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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

171 hedge funds and large institutions have $814M invested in Schwab US Aggregate Bond ETF in 2016 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 84 increasing their positions, 46 reducing their positions, and 13 closing their positions.

Holders
171
Holders Change
+10
Holders Change %
+6.21%
% of All Funds
4.57%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.64%
New
26
Increased
84
Reduced
46
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$66.8M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$31.4M
3
REMPR
3
Roof Eidam Maycock Peralta (REMP)
California
$11.3M
4
BA
4
Bristlecone Advisors
Washington
$11.2M
5
Ameriprise
5
Ameriprise
Minnesota
$14.5M

Top Sellers

1
HCM
1
Hengehold Capital Management
Ohio
$1.8M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$10.2M
3
WP
3
WealthSource Partners
California
$0
4
AA
4
Alesco Advisors
New York
$0
5
PAG
5
Pinnacle Advisory Group
Maryland
$2.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
51
Frontier Wealth Management
Missouri
$3.11M +$321K +11,946 +12%
Mariner
52
Mariner
Kansas
$3.01M +$721K +26,860 +32%
FWP
53
FAS Wealth Partners
Kansas
$2.97M +$2.97M +110,656 New
WA
54
Waverly Advisors
Alabama
$2.82M +$3.92K +146 +0.1%
AIM
55
AMI Investment Management
Indiana
$2.8M -$6.99K -260 -0.2%
SFS
56
Summit Financial Strategies
Ohio
$2.76M +$94.6K +3,520 +4%
PAG
57
Pinnacle Advisory Group
Maryland
$2.64M -$6.1M -227,048 -70%
CFMC
58
Curbstone Financial Management Corp
New Hampshire
$2.49M +$193K +7,200 +8%
LTFS
59
Ladenburg Thalmann Financial Services
Florida
$2.34M +$263K +9,784 +13%
KLI
60
Kelman-Lazarov Inc
Tennessee
$2.33M +$258K +9,600 +12%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$2.3M +$1,000K +37,232 +77%
LFA
62
Landmark Financial Advisors
Kentucky
$2.19M +$10.7K +398 +0.5%
Wells Fargo
63
Wells Fargo
California
$2.07M -$39.8K -1,484 -2%
RC
64
Roundview Capital
New Jersey
$1.86M +$99.4K +3,700 +6%
HCM
65
Hengehold Capital Management
Ohio
$1.8M -$15.7M -583,552 -90%
BCI
66
Brinker Capital Investments
Pennsylvania
$1.77M +$457K +17,018 +35%
SS
67
Simplicity Solutions
Minnesota
$1.7M +$531K +19,774 +46%
UBS Group
68
UBS Group
Switzerland
$1.66M +$15.7K +584 +1%
PWM
69
Perigon Wealth Management
California
$1.52M -$34.2K -1,272 -2%
MAM
70
Marquette Asset Management
Minnesota
$1.5M -$27.1K -1,008 -2%
VV
71
Valentine Ventures
Oregon
$1.43M +$63.7K +2,372 +5%
HB
72
Homrich & Berg
Georgia
$1.43M -$51.2K -1,904 -3%
FG
73
Fiduciary Group
Georgia
$1.36M +$329K +12,260 +32%
AIA
74
Allegis Investment Advisors
Idaho
$1.34M -$21.3K -796 -2%
FI
75
FormulaFolio Investments
Michigan
$1.26M +$1.26M +46,808 New
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3
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