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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

182 hedge funds and large institutions have $773M invested in Schwab US Aggregate Bond ETF in 2016 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 98 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+11
Holders Change %
+6.43%
% of All Funds
4.86%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.67%
New
19
Increased
98
Reduced
45
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWMG
1
Alliance Wealth Management Group
New Jersey
$35.3M
2
BC
2
Brinker Capital
Pennsylvania
$20.5M
3
GC
3
Gratus Capital
Georgia
$12.2M
4
Charles Schwab
4
Charles Schwab
California
$77.2M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$42.8M

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$14.8M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.59M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$234K
4
Bank of America
4
Bank of America
North Carolina
$15.3M
5
PMG
5
ProVise Management Group
Florida
$2.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
26
Summit Asset Management
Tennessee
$8.7M +$1.47M +54,606 +20%
FMT
27
First Mercantile Trust
Tennessee
$8.57M -$2.58M -95,982 -23%
FANJ
28
Financial Architects (New Jersey)
New Jersey
$8.46M +$1.25M +46,550 +17%
AA
29
Alesco Advisors
New York
$8.04M +$8.04M +299,594 New
KKAMG
30
Kernodle & Katon Asset Management Group
Arkansas
$7.65M -$35.4K -1,320 -0.5%
FF
31
Friedenthal Financial
New Jersey
$7.25M +$392K +14,618 +6%
FWM
32
Frontier Wealth Management
Missouri
$6.84M +$3.73M +139,154 +120%
CCWA
33
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.81M +$1.07M +39,994 +19%
RPGK
34
Retirement Planning Group (Kansas)
Kansas
$6.22M +$325K +12,128 +6%
RW
35
Rand Wealth
Maryland
$6.14M – – –
WAM
36
Wealthspire Advisors (Maryland)
Maryland
$5.86M +$141K +5,242 +2%
BC
37
Bartlett & Co
Ohio
$5.75M +$396K +14,740 +7%
FWP
38
FAS Wealth Partners
Kansas
$5.58M +$2.61M +97,428 +88%
DW
39
Domani Wealth
Pennsylvania
$5.45M -$651K -24,260 -11%
TF
40
Trutina Financial
Washington
$5.35M +$420K +15,644 +9%
DWM
41
Destination Wealth Management
California
$4.96M -$70.6K -2,630 -1%
CMP
42
Courage Miller Partners
Virginia
$4.83M +$208K +7,768 +5%
BWM
43
BerganKDV Wealth Management
Minnesota
$4.63M +$940K +35,026 +25%
CC
44
Callan Capital
California
$4.29M +$197K +7,336 +5%
EWM
45
Empirical Wealth Management
Washington
$4.19M +$34K +1,268 +0.8%
BSB
46
Bangor Savings Bank
Maine
$4.14M +$373K +13,886 +10%
LIM
47
Leavell Investment Management
Alabama
$4.09M +$721K +26,852 +21%
CWM
48
Cabot Wealth Management
Massachusetts
$3.92M -$540K -20,120 -12%
AWM
49
Arbor Wealth Management
Florida
$3.86M -$68.8K -2,588 -2%
Mariner
50
Mariner
Kansas
$3.67M +$662K +24,660 +22%
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