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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

105 hedge funds and large institutions have $271M invested in Schwab US Aggregate Bond ETF in 2014 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 42 increasing their positions, 16 reducing their positions, and 8 closing their positions.

Holders
105
Holders Change
+27
Holders Change %
+34.62%
% of All Funds
2.8%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.27%
New
36
Increased
42
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UCFA
1
United Capital Financial Advisors
Texas
$42.2M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$40.2M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.17M
4
AA
4
Apriem Advisors
California
$7.28M
5
TCM
5
Tuttle Capital Management
Connecticut
$3.17M

Top Sellers

1
HB
1
Homrich & Berg
Georgia
$5.65M
2
SFPM
2
Sensible Financial Planning & Management
Massachusetts
$14M
3
Jane Street
3
Jane Street
New York
$0
4
RMA
4
Roffman Miller Associates
Pennsylvania
$0
5
APCM
5
Alaska Permanent Capital Management
Alaska
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BCI
51
Brinker Capital Investments
Pennsylvania
$577K 11,028 +1,310 +13%
Mariner
52
Mariner
Kansas
$567K 10,834 +946 +10%
Morgan Stanley
53
Morgan Stanley
New York
$446K 8,518 +1,818 +27%
HR
54
Howe & Rusling
New York
$421K 8,032 +816 +11%
AIM
55
AMI Investment Management
Indiana
$414K 7,906 +1,636 +26%
BWA
56
Burt Wealth Advisors
Maryland
$411K 7,859 +7,859 New
BSW
57
Buckingham Strategic Wealth
Missouri
$410K 7,839 -118 -1%
PFA
58
Pure Financial Advisors
California
$408K 7,790 +3,080 +65%
FFA
59
First Foundation Advisors
California
$386K 7,369 +7,369 New
LPL Financial
60
LPL Financial
California
$369K 7,046 +7,046 New
JFG
61
JMG Financial Group
Illinois
$356K 6,793 +368 +6%
LA
62
LVW Advisors
New York
$355K 6,779 +6,779 New
CAM
63
Cubic Asset Management
Massachusetts
$335K 6,400 – –
PA
64
Pinnacle Associates
New York
$324K 6,180 +1,995 +48%
KeyBank National Association
65
KeyBank National Association
Ohio
$314K 6,000 +6,000 New
AIM
66
Aspen Investment Management
Michigan
$313K 5,970 -1,360 -19%
BFPW
67
BOK Financial Private Wealth
Colorado
$296K 5,653 +1,134 +25%
AG
68
Appleton Group
Wisconsin
$283K 5,397 +113 +2%
ACM
69
Avalon Capital Management
California
$281K 5,372 +5,372 New
CA
70
Cambridge Advisors
Nebraska
$273K 5,220 +5,220 New
TCM
71
Twele Capital Management
Minnesota
$264K 5,040 +5,040 New
GC
72
Garde Capital
Washington
$259K 4,955 -292 -6%
TF
73
Trutina Financial
Washington
$229K 4,366 +4,366 New
SEIA
74
Signature Estate & Investment Advisors
California
$218K 4,166 +4,166 New
DIA
75
Denver Investment Advisors
Colorado
$209K 3,998 +3,998 New
1 2
3
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