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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

171 hedge funds and large institutions have $814M invested in Schwab US Aggregate Bond ETF in 2016 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 84 increasing their positions, 46 reducing their positions, and 13 closing their positions.

Holders
171
Holders Change
+10
Holders Change %
+6.21%
% of All Funds
4.57%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.64%
New
26
Increased
84
Reduced
46
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$66.8M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$31.4M
3
REMPR
3
Roof Eidam Maycock Peralta (REMP)
California
$11.3M
4
BA
4
Bristlecone Advisors
Washington
$11.2M
5
Ameriprise
5
Ameriprise
Minnesota
$14.5M

Top Sellers

1
HCM
1
Hengehold Capital Management
Ohio
$1.8M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$10.2M
3
WP
3
WealthSource Partners
California
$0
4
AA
4
Alesco Advisors
New York
$0
5
PAG
5
Pinnacle Advisory Group
Maryland
$2.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$1.17M +$353K +13,148 +43%
MAS
77
Madden Advisory Services
Florida
$1.12M -$62.9K -2,340 -5%
FAAS
78
First Allied Advisory Services
California
$1.07M -$877K -32,666 -45%
AA
79
Apriem Advisors
California
$1.06M +$60.7K +2,260 +6%
JFG
80
JMG Financial Group
Illinois
$1.02M -$49.1K -1,828 -5%
FC
81
FCA Corp
Texas
$964K +$309K +11,522 +47%
CF
82
Corrigan Financial
Rhode Island
$929K +$147K +5,460 +19%
VNA
83
Valley National Advisers
Pennsylvania
$913K +$233K +8,672 +34%
FC
84
Forte Capital
New York
$903K +$234K +8,722 +35%
GI
85
Gradient Investments
Minnesota
$863K -$1.13K -42 -0.1%
Creative Planning
86
Creative Planning
Kansas
$841K +$566K +21,076 +206%
LA
87
LVW Advisors
New York
$776K +$386K +14,382 +99%
TCM
88
Twele Capital Management
Minnesota
$758K +$59.4K +2,210 +8%
BWA
89
Burt Wealth Advisors
Maryland
$734K +$41.4K +1,544 +6%
BCM
90
Boltwood Capital Management
California
$712K +$329K +12,248 +86%
EWA
91
EP Wealth Advisors
California
$678K -$559K -20,810 -45%
FA
92
FDx Advisors
Illinois
$671K +$260K +9,656 +63%
MA
93
MCF Advisors
Kentucky
$666K +$76.7K +2,856 +13%
AF
94
Allworth Financial
California
$664K -$324K -12,072 -33%
CWM
95
Concert Wealth Management
California
$659K +$659K +24,654 New
BC
96
Barnett & Company
Tennessee
$653K -$21K -780 -3%
LPL Financial
97
LPL Financial
California
$634K -$317K -11,736 -33%
PFM
98
Phillips Financial Management
Indiana
$634K +$65.4K +2,436 +12%
HR
99
Howe & Rusling
New York
$610K -$9.95K -370 -2%
Citigroup
100
Citigroup
New York
$578K +$46.6K +1,734 +9%
2 3
4
5 6