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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

44 hedge funds and large institutions have $62.1M invested in Schwab US Aggregate Bond ETF in 2013 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 7 closing their positions.

Holders
44
Holders Change
+4
Holders Change %
+10%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
18
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HSA
1
HBK Sorce Advisory
Pennsylvania
$4.81M
2
EWA
2
EP Wealth Advisors
California
$1.99M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.36M
4
EWM
4
Empirical Wealth Management
Washington
$2.63M
5
U
5
UBS
Switzerland
$885K

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$0
2
BSW
2
Buckingham Strategic Wealth
Missouri
$795K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$8.69M
4
AI
4
Atria Investments
North Carolina
$2.28M
5
RIA
5
Regal Investment Advisors
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FANJ
51
Financial Architects (New Jersey)
New Jersey
– – -52 Closed
1 2
3