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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

246 hedge funds and large institutions have $1.16B invested in Schwab US Aggregate Bond ETF in 2017 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 124 increasing their positions, 63 reducing their positions, and 16 closing their positions.

Holders
246
Holders Change
+17
Holders Change %
+7.42%
% of All Funds
6.14%
Holding in Top 10
29
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.72%
New
36
Increased
124
Reduced
63
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APP
1
Avantax Planning Partners
Iowa
$110M
2
Charles Schwab
2
Charles Schwab
California
$114M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$72.4M
4
Bank of America
4
Bank of America
North Carolina
$24.7M
5
AA
5
Apriem Advisors
California
$9.77M

Top Sellers

1
AFS
1
Access Financial Services
Minnesota
$10.3M
2
RW
2
Rand Wealth
Maryland
$0
3
JWA
3
JFS Wealth Advisors
Pennsylvania
$43K
4
BC
4
Brinker Capital
Pennsylvania
$13.5M
5
SFA
5
Sequoia Financial Advisors
Ohio
$6.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
76
Cabot Wealth Management
Massachusetts
$2.61M -$560K -21,420 -18%
REMPR
77
Roof Eidam Maycock Peralta (REMP)
California
$2.58M -$125K -4,800 -5%
OA
78
Opes Advisors
California
$2.58M +$210K +8,020 +9%
BCI
79
Brinker Capital Investments
Pennsylvania
$2.51M +$187K +7,172 +8%
NPC
80
National Planning Corporation
California
$2.5M +$2.5M +96,132 New
Wells Fargo
81
Wells Fargo
California
$2.5M +$53.1K +2,034 +2%
PMG
82
ProVise Management Group
Florida
$2.45M -$44K -1,684 -2%
SWM
83
SVA Wealth Management
Wisconsin
$2.43M +$1.4M +53,764 +137%
UBS Group
84
UBS Group
Switzerland
$2.38M +$246K +9,398 +12%
RC
85
Roundview Capital
New Jersey
$2.31M +$36.7K +1,404 +2%
FC
86
FCA Corp
Texas
$2.24M +$153K +5,868 +7%
OMC
87
Old Mission Capital
Illinois
$2.2M +$2.2M +84,062 New
AWM
88
Arbor Wealth Management
Florida
$2.18M -$128K -4,866 -6%
GAM
89
Gemmer Asset Management
California
$2.02M +$925K +35,410 +84%
RMC
90
Regis Management Company
California
$1.78M – – –
VAS
91
Valicenti Advisory Services
New York
$1.77M +$161K +6,180 +10%
Allianz Asset Management
92
Allianz Asset Management
Germany
$1.66M – – –
FC
93
Financial Consulate
Maryland
$1.66M +$46.9K +1,794 +3%
LPL Financial
94
LPL Financial
California
$1.62M -$172K -6,580 -10%
BCM
95
Boltwood Capital Management
California
$1.51M +$60.3K +2,310 +4%
PS
96
Portfolio Solutions
Michigan
$1.51M +$1.46M +56,024 +3,537%
MAM
97
Marquette Asset Management
Minnesota
$1.5M +$48.5K +1,858 +3%
CF
98
Corrigan Financial
Rhode Island
$1.44M +$280K +10,734 +24%
FC
99
Forte Capital
New York
$1.44M +$136K +5,200 +10%
AI
100
Atria Investments
North Carolina
$1.42M +$168K +6,414 +13%
2 3
4
5 6