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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

153 hedge funds and large institutions have $540M invested in Schwab US Aggregate Bond ETF in 2015 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 71 increasing their positions, 35 reducing their positions, and 8 closing their positions.

Holders
153
Holders Change
+22
Holders Change %
+16.79%
% of All Funds
4.02%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.47%
New
32
Increased
71
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UCFA
1
United Capital Financial Advisors
Texas
$66.9M
2
BlackRock
2
BlackRock
New York
$7.51M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$59.7M
4
EWA
4
EP Wealth Advisors
California
$4.95M
5
CWM
5
Confluence Wealth Management
Oregon
$5.06M

Top Sellers

1
KF
1
Krilogy Financial
Missouri
$0
2
OAJ
2
Ogorek Anthony Joseph
New York
$18.6M
3
RW
3
Rand Wealth
Maryland
$6.93M
4
FMT
4
First Mercantile Trust
Tennessee
$12.2M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
51
Burt Wealth Advisors
Maryland
$2.36M +$1.69M +65,564 +252%
LFA
52
Landmark Financial Advisors
Kentucky
$2.18M -$58.9K -2,288 -3%
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$2.11M +$2.1M +81,656 +26,172%
TF
54
Trutina Financial
Washington
$2.11M -$87.5K -3,400 -4%
CFMC
55
Curbstone Financial Management Corp
New Hampshire
$1.96M +$1.3M +50,500 +196%
Wells Fargo
56
Wells Fargo
California
$1.96M +$1.93M +74,884 +5,915%
PS
57
Portfolio Solutions
Michigan
$1.81M +$1.81M +70,286 New
PMG
58
ProVise Management Group
Florida
$1.64M -$62.4K -2,424 -4%
MAM
59
Marquette Asset Management
Minnesota
$1.62M +$216K +8,384 +15%
HB
60
Homrich & Berg
Georgia
$1.58M -$113K -4,400 -7%
Mariner
61
Mariner
Kansas
$1.57M +$464K +18,038 +42%
RC
62
Roundview Capital
New Jersey
$1.54M +$1.16M +44,990 +305%
WI
63
WrapManager Inc
California
$1.52M +$1.52M +58,916 New
PWM
64
Perigon Wealth Management
California
$1.49M -$16.7K -648 -1%
HP
65
HT Partners
Connecticut
$1.47M -$4.13K -160 -0.3%
SAM
66
Stringer Asset Management
Tennessee
$1.38M -$232K -9,020 -14%
AIA
67
Allegis Investment Advisors
Idaho
$1.34M +$1.34M +51,974 New
MFT
68
Moisand Fitzgerald Tamayo
Florida
$1.32M +$1.32M +51,184 New
VV
69
Valentine Ventures
Oregon
$1.19M -$128K -4,954 -10%
MAS
70
Madden Advisory Services
Florida
$1.18M -$169K -6,580 -13%
FAAS
71
First Allied Advisory Services
California
$1.08M +$1.08M +42,006 New
HSA
72
HBK Sorce Advisory
Pennsylvania
$1.08M +$659K +25,606 +157%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$1.08M -$1.87M -72,576 -63%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$1.04M +$379K +14,710 +57%
JFG
75
JMG Financial Group
Illinois
$970K +$488K +18,976 +101%
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