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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

120 hedge funds and large institutions have $420M invested in Schwab US Aggregate Bond ETF in 2015 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 63 increasing their positions, 25 reducing their positions, and 7 closing their positions.

Holders
120
Holders Change
+4
Holders Change %
+3.45%
% of All Funds
3.24%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
12
Increased
63
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$15.7M
2
SFPM
2
Sensible Financial Planning & Management
Massachusetts
$38.9M
3
UBS Group
3
UBS Group
Switzerland
$11.7M
4
UCFA
4
United Capital Financial Advisors
Texas
$55.7M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$51.9M

Top Sellers

1
SWM
1
SVA Wealth Management
Wisconsin
$0
2
Jane Street
2
Jane Street
New York
$1.27M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$64K
4
PAG
4
Pinnacle Advisory Group
Maryland
$0
5
VKH
5
Virtu KCG Holdings
New York
$223K
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
51
Stringer Asset Management
Tennessee
$1.13M 21,895 +4,015 +22%
FANJ
52
Financial Architects (New Jersey)
New Jersey
$1.09M 21,158 +12,214 +137%
CCWA
53
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.06M 20,437 +6,966 +52%
AC
54
Alexandria Capital
Virginia
$904K 17,485 – –
BWA
55
Burt Wealth Advisors
Maryland
$777K 15,014 +1,871 +14%
FC
56
Financial Consulate
Maryland
$756K 14,608 -3,835 -21%
BCI
57
Brinker Capital Investments
Pennsylvania
$698K 13,498 +1,194 +10%
AACR
58
ACR Alpine Capital Research
Missouri
$674K 13,037 +1,425 +12%
AF
59
Allworth Financial
California
$670K 12,956 -354 -3%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$664K 12,827 +5,801 +83%
BL
61
BCWM LLC
Kansas
$646K 12,472 -196 -2%
MCC
62
Mid Continent Capital
Illinois
$603K 11,650 +11,650 New
HR
63
Howe & Rusling
New York
$592K 11,444 +640 +6%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$557K 10,759 -3,473 -24%
FG
65
Fiduciary Group
Georgia
$554K 10,705 +10,705 New
QCMNJ
66
Quantum Capital Management (New Jersey)
New Jersey
$528K 10,214 +1,490 +17%
JFG
67
JMG Financial Group
Illinois
$525K 10,141 +3,400 +50%
LPL Financial
68
LPL Financial
California
$463K 8,974 +2,107 +31%
FC
69
FCA Corp
Texas
$447K 8,645 +673 +8%
HSA
70
HBK Sorce Advisory
Pennsylvania
$425K 8,213 +90 +1%
SS
71
Simplicity Solutions
Minnesota
$398K 7,702 +7,702 New
RC
72
Roundview Capital
New Jersey
$382K 7,375 +7,375 New
TCM
73
Twele Capital Management
Minnesota
$378K 7,310 +525 +8%
PFA
74
Pure Financial Advisors
California
$367K 7,098 -1,350 -16%
LA
75
LVW Advisors
New York
$356K 6,879 -144 -2%
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