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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

116 hedge funds and large institutions have $361M invested in Schwab US Aggregate Bond ETF in 2015 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 30 reducing their positions, and 9 closing their positions.

Holders
116
Holders Change
+11
Holders Change %
+10.48%
% of All Funds
3.09%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.24%
New
20
Increased
52
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$19M
2
SFPM
2
Sensible Financial Planning & Management
Massachusetts
$27.5M
3
UCFA
3
United Capital Financial Advisors
Texas
$49.9M
4
TAT
4
TD Ameritrade Trust
Colorado
$7.22M
5
OAJ
5
Ogorek Anthony Joseph
New York
$23.8M

Top Sellers

1
TCM
1
Tuttle Capital Management
Connecticut
$0
2
HB
2
Homrich & Berg
Georgia
$2.59M
3
FC
3
Financial Consulate
Maryland
$976K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.66M
5
SGS
5
Sterling Global Strategies
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
US Bancorp
101
US Bancorp
Minnesota
$16K 300 +300 New
Chevy Chase Trust
102
Chevy Chase Trust
Maryland
$15K 288 +288 New
MFS
103
MSI Financial Services
Massachusetts
$14K 273 -281 -51%
JFA
104
JNBA Financial Advisors
Minnesota
$14K 284 – –
VCM
105
Vigilant Capital Management
Maine
$11K 200 – –
Wells Fargo
106
Wells Fargo
California
$10K 198 -3,537 -95%
SIA
107
Stancorp Investment Advisers
Oregon
$5K 88 – –
W
108
Wealthfront
California
$5K 90 +84 +1,400%
Creative Planning
109
Creative Planning
Kansas
$4K 77 -42 -35%
HCM
110
Horrell Capital Management
Arkansas
$2K 32 – –
PIA
111
Peachtree Investment Advisors
Georgia
$1K 15 – –
EMA
112
Efficient Market Advisors
California
$1K 12 – –
HDIM
113
Hanson & Doremus Investment Management
Vermont
$1K 10 – –
TCM
114
Tuttle Capital Management
Connecticut
– – -60,513 Closed
SGS
115
Sterling Global Strategies
California
– – -12,091 Closed
CWM
116
Concert Wealth Management
California
$0 19,693 -8,513 -30%
FFA
117
First Foundation Advisors
California
– – -7,369 Closed
KeyBank National Association
118
KeyBank National Association
Ohio
– – -6,000 Closed
SEIA
119
Signature Estate & Investment Advisors
California
– – -4,166 Closed
TIM
120
Tortoise Investment Management
New York
– – -3,223 Closed
PFG
121
Pacific Financial Group
Washington
– – -677 Closed
RCG
122
Ruggie Capital Group
Florida
– – -580 Closed
RC
123
RegentAtlantic Capital
New Jersey
– – -208 Closed
Parallax Volatility Advisers
124
Parallax Volatility Advisers
California
$0 1 – –
GI
125
Gradient Investments
Minnesota
$0 3 +3 New
1 2 3 4
5