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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

116 hedge funds and large institutions have $361M invested in Schwab US Aggregate Bond ETF in 2015 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 30 reducing their positions, and 9 closing their positions.

Holders
116
Holders Change
+11
Holders Change %
+10.48%
% of All Funds
3.09%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.24%
New
20
Increased
52
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$19M
2
SFPM
2
Sensible Financial Planning & Management
Massachusetts
$27.5M
3
UCFA
3
United Capital Financial Advisors
Texas
$49.9M
4
TAT
4
TD Ameritrade Trust
Colorado
$7.22M
5
OAJ
5
Ogorek Anthony Joseph
New York
$23.8M

Top Sellers

1
TCM
1
Tuttle Capital Management
Connecticut
$0
2
HB
2
Homrich & Berg
Georgia
$2.59M
3
FC
3
Financial Consulate
Maryland
$976K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.66M
5
SGS
5
Sterling Global Strategies
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
VKH
51
Virtu KCG Holdings
New York
$948K 17,916 +6,856 +62%
SAM
52
Stringer Asset Management
Tennessee
$946K 17,880 +6,693 +60%
TF
53
Trutina Financial
Washington
$945K 17,855 +13,489 +309%
AC
54
Alexandria Capital
Virginia
$925K 17,485 – –
UBS Group
55
UBS Group
Switzerland
$919K 17,367 +1,311 +8%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$753K 14,232 -2,604 -15%
CCWA
57
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$713K 13,471 +13,471 New
AF
58
Allworth Financial
California
$704K 13,310 -2,595 -16%
BWA
59
Burt Wealth Advisors
Maryland
$695K 13,143 +5,284 +67%
BCI
60
Brinker Capital Investments
Pennsylvania
$651K 12,304 +1,276 +12%
AACR
61
ACR Alpine Capital Research
Missouri
$614K 11,612 +11,612 New
HR
62
Howe & Rusling
New York
$572K 10,804 +2,772 +35%
FANJ
63
Financial Architects (New Jersey)
New Jersey
$473K 8,944 +8,849 +9,315%
QCMNJ
64
Quantum Capital Management (New Jersey)
New Jersey
$462K 8,724 +8,724 New
PFA
65
Pure Financial Advisors
California
$447K 8,448 +658 +8%
HSA
66
HBK Sorce Advisory
Pennsylvania
$430K 8,123 -6,769 -45%
FC
67
FCA Corp
Texas
$422K 7,972 +7,972 New
BSW
68
Buckingham Strategic Wealth
Missouri
$390K 7,379 -460 -6%
LA
69
LVW Advisors
New York
$372K 7,023 +244 +4%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$372K 7,026 +3,244 +86%
LPL Financial
71
LPL Financial
California
$364K 6,867 -179 -3%
TCM
72
Twele Capital Management
Minnesota
$359K 6,785 +1,745 +35%
JFG
73
JMG Financial Group
Illinois
$357K 6,741 -52 -0.8%
PA
74
Pinnacle Associates
New York
$343K 6,485 +305 +5%
AG
75
Appleton Group
Wisconsin
$342K 6,458 +1,061 +20%
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