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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

116 hedge funds and large institutions have $361M invested in Schwab US Aggregate Bond ETF in 2015 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 30 reducing their positions, and 9 closing their positions.

Holders
116
Holders Change
+11
Holders Change %
+10.48%
% of All Funds
3.09%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.24%
New
20
Increased
52
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$19M
2
SFPM
2
Sensible Financial Planning & Management
Massachusetts
$27.5M
3
UCFA
3
United Capital Financial Advisors
Texas
$49.9M
4
TAT
4
TD Ameritrade Trust
Colorado
$7.22M
5
OAJ
5
Ogorek Anthony Joseph
New York
$23.8M

Top Sellers

1
TCM
1
Tuttle Capital Management
Connecticut
$0
2
HB
2
Homrich & Berg
Georgia
$2.59M
3
FC
3
Financial Consulate
Maryland
$976K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.66M
5
SGS
5
Sterling Global Strategies
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAM
76
Cubic Asset Management
Massachusetts
$339K 6,400 – –
AIM
77
Aspen Investment Management
Michigan
$302K 5,710 -260 -4%
BFPW
78
BOK Financial Private Wealth
Colorado
$294K 5,562 -91 -2%
CA
79
Cambridge Advisors
Nebraska
$278K 5,247 +27 +0.5%
GC
80
Garde Capital
Washington
$252K 4,766 -189 -4%
FM
81
Foster & Motley
Ohio
$239K 4,513 +4,513 New
DIA
82
Denver Investment Advisors
Colorado
$233K 4,398 +400 +10%
ACM
83
Avalon Capital Management
California
$206K 3,900 -1,472 -27%
BRWA
84
B. Riley Wealth Advisors
Florida
$204K 3,849 +150 +4%
WF
85
WealthTrust Fairport
Ohio
$200K 3,785 +3,785 New
MA
86
MCF Advisors
Kentucky
$170K 3,208 +3,166 +7,538%
Morgan Stanley
87
Morgan Stanley
New York
$159K 3,007 -5,511 -65%
CG
88
Colony Group
Massachusetts
$153K 2,897 +44 +2%
DAM
89
Delta Asset Management
Tennessee
$106K 2,000 +2,000 New
GWM
90
Gupta Wealth Management
California
$92K 1,735 +1,735 New
WCM
91
Wealthcare Capital Management
Virginia
$91K 1,711 – –
LTFS
92
Ladenburg Thalmann Financial Services
Florida
$90K 1,693 +842 +99%
VIA
93
Vantage Investment Advisors
Pennsylvania
$72K 1,357 +689 +103%
AIG
94
American International Group
New York
$52.9K 1,000 – –
SSB
95
Sandy Spring Bank
Maryland
$51K 957 +957 New
IF
96
Ironwood Financial
Arizona
$50K 950 -123 -11%
JWA
97
JFS Wealth Advisors
Pennsylvania
$42K 790 +3 +0.4%
PO
98
Private Ocean
California
$29K 557 – –
ASN
99
Advisory Services Network
Georgia
$26K 483 +483 New
NFG
100
Next Financial Group
Texas
$20K 384 – –
1 2 3
4
5