SCHZ icon

Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

229 hedge funds and large institutions have $1.06B invested in Schwab US Aggregate Bond ETF in 2017 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 109 increasing their positions, 61 reducing their positions, and 17 closing their positions.

Holders
229
Holders Change
+16
Holders Change %
+7.51%
% of All Funds
5.71%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.72%
New
36
Increased
109
Reduced
61
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APP
1
Avantax Planning Partners
Iowa
$88.5M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$26.8M
3
Charles Schwab
3
Charles Schwab
California
$96M
4
FMT
4
First Mercantile Trust
Tennessee
$9.3M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$59.9M

Top Sellers

1
DWM
1
Destination Wealth Management
California
$6.15M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$1.2M
3
AWMG
3
Alliance Wealth Management Group
New Jersey
$19M
4
GC
4
Gratus Capital
Georgia
$0
5
OAJ
5
Ogorek Anthony Joseph
New York
$15.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
76
Wells Fargo
California
$2.43M +$175K +6,744 +8%
OA
77
Opes Advisors
California
$2.35M -$2.16M -83,514 -48%
BCI
78
Brinker Capital Investments
Pennsylvania
$2.3M +$104K +4,030 +5%
AWM
79
Arbor Wealth Management
Florida
$2.28M -$506K -19,498 -18%
RC
80
Roundview Capital
New Jersey
$2.25M +$193K +7,466 +9%
MA
81
MCF Advisors
Kentucky
$2.25M +$1.21M +46,836 +117%
IA
82
IFP Advisors
Florida
$2.13M +$1.29M +49,960 +155%
UBS Group
83
UBS Group
Switzerland
$2.11M +$119K +4,586 +6%
FC
84
FCA Corp
Texas
$2.07M +$116K +4,462 +6%
LTFS
85
Ladenburg Thalmann Financial Services
Florida
$1.88M -$1.57M -60,538 -46%
LPL Financial
86
LPL Financial
California
$1.78M +$463K +17,852 +35%
RMC
87
Regis Management Company
California
$1.76M -$3.77M -145,648 -68%
Allianz Asset Management
88
Allianz Asset Management
Germany
$1.65M +$120K +4,620 +8%
FC
89
Financial Consulate
Maryland
$1.59M -$6.84K -264 -0.4%
VAS
90
Valicenti Advisory Services
New York
$1.59M +$357K +13,780 +29%
CIC
91
Carnegie Investment Counsel
Ohio
$1.5M +$282K +10,880 +23%
PWM
92
Perigon Wealth Management
California
$1.47M -$18.5K -714 -1%
BCM
93
Boltwood Capital Management
California
$1.44M +$439K +16,956 +44%
MAM
94
Marquette Asset Management
Minnesota
$1.44M +$43.2K +1,670 +3%
LFA
95
Landmark Financial Advisors
Kentucky
$1.43M -$70.7K -2,730 -5%
KWM
96
Kingsview Wealth Management
Oregon
$1.41M +$1.41M +54,500 New
PFG
97
Piershale Financial Group
Illinois
$1.4M +$1.4M +54,186 New
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$1.37M +$330K +12,754 +32%
SS
99
Simplicity Solutions
Minnesota
$1.37M -$1.29M -49,756 -49%
Cetera Investment Advisers
100
Cetera Investment Advisers
Illinois
$1.37M -$492K -19,020 -26%
2 3
4
5 6