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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

131 hedge funds and large institutions have $467M invested in Schwab US Aggregate Bond ETF in 2015 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 40 reducing their positions, and 9 closing their positions.

Holders
131
Holders Change
+11
Holders Change %
+9.17%
% of All Funds
3.66%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.42%
New
21
Increased
54
Reduced
40
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KF
1
Krilogy Financial
Missouri
$11.9M
2
RW
2
Rand Wealth
Maryland
$11.7M
3
AFWA
3
Ancora Family Wealth Advisors
Ohio
$11.1M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$8.32M
5
SFPM
5
Sensible Financial Planning & Management
Massachusetts
$44.2M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$884K
2
AA
2
Apriem Advisors
California
$914K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.5M
4
OCM
4
One Capital Management
California
$0
5
NPC
5
National Planning Corporation
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
VV
51
Valentine Ventures
Oregon
$1.34M 25,651 +543 +2%
VNA
52
Valley National Advisers
Pennsylvania
$1.32M 25,219 +1,707 +7%
Jane Street
53
Jane Street
New York
$1.3M 24,955 +352 +1%
Mariner
54
Mariner
Kansas
$1.12M 21,531 -734 -3%
AA
55
Apriem Advisors
California
$914K 17,521 -171,880 -91%
UBS Group
56
UBS Group
Switzerland
$884K 16,953 -208,593 -92%
Morgan Stanley
57
Morgan Stanley
New York
$839K 16,074 +14,323 +818%
AC
58
Alexandria Capital
Virginia
$836K 16,028 -1,457 -8%
CWM
59
Confluence Wealth Management
Oregon
$801K 15,357 +15,357 New
CCWA
60
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$778K 14,922 -5,515 -27%
SGS
61
Sterling Global Strategies
California
$768K 14,732 +14,732 New
PAG
62
Pinnacle Advisory Group
Maryland
$765K 14,678 +14,678 New
AACR
63
ACR Alpine Capital Research
Missouri
$680K 13,037 – –
BWA
64
Burt Wealth Advisors
Maryland
$679K 13,024 -1,990 -13%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$670K 12,850 +23 +0.2%
CFMC
66
Curbstone Financial Management Corp
New Hampshire
$670K 12,850 +12,850 New
BCI
67
Brinker Capital Investments
Pennsylvania
$655K 12,563 -935 -7%
BL
68
BCWM LLC
Kansas
$637K 12,201 -271 -2%
TCM
69
Twele Capital Management
Minnesota
$618K 11,851 +4,541 +62%
SS
70
Simplicity Solutions
Minnesota
$612K 11,738 +4,036 +52%
AF
71
Allworth Financial
California
$598K 11,476 -1,480 -11%
HR
72
Howe & Rusling
New York
$597K 11,458 +14 +0.1%
QCMNJ
73
Quantum Capital Management (New Jersey)
New Jersey
$565K 10,827 +613 +6%
FG
74
Fiduciary Group
Georgia
$559K 10,714 +9 +0.1%
FC
75
FCA Corp
Texas
$539K 10,332 +1,687 +20%
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