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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

321 hedge funds and large institutions have $1.7B invested in Schwab US Aggregate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 156 increasing their positions, 62 reducing their positions, and 9 closing their positions.

Holders
321
Holders Change
+68
Holders Change %
+26.88%
% of All Funds
7.29%
Holding in Top 10
43
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+30.3%
% of All Funds
0.98%
New
77
Increased
156
Reduced
62
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$166M
2
DWM
2
Destination Wealth Management
California
$30.7M
3
Jane Street
3
Jane Street
New York
$29.8M
4
DFIG
4
Dragon Financial & Investment Group
California
$22.3M
5
CHA
5
Cooper/Haims Advisors
New York
$15.1M

Top Sellers

1
AA
1
Apriem Advisors
California
$7.11M
2
AWMG
2
Alliance Wealth Management Group
New Jersey
$23.1M
3
Ameriprise
3
Ameriprise
Minnesota
$42.8M
4
AL
4
Aspiriant LLC
California
$1.11M
5
Morgan Stanley
5
Morgan Stanley
New York
$7.03M
Name Market Value Shares Shares
Change 		Shares
Change %
BWP
26
BSW Wealth Partners
Colorado
$15.1M 289,924 +745 +0.3%
HighTower Advisors
27
HighTower Advisors
Illinois
$14.5M 278,189 +9,923 +4%
ML
28
McAdam LLC
Pennsylvania
$14.4M 275,738 – –
BWA
29
BlueSky Wealth Advisors
North Carolina
$14.1M 270,760 +20,409 +8%
OAJ
30
Ogorek Anthony Joseph
New York
$14.1M 270,609 +5,729 +2%
CCWA
31
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$14.1M 270,040 +50,880 +23%
OMC
32
Old Mission Capital
Illinois
$14.1M 269,981 +229,579 +568%
FWM
33
Frontier Wealth Management
Missouri
$13.5M 259,953 +45,065 +21%
MAG
34
Mokosak Advisory Group
Iowa
$13.5M 259,714 +259,714 New
SAM
35
Summit Asset Management
Tennessee
$13.2M 253,477 +9,143 +4%
RAG
36
Roof Advisory Group
Pennsylvania
$13.1M 251,860 +251,860 New
AA
37
Alesco Advisors
New York
$12.3M 235,790 +10,612 +5%
TAT
38
TD Ameritrade Trust
Colorado
$11.7M 227,970 +36,096 +19%
FANJ
39
Financial Architects (New Jersey)
New Jersey
$11.6M 223,514 +19,323 +9%
PA
40
Planning Alternatives
Michigan
$11.3M 217,887 +2,048 +0.9%
LPL Financial
41
LPL Financial
California
$10.9M 208,878 +179,445 +610%
Creative Planning
42
Creative Planning
Kansas
$10.7M 205,928 +37,422 +22%
BC
43
Burleson & Co
California
$10M 193,055 +193,055 New
KLI
44
Kelman-Lazarov Inc
Tennessee
$9.65M 185,346 +23,626 +15%
RW
45
Rand Wealth
Maryland
$9.62M 184,816 – –
WI
46
WrapManager Inc
California
$9.52M 183,000 +183,000 New
SBL
47
Sargent Bickham Lagudis
Colorado
$9.03M 173,496 +1,549 +0.9%
FF
48
Friedenthal Financial
New Jersey
$8.92M 171,462 +9,470 +6%
BlackRock
49
BlackRock
New York
$8.53M 163,948 -8,603 -5%
FMT
50
First Mercantile Trust
Tennessee
$8.5M 163,317 -4,459 -3%
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