SCHZ icon

Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

246 hedge funds and large institutions have $1.16B invested in Schwab US Aggregate Bond ETF in 2017 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 124 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
+17
Holders Change %
+7.42%
% of All Funds
6.14%
Holding in Top 10
29
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.72%
New
36
Increased
124
Reduced
63
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APP
1
Avantax Planning Partners
Iowa
$110M
2
Charles Schwab
2
Charles Schwab
California
$114M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$72.4M
4
Bank of America
4
Bank of America
North Carolina
$24.7M
5
AA
5
Apriem Advisors
California
$9.77M

Top Sellers

1
AFS
1
Access Financial Services
Minnesota
$10.3M
2
RW
2
Rand Wealth
Maryland
$0
3
JWA
3
JFS Wealth Advisors
Pennsylvania
$43K
4
BC
4
Brinker Capital
Pennsylvania
$13.5M
5
SFA
5
Sequoia Financial Advisors
Ohio
$6.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSB
51
Bangor Savings Bank
Maine
$5.8M +$945K +36,182 +19%
KLI
52
Kelman-Lazarov Inc
Tennessee
$5.08M +$1.5M +57,468 +42%
AL
53
Aspiriant LLC
California
$5.01M +$40.6K +1,554 +0.8%
HS
54
Horan Securities
United States
$4.88M +$316K +12,108 +7%
WP
55
WealthSource Partners
California
$4.87M +$30.3K +1,160 +0.6%
PAG
56
Pinnacle Advisory Group
Maryland
$4.85M +$4.16M +159,348 +606%
Mariner
57
Mariner
Kansas
$4.74M +$449K +17,168 +10%
BWM
58
BerganKDV Wealth Management
Minnesota
$4.67M +$80.4K +3,078 +2%
EWM
59
Empirical Wealth Management
Washington
$4.63M +$219K +8,380 +5%
WAM
60
Watermark Asset Management
California
$4.51M +$582K +22,268 +15%
DW
61
Domani Wealth
Pennsylvania
$4.45M -$663K -25,382 -13%
SFS
62
Strategic Financial Services
New York
$3.86M -$196K -7,500 -5%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$3.77M +$433K +16,570 +13%
PTCG
64
Pring Turner Capital Group
California
$3.67M +$52.5K +2,010 +1%
CC
65
Callan Capital
California
$3.64M -$358K -13,712 -9%
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.57M +$3.57M +136,506 New
LF
67
Lee Financial
Texas
$3.47M +$381K +14,590 +12%
WA
68
Waverly Advisors
Alabama
$2.94M -$7.94K -304 -0.3%
MA
69
MCF Advisors
Kentucky
$2.9M +$634K +24,252 +28%
SFS
70
Summit Financial Strategies
Ohio
$2.85M -$32.9K -1,260 -1%
AIM
71
AMI Investment Management
Indiana
$2.76M -$311K -11,900 -10%
IA
72
IFP Advisors
Florida
$2.75M +$604K +23,132 +28%
DIS
73
Diversified Investment Strategies
Louisiana
$2.68M +$79.9K +3,060 +3%
HCM
74
Horan Capital Management
Maryland
$2.66M +$2.66M +101,830 New
FG
75
Fiduciary Group
Georgia
$2.62M +$76.5K +2,928 +3%
1 2
3
4 5