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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

253 hedge funds and large institutions have $1.36B invested in Schwab US Aggregate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 148 increasing their positions, 60 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+7
Holders Change %
+2.85%
% of All Funds
6.32%
Holding in Top 10
33
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.79%
% of All Funds
0.82%
New
23
Increased
148
Reduced
60
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$55.5M
2
AWMG
2
Alliance Wealth Management Group
New Jersey
$40.2M
3
Charles Schwab
3
Charles Schwab
California
$133M
4
OIA
4
OneDigital Investment Advisors
Kansas
$18.8M
5
AA
5
Apriem Advisors
California
$26.2M

Top Sellers

1
BC
1
Brinker Capital
Pennsylvania
$2.19M
2
BA
2
Bristlecone Advisors
Washington
$0
3
AFS
3
Access Financial Services
Minnesota
$1.8M
4
OAJ
4
Ogorek Anthony Joseph
New York
$13.9M
5
NPC
5
National Planning Corporation
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
51
Jane Street
New York
$6.31M +$6.31M +241,060 New
AL
52
Aspiriant LLC
California
$6.14M +$1.12M +42,932 +22%
BC
53
Bartlett & Co
Ohio
$6.11M +$40.1K +1,530 +0.7%
SFA
54
Sequoia Financial Advisors
Ohio
$6.1M -$125K -4,774 -2%
DWM
55
Destination Wealth Management
California
$6.07M -$270K -10,330 -4%
PAG
56
Pinnacle Advisory Group
Maryland
$5.69M +$826K +31,548 +17%
WAM
57
Watermark Asset Management
California
$5.31M +$798K +30,470 +18%
MA
58
MCF Advisors
Kentucky
$5.01M +$2.1M +80,152 +72%
HS
59
Horan Securities
United States
$5.01M +$110K +4,224 +2%
Mariner
60
Mariner
Kansas
$4.99M +$243K +9,280 +5%
WP
61
WealthSource Partners
California
$4.97M +$99.2K +3,788 +2%
BWM
62
BerganKDV Wealth Management
Minnesota
$4.77M +$92.8K +3,546 +2%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$4.69M +$905K +34,578 +24%
EWM
64
Empirical Wealth Management
Washington
$4.65M +$7.07K +270 +0.2%
DW
65
Domani Wealth
Pennsylvania
$4.44M -$17.2K -656 -0.4%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$4.37M +$4.37M +166,952 New
WA
67
Waverly Advisors
Alabama
$4.26M +$1.32M +50,272 +45%
Manulife (Manufacturers Life Insurance)
68
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.12M +$548K +20,924 +15%
DIS
69
Diversified Investment Strategies
Louisiana
$3.96M +$1.28M +48,708 +47%
SFS
70
Strategic Financial Services
New York
$3.86M -$4.98K -190 -0.1%
CC
71
Callan Capital
California
$3.8M +$152K +5,816 +4%
PTCG
72
Pring Turner Capital Group
California
$3.62M -$60K -2,292 -2%
LF
73
Lee Financial
Texas
$3.47M -$1.57K -60 -0%
OCM
74
One Capital Management
California
$3.33M +$3.33M +127,320 New
UBS Group
75
UBS Group
Switzerland
$3.15M +$765K +29,228 +32%
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3
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