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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

321 hedge funds and large institutions have $1.7B invested in Schwab US Aggregate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 156 increasing their positions, 62 reducing their positions, and 9 closing their positions.

Holders
321
Holders Change
+68
Holders Change %
+26.88%
% of All Funds
7.29%
Holding in Top 10
43
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+30.3%
% of All Funds
0.98%
New
77
Increased
156
Reduced
62
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$166M
2
DWM
2
Destination Wealth Management
California
$30.7M
3
Jane Street
3
Jane Street
New York
$29.8M
4
DFIG
4
Dragon Financial & Investment Group
California
$22.3M
5
CHA
5
Cooper/Haims Advisors
New York
$15.1M

Top Sellers

1
AA
1
Apriem Advisors
California
$7.11M
2
AWMG
2
Alliance Wealth Management Group
New Jersey
$23.1M
3
Ameriprise
3
Ameriprise
Minnesota
$42.8M
4
AL
4
Aspiriant LLC
California
$1.11M
5
Morgan Stanley
5
Morgan Stanley
New York
$7.03M
Name Market Value Shares Shares
Change 		Shares
Change %
LIM
51
Leavell Investment Management
Alabama
$8.38M 160,959 +24,346 +18%
WAM
52
Wealthspire Advisors (Maryland)
Maryland
$8.13M 156,241 +2,498 +2%
ECM
53
Exchange Capital Management
Michigan
$7.99M 153,577 +533 +0.3%
BIA
54
Bigelow Investment Advisors
Maine
$7.84M 150,701 +150,701 New
CCA
55
Cobblestone Capital Advisors
New York
$7.82M 150,349 +150,349 New
LA
56
LVW Advisors
New York
$7.69M 147,702 +994 +0.7%
FWP
57
FAS Wealth Partners
Kansas
$7.65M 146,930 +9,611 +7%
BSB
58
Bangor Savings Bank
Maine
$7.16M 137,491 +10,857 +9%
AA
59
Apriem Advisors
California
$7.11M 136,618 -364,369 -73%
Morgan Stanley
60
Morgan Stanley
New York
$7.03M 135,092 -67,226 -33%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$6.92M 133,004 +43,499 +49%
CMP
62
Courage Miller Partners
Virginia
$6.9M 132,681 +5,608 +4%
SP
63
SWS Partners
Ohio
$6.67M 128,142 +128,142 New
PAG
64
Pinnacle Advisory Group
Maryland
$6.55M 125,928 +17,330 +16%
SFA
65
Sequoia Financial Advisors
Ohio
$6.45M 123,909 +7,345 +6%
WAM
66
Watermark Asset Management
California
$6.25M 120,045 +18,547 +18%
Goldman Sachs
67
Goldman Sachs
New York
$6.21M 119,304 -30,274 -20%
MA
68
MCF Advisors
Kentucky
$6.17M 118,593 +22,964 +24%
CWM
69
Confluence Wealth Management
Oregon
$6.15M 118,190 -6,327 -5%
BC
70
Bartlett & Co
Ohio
$6.09M 117,006 +295 +0.3%
HA
71
Harborview Advisors
Maine
$5.91M 113,482 +113,482 New
SBA
72
Secrest Blakey & Associates
North Carolina
$5.86M 112,294 +112,294 New
BC
73
Brinker Capital
Pennsylvania
$5.53M 106,300 +64,509 +154%
HS
74
Horan Securities
United States
$5.29M 102,149 +6,442 +7%
BWM
75
BerganKDV Wealth Management
Minnesota
$5.27M 101,269 +10,159 +11%
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