M

Top Sellers

1
HCM
1
Hengehold Capital Management
Ohio
$1.8M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$10.2M
3
WP
3
WealthSource Partners
California
$0
4
AA
4
Alesco Advisors
New York
$0
5
PAG
5
Pinnacle Advisory Group
Maryland
$2.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
KKAMG
26
Kernodle & Katon Asset Management Group
Arkansas
$7.69M -$196K -7,312 -2%
SAM
27
Summit Asset Management
Tennessee
$7.24M +$88.7K +3,302 +1%
FANJ
28
Financial Architects (New Jersey)
New Jersey
$7.22M +$1.45M +53,948 +25%
SBL
29
Sargent Bickham Lagudis
Colorado
$7.18M +$6.23M +232,054 +660%
FF
30
Friedenthal Financial
New Jersey
$6.87M +$2.75M +102,246 +67%
RW
31
Rand Wealth
Maryland
$6.15M -$107K -4,002 -2%
DW
32
Domani Wealth
Pennsylvania
$6.1M +$474K +17,638 +8%
RPGK
33
Retirement Planning Group (Kansas)
Kansas
$5.9M +$88.8K +3,306 +2%
CCWA
34
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.74M +$879K +32,714 +18%
WAM
35
Wealthspire Advisors (Maryland)
Maryland
$5.72M +$546K +20,344 +11%
BC
36
Bartlett & Co
Ohio
$5.36M +$243K +9,064 +5%
PMG
37
ProVise Management Group
Florida
$5.31M +$3.58M +133,334 +207%
DWM
38
Destination Wealth Management
California
$5.04M +$1.26M +46,950 +33%
TF
39
Trutina Financial
Washington
$4.94M +$485K +18,046 +11%
CMP
40
Courage Miller Partners
Virginia
$4.63M -$186K -6,908 -4%
CWM
41
Cabot Wealth Management
Massachusetts
$4.46M -$858K -31,946 -16%
EWM
42
Empirical Wealth Management
Washington
$4.16M +$5.26K +196 +0.1%
CC
43
Callan Capital
California
$4.1M -$4.24K -158 -0.1%
AWM
44
Arbor Wealth Management
Florida
$3.97M -$33K -1,228 -0.8%
FC
45
Financial Consulate
Maryland
$3.79M -$48.7K -1,814 -1%
BSB
46
Bangor Savings Bank
Maine
$3.77M -$156K -5,818 -4%
BWM
47
BerganKDV Wealth Management
Minnesota
$3.69M +$575K +21,394 +18%
PTCG
48
Pring Turner Capital Group
California
$3.65M -$27.7K -1,030 -0.8%
LIM
49
Leavell Investment Management
Alabama
$3.37M +$187K +6,954 +6%
VKH
50
Virtu KCG Holdings
New York
$3.15M -$1.38M -51,234 -30%
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