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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

120 hedge funds and large institutions have $420M invested in Schwab US Aggregate Bond ETF in 2015 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 63 increasing their positions, 25 reducing their positions, and 7 closing their positions.

Holders
120
Holders Change
+4
Holders Change %
+3.45%
% of All Funds
3.24%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
12
Increased
63
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$15.7M
2
SFPM
2
Sensible Financial Planning & Management
Massachusetts
$38.9M
3
UBS Group
3
UBS Group
Switzerland
$11.7M
4
UCFA
4
United Capital Financial Advisors
Texas
$55.7M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$51.9M

Top Sellers

1
SWM
1
SVA Wealth Management
Wisconsin
$0
2
Jane Street
2
Jane Street
New York
$1.27M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$64K
4
PAG
4
Pinnacle Advisory Group
Maryland
$0
5
VKH
5
Virtu KCG Holdings
New York
$223K
Name Market Value Shares Shares
Change 		Shares
Change %
AG
76
Appleton Group
Wisconsin
$345K 6,665 +207 +3%
PA
77
Pinnacle Associates
New York
$340K 6,580 +95 +1%
CAM
78
Cubic Asset Management
Massachusetts
$331K 6,400 – –
FM
79
Foster & Motley
Ohio
$320K 6,192 +1,679 +37%
BSW
80
Buckingham Strategic Wealth
Missouri
$307K 5,930 -1,449 -20%
BFPW
81
BOK Financial Private Wealth
Colorado
$305K 5,893 +331 +6%
BC
82
Barnett & Company
Tennessee
$303K 5,850 +5,850 New
AIM
83
Aspen Investment Management
Michigan
$295K 5,710 – –
MA
84
MCF Advisors
Kentucky
$295K 5,699 +2,491 +78%
GC
85
Garde Capital
Washington
$291K 5,629 +863 +18%
CA
86
Cambridge Advisors
Nebraska
$261K 5,042 -205 -4%
BRWA
87
B. Riley Wealth Advisors
Florida
$232K 4,466 +617 +16%
PAM
88
Peak Asset Management
Colorado
$230K 4,440 +4,440 New
VKH
89
Virtu KCG Holdings
New York
$223K 4,305 -13,611 -76%
DIA
90
Denver Investment Advisors
Colorado
$215K 4,157 -241 -5%
ACM
91
Avalon Capital Management
California
$202K 3,900 – –
GWM
92
Gupta Wealth Management
California
$185K 3,569 +1,834 +106%
LTFS
93
Ladenburg Thalmann Financial Services
Florida
$121K 2,342 +649 +38%
TRCT
94
Tower Research Capital (TRC)
New York
$106K 2,046 +2,046 New
DAM
95
Delta Asset Management
Tennessee
$103K 2,000 – –
Morgan Stanley
96
Morgan Stanley
New York
$91K 1,751 -1,256 -42%
WCM
97
Wealthcare Capital Management
Virginia
$89K 1,711 – –
Royal Bank of Canada
98
Royal Bank of Canada
Ontario, Canada
$64K 1,240 -30,057 -96%
SSB
99
Sandy Spring Bank
Maryland
$50K 957 – –
IF
100
Ironwood Financial
Arizona
$49K 950 – –
2 3
4
5 6