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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

161 hedge funds and large institutions have $671M invested in Schwab US Aggregate Bond ETF in 2016 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 76 increasing their positions, 41 reducing their positions, and 20 closing their positions.

Holders
161
Holders Change
+8
Holders Change %
+5.23%
% of All Funds
4.3%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.59%
New
28
Increased
76
Reduced
41
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$23.8M
2
HCM
2
Hengehold Capital Management
Ohio
$17.2M
3
KF
3
Krilogy Financial
Missouri
$13.9M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$72.2M
5
OAJ
5
Ogorek Anthony Joseph
New York
$27M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$1.22M
2
GC
2
Gratus Capital
Georgia
$0
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$375K
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$8K
5
PS
5
Portfolio Solutions
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AIM
51
AMI Investment Management
Indiana
$2.76M 52,262 +1,200 +2%
FWM
52
Frontier Wealth Management
Missouri
$2.74M 51,909 -2,862 -5%
SFS
53
Summit Financial Strategies
Ohio
$2.62M 49,558 +285 +0.6%
Jane Street
54
Jane Street
New York
$2.53M 47,877 -19,921 -29%
CFMC
55
Curbstone Financial Management Corp
New Hampshire
$2.25M 42,650 +4,550 +12%
Mariner
56
Mariner
Kansas
$2.25M 42,582 +12,032 +39%
LFA
57
Landmark Financial Advisors
Kentucky
$2.14M 40,501 -1,918 -5%
Wells Fargo
58
Wells Fargo
California
$2.07M 39,193 +1,118 +3%
LTFS
59
Ladenburg Thalmann Financial Services
Florida
$2.04M 38,696 -14,316 -27%
KLI
60
Kelman-Lazarov Inc
Tennessee
$2.04M 38,705 +38,705 New
FAAS
61
First Allied Advisory Services
California
$1.92M 36,326 +15,323 +73%
RC
62
Roundview Capital
New Jersey
$1.73M 32,779 +2,909 +10%
PMG
63
ProVise Management Group
Florida
$1.7M 32,134 +327 +1%
UBS Group
64
UBS Group
Switzerland
$1.62M 30,644 +13,537 +79%
PWM
65
Perigon Wealth Management
California
$1.52M 28,916 -10 -0%
MAM
66
Marquette Asset Management
Minnesota
$1.5M 28,362 -3,173 -10%
HB
67
Homrich & Berg
Georgia
$1.45M 27,526 -3,144 -10%
VV
68
Valentine Ventures
Oregon
$1.34M 25,432 +2,258 +10%
AIA
69
Allegis Investment Advisors
Idaho
$1.34M 25,404 -583 -2%
BCI
70
Brinker Capital Investments
Pennsylvania
$1.3M 24,516 +9,864 +67%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$1.28M 24,207 +4,002 +20%
EWA
72
EP Wealth Advisors
California
$1.22M 23,020 -73,170 -76%
MAS
73
Madden Advisory Services
Florida
$1.16M 21,926 -900 -4%
SS
74
Simplicity Solutions
Minnesota
$1.15M 21,696 +6,921 +47%
JFG
75
JMG Financial Group
Illinois
$1.05M 19,905 +1,064 +6%
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