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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

161 hedge funds and large institutions have $671M invested in Schwab US Aggregate Bond ETF in 2016 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 76 increasing their positions, 41 reducing their positions, and 20 closing their positions.

Holders
161
Holders Change
+8
Holders Change %
+5.23%
% of All Funds
4.3%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.59%
New
28
Increased
76
Reduced
41
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$23.8M
2
HCM
2
Hengehold Capital Management
Ohio
$17.2M
3
KF
3
Krilogy Financial
Missouri
$13.9M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$72.2M
5
OAJ
5
Ogorek Anthony Joseph
New York
$27M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$1.22M
2
GC
2
Gratus Capital
Georgia
$0
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$375K
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$8K
5
PS
5
Portfolio Solutions
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FG
76
Fiduciary Group
Georgia
$1.01M 19,157 +2,592 +16%
AA
77
Apriem Advisors
California
$977K 18,500 +979 +6%
AF
78
Allworth Financial
California
$972K 18,400 +1,892 +11%
LPL Financial
79
LPL Financial
California
$930K 17,621 +6,476 +58%
SBL
80
Sargent Bickham Lagudis
Colorado
$929K 17,593 +17,593 New
GI
81
Gradient Investments
Minnesota
$850K 16,092 +11,531 +253%
Cetera Investment Advisers
82
Cetera Investment Advisers
Illinois
$806K 15,262 +15,262 New
AC
83
Alexandria Capital
Virginia
$794K 15,028 – –
BL
84
BCWM LLC
Kansas
$781K 14,783 +1,767 +14%
CF
85
Corrigan Financial
Rhode Island
$769K 14,564 +1,506 +12%
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$755K 14,297 +14,297 New
SAM
87
Stringer Asset Management
Tennessee
$741K 14,021 -12,723 -48%
TCM
88
Twele Capital Management
Minnesota
$687K 13,001 +1,170 +10%
BWA
89
Burt Wealth Advisors
Maryland
$681K 12,901 -32,905 -72%
VNA
90
Valley National Advisers
Pennsylvania
$669K 12,665 +3,371 +36%
BC
91
Barnett & Company
Tennessee
$662K 12,541 +12,541 New
FC
92
Forte Capital
New York
$657K 12,443 +12,443 New
MFT
93
Moisand Fitzgerald Tamayo
Florida
$649K 12,279 -13,313 -52%
FC
94
FCA Corp
Texas
$644K 12,191 -646 -5%
HR
95
Howe & Rusling
New York
$609K 11,531 +185 +2%
MA
96
MCF Advisors
Kentucky
$579K 10,966 -461 -4%
PFM
97
Phillips Financial Management
Indiana
$558K 10,591 +10,591 New
QCMNJ
98
Quantum Capital Management (New Jersey)
New Jersey
$557K 10,543 +11 +0.1%
Citigroup
99
Citigroup
New York
$522K 9,885 +9,885 New
AACR
100
ACR Alpine Capital Research
Missouri
$455K 8,617 +765 +10%
2 3
4
5 6