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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

321 hedge funds and large institutions have $1.7B invested in Schwab US Aggregate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 156 increasing their positions, 62 reducing their positions, and 9 closing their positions.

Holders
321
Holders Change
+68
Holders Change %
+26.88%
% of All Funds
7.29%
Holding in Top 10
43
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+30.3%
% of All Funds
0.98%
New
77
Increased
156
Reduced
62
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$166M
2
DWM
2
Destination Wealth Management
California
$30.7M
3
Jane Street
3
Jane Street
New York
$29.8M
4
Mariner
4
Mariner
Kansas
$19.5M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$90.5M

Top Sellers

1
AA
1
Apriem Advisors
California
$7.11M
2
AWMG
2
Alliance Wealth Management Group
New Jersey
$23.1M
3
Ameriprise
3
Ameriprise
Minnesota
$42.8M
4
AL
4
Aspiriant LLC
California
$1.11M
5
Morgan Stanley
5
Morgan Stanley
New York
$7.03M
Name Market Value Shares Shares
Change 		Shares
Change %
WP
76
WealthSource Partners
California
$5.11M 98,141 +3,146 +3%
LTFS
77
Ladenburg Thalmann Financial Services
Florida
$4.95M 95,183 +38,775 +69%
EWM
78
Empirical Wealth Management
Washington
$4.64M 89,198 +408 +0.5%
WA
79
Waverly Advisors
Alabama
$4.52M 86,863 +5,544 +7%
Manulife (Manufacturers Life Insurance)
80
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.36M 83,746 +5,031 +6%
DW
81
Domani Wealth
Pennsylvania
$4.28M 82,318 -2,440 -3%
CC
82
Callan Capital
California
$4.09M 78,493 +5,896 +8%
SWM
83
SeaCrest Wealth Management
New York
$3.99M 76,648 +76,648 New
SWM
84
SVA Wealth Management
Wisconsin
$3.94M 75,675 +24,690 +48%
FTS
85
Fifth Third Securities
Ohio
$3.73M 71,571 +18,576 +35%
LF
86
Lee Financial
Texas
$3.67M 70,546 +4,237 +6%
PTCG
87
Pring Turner Capital Group
California
$3.57M 68,672 -400 -0.6%
DIS
88
Diversified Investment Strategies
Louisiana
$3.5M 67,157 -8,517 -11%
IA
89
IFP Advisors
Florida
$3.29M 63,233 +3,686 +6%
TPW
90
Tiller Private Wealth
Pennsylvania
$3.29M 63,232 +63,232 New
AWA
91
Alaska Wealth Advisors
Alaska
$3.28M 63,080 +63,080 New
FI
92
FormulaFolio Investments
Michigan
$3.27M 62,788 +11,771 +23%
SFS
93
Summit Financial Strategies
Ohio
$3.22M 61,797 +3,999 +7%
HCM
94
Horan Capital Management
Maryland
$3.15M 60,563 +2,700 +5%
OIWM
95
OptiFour Integrated Wealth Management
Virginia
$3.04M 58,503 +58,503 New
BCI
96
Brinker Capital Investments
Pennsylvania
$3.04M 58,474 +144 +0.2%
GAM
97
Gemmer Asset Management
California
$2.99M 57,412 +8,548 +17%
CWS
98
Cypress Wealth Services
California
$2.98M 57,309 +57,309 New
OCM
99
One Capital Management
California
$2.96M 56,857 -6,803 -11%
ACG
100
Allen Capital Group
Nebraska
$2.93M 56,361 +56,361 New
2 3
4
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