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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

213 hedge funds and large institutions have $1.03B invested in Schwab US Aggregate Bond ETF in 2016 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 106 increasing their positions, 44 reducing their positions, and 12 closing their positions.

Holders
213
Holders Change
+31
Holders Change %
+17.03%
% of All Funds
5.33%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.7%
New
46
Increased
106
Reduced
44
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DWM
1
Destination Wealth Management
California
$29.9M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$15.6M
3
AA
3
Ancora Advisors
Ohio
$13.6M
4
BWP
4
BSW Wealth Partners
Colorado
$13.5M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$12.4M

Top Sellers

1
REMPR
1
Roof Eidam Maycock Peralta (REMP)
California
$1.54M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.31M
3
FMT
3
First Mercantile Trust
Tennessee
$0
4
HighTower Advisors
4
HighTower Advisors
Illinois
$11.3M
5
AWMG
5
Alliance Wealth Management Group
New Jersey
$30.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
76
Simplicity Solutions
Minnesota
$2.64M +$573K +22,244 +28%
IWM
77
Integrated Wealth Management
California
$2.49M +$443K +17,210 +22%
PMG
78
ProVise Management Group
Florida
$2.38M +$13K +504 +0.5%
FG
79
Fiduciary Group
Georgia
$2.25M +$344K +13,364 +18%
Wells Fargo
80
Wells Fargo
California
$2.24M +$118K +4,600 +6%
BCI
81
Brinker Capital Investments
Pennsylvania
$2.18M +$424K +16,468 +24%
RC
82
Roundview Capital
New Jersey
$2.05M +$105K +4,060 +5%
UBS Group
83
UBS Group
Switzerland
$1.98M +$734K +28,486 +59%
FC
84
FCA Corp
Texas
$1.95M +$889K +34,510 +84%
WI
85
WrapManager Inc
California
$1.87M +$1.87M +72,762 New
Cetera Investment Advisers
86
Cetera Investment Advisers
Illinois
$1.85M +$255K +9,914 +16%
DLCIG
87
D.L. Carlson Investment Group
New Hampshire
$1.76M +$673K +26,144 +62%
FC
88
Financial Consulate
Maryland
$1.59M +$249K +9,678 +19%
REMPR
89
Roof Eidam Maycock Peralta (REMP)
California
$1.54M -$16M -619,858 -91%
Allianz Asset Management
90
Allianz Asset Management
Germany
$1.52M +$838K +32,544 +123%
LFA
91
Landmark Financial Advisors
Kentucky
$1.5M -$239K -9,278 -14%
PWM
92
Perigon Wealth Management
California
$1.48M +$1.48M +57,514 New
VV
93
Valentine Ventures
Oregon
$1.4M +$73.5K +2,852 +6%
MAM
94
Marquette Asset Management
Minnesota
$1.38M +$52.5K +2,038 +4%
LPL Financial
95
LPL Financial
California
$1.31M +$455K +17,632 +53%
SWM
96
SigFig Wealth Management
California
$1.27M +$1.27M +49,138 New
VAS
97
Valicenti Advisory Services
New York
$1.23M +$101K +3,914 +9%
CFMC
98
Curbstone Financial Management Corp
New Hampshire
$1.22M -$1.27M -49,400 -51%
CIC
99
Carnegie Investment Counsel
Ohio
$1.22M +$392K +15,130 +48%
BRWA
100
B. Riley Wealth Advisors
Florida
$1.13M +$246K +9,554 +28%
2 3
4
5 6