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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

213 hedge funds and large institutions have $1.03B invested in Schwab US Aggregate Bond ETF in 2016 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 106 increasing their positions, 44 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+31
Holders Change %
+17.03%
% of All Funds
5.33%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.7%
New
46
Increased
106
Reduced
44
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DWM
1
Destination Wealth Management
California
$29.9M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$15.6M
3
AA
3
Ancora Advisors
Ohio
$13.6M
4
BWP
4
BSW Wealth Partners
Colorado
$13.5M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$12.4M

Top Sellers

1
REMPR
1
Roof Eidam Maycock Peralta (REMP)
California
$1.54M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.31M
3
FMT
3
First Mercantile Trust
Tennessee
$0
4
HighTower Advisors
4
HighTower Advisors
Illinois
$11.3M
5
AWMG
5
Alliance Wealth Management Group
New Jersey
$30.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
26
Gratus Capital
Georgia
$10.8M -$911K -35,360 -8%
RPGK
27
Retirement Planning Group (Kansas)
Kansas
$10.7M +$4.76M +184,854 +80%
PA
28
Planning Alternatives
Michigan
$10.3M +$327K +12,706 +3%
BWA
29
BlueSky Wealth Advisors
North Carolina
$10.2M +$10.2M +395,414 New
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$9.96M +$761K +29,568 +8%
BlackRock
31
BlackRock
New York
$9.65M +$1.27M +49,402 +15%
TAT
32
TD Ameritrade Trust
Colorado
$9.18M +$26.6K +1,034 +0.3%
SBL
33
Sargent Bickham Lagudis
Colorado
$9.03M +$315K +12,242 +4%
AA
34
Alesco Advisors
New York
$8.97M +$1.25M +48,698 +16%
KBFS
35
Kohmann Bosshard Financial Services
Ohio
$8.72M +$8.72M +338,746 New
CCWA
36
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.72M +$2.18M +84,762 +33%
SFA
37
Sequoia Financial Advisors
Ohio
$8.68M -$67.2K -2,610 -0.8%
FANJ
38
Financial Architects (New Jersey)
New Jersey
$7.78M -$341K -13,236 -4%
CWM
39
Confluence Wealth Management
Oregon
$7.76M -$2.41M -93,494 -24%
FF
40
Friedenthal Financial
New Jersey
$7.59M +$632K +24,534 +9%
FWM
41
Frontier Wealth Management
Missouri
$7.48M +$916K +35,588 +14%
HB
42
Homrich & Berg
Georgia
$7.16M +$5.98M +232,164 +504%
KKAMG
43
Kernodle & Katon Asset Management Group
Arkansas
$6.87M -$468K -18,180 -6%
FWP
44
FAS Wealth Partners
Kansas
$5.87M +$509K +19,768 +10%
RW
45
Rand Wealth
Maryland
$5.86M -$27.8K -1,080 -0.5%
WAM
46
Wealthspire Advisors (Maryland)
Maryland
$5.83M +$210K +8,142 +4%
BC
47
Bartlett & Co
Ohio
$5.79M +$266K +10,318 +5%
HSA
48
HBK Sorce Advisory
Pennsylvania
$5.64M +$5.64M +219,014 New
RMC
49
Regis Management Company
California
$5.5M +$5.5M +213,590 New
TF
50
Trutina Financial
Washington
$5.34M +$202K +7,864 +4%
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