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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

68 hedge funds and large institutions have $83.2M invested in Schwab US Aggregate Bond ETF in 2014 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 27 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+12
Holders Change %
+21.43%
% of All Funds
1.96%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
21
Increased
27
Reduced
13
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWM
1
SVA Wealth Management
Wisconsin
$5.86M
2
PA
2
Planning Alternatives
Michigan
$3.38M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.5M
4
LYV
4
Live Your Vision
Pennsylvania
$3.47M
5
UCFA
5
United Capital Financial Advisors
Texas
$8.52M

Top Sellers

1
OCM
1
One Capital Management
California
$0
2
VKH
2
Virtu KCG Holdings
New York
$0
3
Jane Street
3
Jane Street
New York
$0
4
PFG
4
Piershale Financial Group
Illinois
$4K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
51
Stringer Asset Management
Tennessee
$38K +$38K +1,454 New
PO
52
Private Ocean
California
$29K +$10K +386 +53%
CDIA
53
Capital Directions Investment Advisors
Georgia
$28K – – –
Ameriprise
54
Ameriprise
Minnesota
$20K -$1.19K -46 -6%
MFS
55
MSI Financial Services
Massachusetts
$20K – – –
VIA
56
Vantage Investment Advisors
Pennsylvania
$19K -$2.68K -102 -12%
JFA
57
JNBA Financial Advisors
Minnesota
$13K +$13K +568 New
VCM
58
Vigilant Capital Management
Maine
$10K +$10K +400 New
FANJ
59
Financial Architects (New Jersey)
New Jersey
$5K +$5K +188 New
BWFA
60
Baltimore-Washington Financial Advisors
Maryland
$5K +$5K +208 New
PFG
61
Piershale Financial Group
Illinois
$4K -$841K -32,818 -100%
Creative Planning
62
Creative Planning
Kansas
$4K +$4K +154 New
EMA
63
Efficient Market Advisors
California
$2K – – –
MA
64
MCF Advisors
Kentucky
$2K – – –
HCM
65
Horrell Capital Management
Arkansas
$2K +$2K +64 New
HDIM
66
Hanson & Doremus Investment Management
Vermont
$1K +$1K +20 New
WA
67
WealthTrust-Arizona
Arizona
$1K +$1K +50 New
OCM
68
One Capital Management
California
– -$2.66M -103,908 Closed
VKH
69
Virtu KCG Holdings
New York
– -$2.01M -78,730 Closed
Jane Street
70
Jane Street
New York
– -$1.46M -56,994 Closed
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
– -$469K -18,342 Closed
SCM
72
Saba Capital Management
New York
– -$353K -13,824 Closed
SGAM
73
Steinberg Global Asset Management
Florida
– -$261K -10,190 Closed
FM
74
Foster & Motley
Ohio
– -$203K -7,954 Closed
TF
75
Trutina Financial
Washington
– -$31K -1,220 Closed
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