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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

229 hedge funds and large institutions have $1.06B invested in Schwab US Aggregate Bond ETF in 2017 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 109 increasing their positions, 61 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+16
Holders Change %
+7.51%
% of All Funds
5.71%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.72%
New
36
Increased
109
Reduced
61
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APP
1
Avantax Planning Partners
Iowa
$88.5M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$26.8M
3
Charles Schwab
3
Charles Schwab
California
$96M
4
FMT
4
First Mercantile Trust
Tennessee
$9.3M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$59.9M

Top Sellers

1
DWM
1
Destination Wealth Management
California
$6.15M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$1.2M
3
AWMG
3
Alliance Wealth Management Group
New Jersey
$19M
4
GC
4
Gratus Capital
Georgia
$0
5
OAJ
5
Ogorek Anthony Joseph
New York
$15.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AL
51
Aspiriant LLC
California
$4.92M +$4.92M +190,142 New
BSB
52
Bangor Savings Bank
Maine
$4.82M +$645K +24,902 +15%
WP
53
WealthSource Partners
California
$4.79M +$45.4K +1,752 +1%
LIM
54
Leavell Investment Management
Alabama
$4.6M +$662K +25,568 +17%
HS
55
Horan Securities
United States
$4.56M +$4.56M +175,082 New
BWM
56
BerganKDV Wealth Management
Minnesota
$4.55M -$148K -5,706 -3%
EWM
57
Empirical Wealth Management
Washington
$4.37M +$116K +4,470 +3%
JWA
58
JFS Wealth Advisors
Pennsylvania
$4.33M – – –
Mariner
59
Mariner
Kansas
$4.25M +$459K +17,724 +12%
SFS
60
Strategic Financial Services
New York
$4.02M +$561K +21,652 +16%
CC
61
Callan Capital
California
$3.96M +$453K +17,484 +13%
WAM
62
Watermark Asset Management
California
$3.89M +$3.89M +150,258 New
PTCG
63
Pring Turner Capital Group
California
$3.59M +$11.9K +460 +0.3%
KLI
64
Kelman-Lazarov Inc
Tennessee
$3.54M +$477K +18,404 +16%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$3.31M +$270K +10,408 +9%
CWM
66
Cabot Wealth Management
Massachusetts
$3.14M -$251K -9,684 -7%
LF
67
Lee Financial
Texas
$3.06M +$2.74M +105,890 +868%
AIM
68
AMI Investment Management
Indiana
$3.04M -$97.7K -3,774 -3%
WA
69
Waverly Advisors
Alabama
$2.92M +$176K +6,812 +6%
SFS
70
Summit Financial Strategies
Ohio
$2.85M +$133K +5,126 +5%
IWM
71
Integrated Wealth Management
California
$2.72M +$222K +8,568 +9%
REMPR
72
Roof Eidam Maycock Peralta (REMP)
California
$2.69M +$1.14M +43,980 +74%
DIS
73
Diversified Investment Strategies
Louisiana
$2.58M -$887K -34,250 -26%
FG
74
Fiduciary Group
Georgia
$2.52M +$259K +9,992 +11%
PMG
75
ProVise Management Group
Florida
$2.47M +$79.1K +3,054 +3%
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