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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

182 hedge funds and large institutions have $773M invested in Schwab US Aggregate Bond ETF in 2016 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 98 increasing their positions, 45 reducing their positions, and 8 closing their positions.

Holders
182
Holders Change
+11
Holders Change %
+6.43%
% of All Funds
4.86%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.67%
New
19
Increased
98
Reduced
45
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWMG
1
Alliance Wealth Management Group
New Jersey
$35.3M
2
BC
2
Brinker Capital
Pennsylvania
$20.5M
3
GC
3
Gratus Capital
Georgia
$12.2M
4
Charles Schwab
4
Charles Schwab
California
$77.2M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$42.8M

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$14.8M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.59M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$234K
4
Bank of America
4
Bank of America
North Carolina
$15.3M
5
PMG
5
ProVise Management Group
Florida
$2.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
76
Hengehold Capital Management
Ohio
$1.38M -$409K -15,246 -23%
VV
77
Valentine Ventures
Oregon
$1.38M -$45.3K -1,690 -3%
UBS Group
78
UBS Group
Switzerland
$1.3M -$358K -13,348 -22%
HB
79
Homrich & Berg
Georgia
$1.24M -$190K -7,084 -13%
VNA
80
Valley National Advisers
Pennsylvania
$1.21M +$293K +10,924 +32%
VAS
81
Valicenti Advisory Services
New York
$1.17M +$1.17M +43,762 New
DLCIG
82
D.L. Carlson Investment Group
New Hampshire
$1.13M +$759K +28,286 +203%
FC
83
FCA Corp
Texas
$1.1M +$138K +5,128 +14%
MAS
84
Madden Advisory Services
Florida
$1.08M -$30.2K -1,126 -3%
CF
85
Corrigan Financial
Rhode Island
$1.04M +$112K +4,160 +12%
FC
86
Forte Capital
New York
$958K +$55.9K +2,082 +6%
BCM
87
Boltwood Capital Management
California
$934K +$224K +8,352 +32%
TCM
88
Twele Capital Management
Minnesota
$921K +$164K +6,124 +22%
BL
89
BCWM LLC
Kansas
$919K +$919K +34,232 New
AA
90
Apriem Advisors
California
$898K -$155K -5,780 -15%
LPL Financial
91
LPL Financial
California
$881K +$254K +9,512 +40%
LA
92
LVW Advisors
New York
$863K +$88.2K +3,288 +11%
GI
93
Gradient Investments
Minnesota
$855K -$7.78K -290 -0.9%
MI
94
Moneywise Inc
Virginia
$849K +$849K +31,656 New
CIC
95
Carnegie Investment Counsel
Ohio
$845K +$508K +19,110 +151%
JFG
96
JMG Financial Group
Illinois
$827K -$192K -7,162 -19%
CWM
97
Concert Wealth Management
California
$813K +$152K +5,650 +23%
PFA
98
Pure Financial Advisors
California
$768K +$436K +16,232 +131%
MA
99
MCF Advisors
Kentucky
$735K +$70.2K +2,618 +11%
BWA
100
Burt Wealth Advisors
Maryland
$725K -$8.21K -306 -1%
2 3
4
5 6