SCHZ icon

Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

131 hedge funds and large institutions have $467M invested in Schwab US Aggregate Bond ETF in 2015 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 40 reducing their positions, and 9 closing their positions.

Holders
131
Holders Change
+11
Holders Change %
+9.17%
% of All Funds
3.66%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.42%
New
21
Increased
54
Reduced
40
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KF
1
Krilogy Financial
Missouri
$11.9M
2
RW
2
Rand Wealth
Maryland
$11.7M
3
AFWA
3
Ancora Family Wealth Advisors
Ohio
$11.1M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$8.32M
5
SFPM
5
Sensible Financial Planning & Management
Massachusetts
$44.2M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$884K
2
AA
2
Apriem Advisors
California
$914K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.5M
4
OCM
4
One Capital Management
California
$0
5
NPC
5
National Planning Corporation
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BC
76
Barnett & Company
Tennessee
$514K 9,851 +4,001 +68%
MA
77
MCF Advisors
Kentucky
$510K 9,781 +4,082 +72%
EWA
78
EP Wealth Advisors
California
$489K 9,380 +9,380 New
JFG
79
JMG Financial Group
Illinois
$488K 9,353 -788 -8%
LTFS
80
Ladenburg Thalmann Financial Services
Florida
$443K 8,486 +6,144 +262%
DIS
81
Diversified Investment Strategies
Louisiana
$440K 8,445 +8,445 New
HSA
82
HBK Sorce Advisory
Pennsylvania
$424K 8,133 -80 -1%
RC
83
Roundview Capital
New Jersey
$385K 7,375 – –
CAM
84
Cubic Asset Management
Massachusetts
$361K 6,925 +525 +8%
FM
85
Foster & Motley
Ohio
$361K 6,918 +726 +12%
LA
86
LVW Advisors
New York
$342K 6,568 -311 -5%
PA
87
Pinnacle Associates
New York
$340K 6,515 -65 -1%
TSS
88
Two Sigma Securities
New York
$334K 6,404 +6,404 New
LPL Financial
89
LPL Financial
California
$318K 6,112 -2,862 -32%
GC
90
Garde Capital
Washington
$318K 6,108 +479 +9%
AG
91
Appleton Group
Wisconsin
$309K 5,921 -744 -11%
BFPW
92
BOK Financial Private Wealth
Colorado
$283K 5,434 -459 -8%
BRWA
93
B. Riley Wealth Advisors
Florida
$276K 5,285 +819 +18%
CA
94
Cambridge Advisors
Nebraska
$270K 5,172 +130 +3%
BSW
95
Buckingham Strategic Wealth
Missouri
$264K 5,070 -860 -15%
ACM
96
Avalon Capital Management
California
$264K 5,062 +1,162 +30%
PAM
97
Peak Asset Management
Colorado
$252K 4,840 +400 +9%
AIM
98
Aspen Investment Management
Michigan
$243K 4,670 -1,040 -18%
GWM
99
Gupta Wealth Management
California
$220K 4,220 +651 +18%
PFA
100
Pure Financial Advisors
California
$210K 4,019 -3,079 -43%
2 3
4
5 6