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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

246 hedge funds and large institutions have $1.16B invested in Schwab US Aggregate Bond ETF in 2017 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 124 increasing their positions, 63 reducing their positions, and 16 closing their positions.

Holders
246
Holders Change
+17
Holders Change %
+7.42%
% of All Funds
6.14%
Holding in Top 10
29
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.72%
New
36
Increased
124
Reduced
63
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APP
1
Avantax Planning Partners
Iowa
$110M
2
Charles Schwab
2
Charles Schwab
California
$114M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$72.4M
4
Bank of America
4
Bank of America
North Carolina
$24.7M
5
AA
5
Apriem Advisors
California
$9.77M

Top Sellers

1
AFS
1
Access Financial Services
Minnesota
$10.3M
2
RW
2
Rand Wealth
Maryland
$0
3
JWA
3
JFS Wealth Advisors
Pennsylvania
$43K
4
BC
4
Brinker Capital
Pennsylvania
$13.5M
5
SFA
5
Sequoia Financial Advisors
Ohio
$6.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAT
26
TD Ameritrade Trust
Colorado
$11M +$1.86M +70,486 +20%
FWM
27
Frontier Wealth Management
Missouri
$10.5M +$1.59M +60,690 +18%
AFS
28
Access Financial Services
Minnesota
$10.3M -$10.8M -413,430 -51%
BlackRock
29
BlackRock
New York
$10.2M -$481K -18,426 -5%
UCFA
30
United Capital Financial Advisors
Texas
$10M -$1.05M -40,370 -10%
FANJ
31
Financial Architects (New Jersey)
New Jersey
$9.84M +$1.29M +49,556 +15%
AA
32
Apriem Advisors
California
$9.77M +$9.2M +351,990 +1,596%
BA
33
Bristlecone Advisors
Washington
$9.65M -$345K -13,212 -3%
CCWA
34
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$9.37M +$1.3M +49,800 +16%
Morgan Stanley
35
Morgan Stanley
New York
$9.19M +$1.22M +46,570 +15%
AWS
36
AJ Wealth Strategies
New York
$8.97M +$2.32M +88,826 +35%
SBL
37
Sargent Bickham Lagudis
Colorado
$8.91M -$368K -14,088 -4%
FMT
38
First Mercantile Trust
Tennessee
$8.9M -$484K -18,508 -5%
FF
39
Friedenthal Financial
New Jersey
$8.35M -$13.3K -510 -0.2%
Goldman Sachs
40
Goldman Sachs
New York
$7.8M +$7.8M +298,448 New
Creative Planning
41
Creative Planning
Kansas
$7.74M +$2.51M +96,052 +48%
WAM
42
Wealthspire Advisors (Maryland)
Maryland
$7.54M +$524K +20,050 +7%
CWM
43
Confluence Wealth Management
Oregon
$6.8M -$182K -6,968 -3%
FWP
44
FAS Wealth Partners
Kansas
$6.75M +$148K +5,650 +2%
CMP
45
Courage Miller Partners
Virginia
$6.52M +$286K +10,964 +5%
DWM
46
Destination Wealth Management
California
$6.33M +$119K +4,574 +2%
SFA
47
Sequoia Financial Advisors
Ohio
$6.22M -$1.91M -73,178 -24%
ECM
48
Exchange Capital Management
Michigan
$6.12M +$6.07M +232,288 +12,834%
LIM
49
Leavell Investment Management
Alabama
$6.07M +$1.43M +54,860 +31%
BC
50
Bartlett & Co
Ohio
$6.06M +$116K +4,424 +2%
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