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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

253 hedge funds and large institutions have $1.36B invested in Schwab US Aggregate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 148 increasing their positions, 60 reducing their positions, and 14 closing their positions.

Holders
253
Holders Change
+7
Holders Change %
+2.85%
% of All Funds
6.32%
Holding in Top 10
33
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.79%
% of All Funds
0.82%
New
23
Increased
148
Reduced
60
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$55.5M
2
AWMG
2
Alliance Wealth Management Group
New Jersey
$40.2M
3
Charles Schwab
3
Charles Schwab
California
$133M
4
OIA
4
OneDigital Investment Advisors
Kansas
$18.8M
5
AA
5
Apriem Advisors
California
$26.2M

Top Sellers

1
BC
1
Brinker Capital
Pennsylvania
$2.19M
2
BA
2
Bristlecone Advisors
Washington
$0
3
AFS
3
Access Financial Services
Minnesota
$1.8M
4
OAJ
4
Ogorek Anthony Joseph
New York
$13.9M
5
NPC
5
National Planning Corporation
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
26
Summit Asset Management
Tennessee
$12.8M +$323K +12,334 +3%
AA
27
Alesco Advisors
New York
$11.8M +$334K +12,740 +3%
AWS
28
AJ Wealth Strategies
New York
$11.5M +$2.53M +96,638 +28%
CCWA
29
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$11.5M +$2.08M +79,574 +22%
PA
30
Planning Alternatives
Michigan
$11.3M +$187K +7,132 +2%
FWM
31
Frontier Wealth Management
Missouri
$11.3M +$705K +26,920 +7%
FANJ
32
Financial Architects (New Jersey)
New Jersey
$10.7M +$831K +31,728 +8%
Morgan Stanley
33
Morgan Stanley
New York
$10.6M +$1.39M +53,006 +15%
TAT
34
TD Ameritrade Trust
Colorado
$10M -$844K -32,314 -8%
RW
35
Rand Wealth
Maryland
$9.68M +$9.68M +369,632 New
BlackRock
36
BlackRock
New York
$9.04M -$1.18M -44,944 -12%
SBL
37
Sargent Bickham Lagudis
Colorado
$9M +$76.9K +2,936 +0.9%
Creative Planning
38
Creative Planning
Kansas
$8.82M +$1.07M +40,806 +14%
FMT
39
First Mercantile Trust
Tennessee
$8.79M -$130K -4,984 -1%
FF
40
Friedenthal Financial
New Jersey
$8.48M +$118K +4,490 +1%
KLI
41
Kelman-Lazarov Inc
Tennessee
$8.47M +$3.38M +129,158 +66%
WAM
42
Wealthspire Advisors (Maryland)
Maryland
$8.05M +$499K +19,046 +7%
ECM
43
Exchange Capital Management
Michigan
$8.01M +$1.88M +71,990 +31%
Goldman Sachs
44
Goldman Sachs
New York
$7.83M +$18.5K +708 +0.2%
LA
45
LVW Advisors
New York
$7.68M +$6.88M +262,838 +860%
FWP
46
FAS Wealth Partners
Kansas
$7.19M +$422K +16,138 +6%
LIM
47
Leavell Investment Management
Alabama
$7.15M +$1.07M +40,868 +18%
CMP
48
Courage Miller Partners
Virginia
$6.65M +$124K +4,724 +2%
BSB
49
Bangor Savings Bank
Maine
$6.63M +$814K +31,092 +14%
CWM
50
Confluence Wealth Management
Oregon
$6.52M -$295K -11,254 -4%
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