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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

78 hedge funds and large institutions have $175M invested in Schwab US Aggregate Bond ETF in 2014 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+10
Holders Change %
+14.71%
% of All Funds
2.26%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.17%
New
13
Increased
35
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HB
1
Homrich & Berg
Georgia
$17.1M
2
FMT
2
First Mercantile Trust
Tennessee
$16.4M
3
Jane Street
3
Jane Street
New York
$8.02M
4
UCFA
4
United Capital Financial Advisors
Texas
$15.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$13.9M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$52K
2
Morgan Stanley
2
Morgan Stanley
New York
$347K
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$238K
4
PFA
4
Pure Financial Advisors
California
$244K
5
HSA
5
HBK Sorce Advisory
Pennsylvania
$1.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$238K -$437K -16,892 -65%
BFPW
52
BOK Financial Private Wealth
Colorado
$234K -$2.69K -104 -1%
PA
53
Pinnacle Associates
New York
$217K +$217K +8,370 New
PAG
54
Pinnacle Advisory Group
Maryland
$207K +$207K +8,030 New
Wells Fargo
55
Wells Fargo
California
$183K – – –
TIM
56
Tortoise Investment Management
New York
$167K +$22.7K +876 +16%
CG
57
Colony Group
Massachusetts
$162K +$162K +6,276 New
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$152K +$19.8K +764 +15%
WCM
59
Wealthcare Capital Management
Virginia
$115K – – –
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$52K -$2.45M -94,178 -98%
AIG
61
American International Group
New York
$51.8K – – –
JWA
62
JFS Wealth Advisors
Pennsylvania
$51K +$209 +8 +0.4%
PO
63
Private Ocean
California
$29K – – –
MFS
64
MSI Financial Services
Massachusetts
$23K +$2.89K +110 +14%
VCM
65
Vigilant Capital Management
Maine
$21K +$10.5K +400 +100%
Ameriprise
66
Ameriprise
Minnesota
$20K – – –
VIA
67
Vantage Investment Advisors
Pennsylvania
$19K – – –
JFA
68
JNBA Financial Advisors
Minnesota
$13K – – –
BL
69
BCWM LLC
Kansas
$6.89K -$131 -506 -2%
Creative Planning
70
Creative Planning
Kansas
$6K +$2.12K +84 +55%
FANJ
71
Financial Architects (New Jersey)
New Jersey
$5K – – –
MA
72
MCF Advisors
Kentucky
$2K – – –
HCM
73
Horrell Capital Management
Arkansas
$2K – – –
EMA
74
Efficient Market Advisors
California
$1K -$1.58K -38 -61%
HDIM
75
Hanson & Doremus Investment Management
Vermont
$1K – – –
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3
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