SCHZ icon

Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

229 hedge funds and large institutions have $1.06B invested in Schwab US Aggregate Bond ETF in 2017 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 109 increasing their positions, 61 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+16
Holders Change %
+7.51%
% of All Funds
5.71%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.72%
New
36
Increased
109
Reduced
61
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APP
1
Avantax Planning Partners
Iowa
$88.5M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$26.8M
3
Charles Schwab
3
Charles Schwab
California
$96M
4
FMT
4
First Mercantile Trust
Tennessee
$9.3M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$59.9M

Top Sellers

1
DWM
1
Destination Wealth Management
California
$6.15M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$1.2M
3
AWMG
3
Alliance Wealth Management Group
New Jersey
$19M
4
GC
4
Gratus Capital
Georgia
$0
5
OAJ
5
Ogorek Anthony Joseph
New York
$15.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
26
Planning Alternatives
Michigan
$10.9M +$536K +20,680 +5%
BlackRock
27
BlackRock
New York
$10.6M +$878K +33,900 +9%
BA
28
Bristlecone Advisors
Washington
$9.91M -$2.69M -103,758 -21%
AA
29
Alesco Advisors
New York
$9.46M +$442K +17,076 +5%
KBFS
30
Kohmann Bosshard Financial Services
Ohio
$9.46M +$684K +26,406 +8%
FMT
31
First Mercantile Trust
Tennessee
$9.3M +$9.3M +359,044 New
SBL
32
Sargent Bickham Lagudis
Colorado
$9.19M +$115K +4,424 +1%
TAT
33
TD Ameritrade Trust
Colorado
$8.95M -$278K -10,730 -3%
FWM
34
Frontier Wealth Management
Missouri
$8.86M +$1.34M +51,660 +18%
FANJ
35
Financial Architects (New Jersey)
New Jersey
$8.47M +$646K +24,954 +8%
FF
36
Friedenthal Financial
New Jersey
$8.29M +$651K +25,146 +9%
SFA
37
Sequoia Financial Advisors
Ohio
$8.06M -$674K -26,038 -8%
CCWA
38
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8M -$766K -29,596 -9%
Morgan Stanley
39
Morgan Stanley
New York
$7.9M +$4.57M +176,570 +137%
WAM
40
Wealthspire Advisors (Maryland)
Maryland
$6.95M +$1.09M +41,998 +19%
CWM
41
Confluence Wealth Management
Oregon
$6.92M -$883K -34,104 -11%
KKAMG
42
Kernodle & Katon Asset Management Group
Arkansas
$6.6M -$316K -12,188 -5%
AWS
43
AJ Wealth Strategies
New York
$6.59M +$1.57M +60,696 +31%
FWP
44
FAS Wealth Partners
Kansas
$6.55M +$647K +24,998 +11%
RW
45
Rand Wealth
Maryland
$6.5M +$604K +23,316 +10%
CMP
46
Courage Miller Partners
Virginia
$6.18M +$1.28M +49,252 +26%
DWM
47
Destination Wealth Management
California
$6.15M -$23.9M -923,562 -80%
BC
48
Bartlett & Co
Ohio
$5.89M +$70.9K +2,740 +1%
Creative Planning
49
Creative Planning
Kansas
$5.18M +$1.24M +47,850 +31%
DW
50
Domani Wealth
Pennsylvania
$5.06M +$142K +5,474 +3%
1
2
3 4 5