SCHZ icon

Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

68 hedge funds and large institutions have $83.2M invested in Schwab US Aggregate Bond ETF in 2014 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 27 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+12
Holders Change %
+21.43%
% of All Funds
1.96%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
21
Increased
27
Reduced
13
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWM
1
SVA Wealth Management
Wisconsin
$5.86M
2
PA
2
Planning Alternatives
Michigan
$3.38M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.5M
4
LYV
4
Live Your Vision
Pennsylvania
$3.47M
5
UCFA
5
United Capital Financial Advisors
Texas
$8.52M

Top Sellers

1
OCM
1
One Capital Management
California
$0
2
VKH
2
Virtu KCG Holdings
New York
$0
3
Jane Street
3
Jane Street
New York
$0
4
PFG
4
Piershale Financial Group
Illinois
$4K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
76
Paradigm Financial Advisors
Missouri
– -$1K -36 Closed
1 2 3
4