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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

253 hedge funds and large institutions have $1.36B invested in Schwab US Aggregate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 148 increasing their positions, 60 reducing their positions, and 14 closing their positions.

Holders
253
Holders Change
+7
Holders Change %
+2.85%
% of All Funds
6.32%
Holding in Top 10
33
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.79%
% of All Funds
0.82%
New
23
Increased
148
Reduced
60
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$55.5M
2
AWMG
2
Alliance Wealth Management Group
New Jersey
$40.2M
3
Charles Schwab
3
Charles Schwab
California
$133M
4
OIA
4
OneDigital Investment Advisors
Kansas
$18.8M
5
AA
5
Apriem Advisors
California
$26.2M

Top Sellers

1
BC
1
Brinker Capital
Pennsylvania
$2.19M
2
BA
2
Bristlecone Advisors
Washington
$0
3
AFS
3
Access Financial Services
Minnesota
$1.8M
4
OAJ
4
Ogorek Anthony Joseph
New York
$13.9M
5
NPC
5
National Planning Corporation
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
76
IFP Advisors
Florida
$3.12M +$360K +13,748 +13%
BCI
77
Brinker Capital Investments
Pennsylvania
$3.05M +$544K +20,790 +22%
HCM
78
Horan Capital Management
Maryland
$3.03M +$364K +13,896 +14%
SFS
79
Summit Financial Strategies
Ohio
$3.03M +$174K +6,652 +6%
LTFS
80
Ladenburg Thalmann Financial Services
Florida
$2.95M +$2.25M +85,982 +320%
Wells Fargo
81
Wells Fargo
California
$2.83M +$327K +12,500 +13%
FG
82
Fiduciary Group
Georgia
$2.79M +$168K +6,410 +6%
CFMC
83
Curbstone Financial Management Corp
New Hampshire
$2.79M +$1.44M +54,850 +106%
FTS
84
Fifth Third Securities
Ohio
$2.77M +$2.77M +105,990 New
OA
85
Opes Advisors
California
$2.68M +$93.9K +3,586 +4%
FI
86
FormulaFolio Investments
Michigan
$2.67M +$1.58M +60,318 +145%
SWM
87
SVA Wealth Management
Wisconsin
$2.67M +$234K +8,924 +10%
AIM
88
AMI Investment Management
Indiana
$2.64M -$129K -4,942 -5%
GAM
89
Gemmer Asset Management
California
$2.56M +$530K +20,236 +26%
FC
90
FCA Corp
Texas
$2.53M +$283K +10,806 +13%
PMG
91
ProVise Management Group
Florida
$2.5M +$52.4K +2,000 +2%
RC
92
Roundview Capital
New Jersey
$2.43M +$114K +4,358 +5%
ACM
93
AlphaStar Capital Management
North Carolina
$2.42M +$2.42M +92,500 +27,861%
BC
94
Brinker Capital
Pennsylvania
$2.19M -$11.3M -432,344 -84%
OMC
95
Old Mission Capital
Illinois
$2.12M -$85.3K -3,258 -4%
AWM
96
Arbor Wealth Management
Florida
$2.11M -$56.8K -2,180 -3%
VAS
97
Valicenti Advisory Services
New York
$2.03M +$260K +9,938 +15%
Allianz Asset Management
98
Allianz Asset Management
Germany
$1.85M +$186K +7,110 +11%
AFS
99
Access Financial Services
Minnesota
$1.8M -$8.52M -325,422 -83%
RMC
100
Regis Management Company
California
$1.73M -$44.5K -1,700 -3%
2 3
4
5 6