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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

213 hedge funds and large institutions have $1.03B invested in Schwab US Aggregate Bond ETF in 2016 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 106 increasing their positions, 44 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+31
Holders Change %
+17.03%
% of All Funds
5.33%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.7%
New
46
Increased
106
Reduced
44
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DWM
1
Destination Wealth Management
California
$29.9M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$15.6M
3
AA
3
Ancora Advisors
Ohio
$13.6M
4
BWP
4
BSW Wealth Partners
Colorado
$13.5M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$12.4M

Top Sellers

1
REMPR
1
Roof Eidam Maycock Peralta (REMP)
California
$1.54M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.31M
3
FMT
3
First Mercantile Trust
Tennessee
$0
4
HighTower Advisors
4
HighTower Advisors
Illinois
$11.3M
5
AWMG
5
Alliance Wealth Management Group
New Jersey
$30.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
51
AJ Wealth Strategies
New York
$4.99M +$4.99M +193,862 New
DW
52
Domani Wealth
Pennsylvania
$4.9M -$330K -12,818 -6%
CMP
53
Courage Miller Partners
Virginia
$4.87M +$237K +9,188 +5%
WP
54
WealthSource Partners
California
$4.72M +$4.72M +183,290 New
BWM
55
BerganKDV Wealth Management
Minnesota
$4.67M +$226K +8,758 +5%
OA
56
Opes Advisors
California
$4.49M +$4.49M +174,402 New
JWA
57
JFS Wealth Advisors
Pennsylvania
$4.33M +$4.29M +166,686 +10,796%
EWM
58
Empirical Wealth Management
Washington
$4.24M +$215K +8,334 +5%
BSB
59
Bangor Savings Bank
Maine
$4.15M +$180K +6,982 +5%
Creative Planning
60
Creative Planning
Kansas
$3.92M +$1.24M +48,016 +46%
LIM
61
Leavell Investment Management
Alabama
$3.91M -$10.7K -416 -0.3%
Mariner
62
Mariner
Kansas
$3.77M +$250K +9,712 +7%
PTCG
63
Pring Turner Capital Group
California
$3.55M +$89.8K +3,488 +3%
CC
64
Callan Capital
California
$3.49M -$629K -24,412 -15%
DIS
65
Diversified Investment Strategies
Louisiana
$3.45M +$3.22M +125,030 +1,421%
SFS
66
Strategic Financial Services
New York
$3.44M +$1.82M +70,768 +113%
LTFS
67
Ladenburg Thalmann Financial Services
Florida
$3.42M +$182K +7,068 +6%
CWM
68
Cabot Wealth Management
Massachusetts
$3.38M -$384K -14,912 -10%
Morgan Stanley
69
Morgan Stanley
New York
$3.31M -$13.7M -530,808 -81%
AIM
70
AMI Investment Management
Indiana
$3.12M +$109K +4,242 +4%
KLI
71
Kelman-Lazarov Inc
Tennessee
$3.05M +$473K +18,382 +18%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$3.04M -$37.2K -1,436 -1%
SGI
73
Summit Global Investments
Utah
$2.81M +$2.81M +109,146 New
WA
74
Waverly Advisors
Alabama
$2.73M +$23.8K +924 +0.9%
SFS
75
Summit Financial Strategies
Ohio
$2.71M -$670 -26 -0%
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