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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

120 hedge funds and large institutions have $420M invested in Schwab US Aggregate Bond ETF in 2015 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 63 increasing their positions, 25 reducing their positions, and 7 closing their positions.

Holders
120
Holders Change
+4
Holders Change %
+3.45%
% of All Funds
3.24%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
12
Increased
63
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$15.7M
2
SFPM
2
Sensible Financial Planning & Management
Massachusetts
$38.9M
3
UBS Group
3
UBS Group
Switzerland
$11.7M
4
UCFA
4
United Capital Financial Advisors
Texas
$55.7M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$51.9M

Top Sellers

1
SWM
1
SVA Wealth Management
Wisconsin
$0
2
Jane Street
2
Jane Street
New York
$1.27M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$64K
4
PAG
4
Pinnacle Advisory Group
Maryland
$0
5
VKH
5
Virtu KCG Holdings
New York
$223K
Name Market Value Shares Shares
Change 		Shares
Change %
JWA
101
JFS Wealth Advisors
Pennsylvania
$41K 794 +4 +0.5%
VIA
102
Vantage Investment Advisors
Pennsylvania
$35K 686 -671 -49%
Wells Fargo
103
Wells Fargo
California
$30K 573 +375 +189%
MAA
104
Managed Account Advisors
New Jersey
$30K 576 +576 New
PO
105
Private Ocean
California
$29K 557 – –
SA
106
SRH Advisors
Kansas
$20K 390 +390 New
NFG
107
Next Financial Group
Texas
$19K 384 – –
US Bancorp
108
US Bancorp
Minnesota
$16K 300 – –
MFS
109
MSI Financial Services
Massachusetts
$14K 273 – –
JFA
110
JNBA Financial Advisors
Minnesota
$14K 284 – –
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$13K 250 +250 New
AIG
112
American International Group
New York
$11.2K 216 -784 -78%
VCM
113
Vigilant Capital Management
Maine
$10K 200 – –
CG
114
Colony Group
Massachusetts
$2K 44 -2,853 -98%
HCM
115
Horrell Capital Management
Arkansas
$2K 32 – –
EMA
116
Efficient Market Advisors
California
$1K 12 – –
HDIM
117
Hanson & Doremus Investment Management
Vermont
$1K 10 – –
PIA
118
Peachtree Investment Advisors
Georgia
$1K 15 – –
SWM
119
SVA Wealth Management
Wisconsin
– – -135,848 Closed
PAG
120
Pinnacle Advisory Group
Maryland
– – -28,360 Closed
WF
121
WealthTrust Fairport
Ohio
– – -3,785 Closed
ASN
122
Advisory Services Network
Georgia
– – -483 Closed
Chevy Chase Trust
123
Chevy Chase Trust
Maryland
– – -288 Closed
W
124
Wealthfront
California
– – -90 Closed
Creative Planning
125
Creative Planning
Kansas
– – -77 Closed
2 3 4
5
6