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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

131 hedge funds and large institutions have $467M invested in Schwab US Aggregate Bond ETF in 2015 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 40 reducing their positions, and 9 closing their positions.

Holders
131
Holders Change
+11
Holders Change %
+9.17%
% of All Funds
3.66%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.42%
New
21
Increased
54
Reduced
40
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KF
1
Krilogy Financial
Missouri
$11.9M
2
RW
2
Rand Wealth
Maryland
$11.7M
3
AFWA
3
Ancora Family Wealth Advisors
Ohio
$11.1M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$8.32M
5
SFPM
5
Sensible Financial Planning & Management
Massachusetts
$44.2M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$884K
2
AA
2
Apriem Advisors
California
$914K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.5M
4
OCM
4
One Capital Management
California
$0
5
NPC
5
National Planning Corporation
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WF
101
WealthTrust Fairport
Ohio
$202K 3,869 +3,869 New
DAM
102
Delta Asset Management
Tennessee
$104K 2,000 – –
PFBT
103
Parkside Financial Bank & Trust
Missouri
$96K 1,849 +1,849 New
WCM
104
Wealthcare Capital Management
Virginia
$89K 1,711 – –
AIG
105
American International Group
New York
$58K 1,108 +892 +413%
Royal Bank of Canada
106
Royal Bank of Canada
Ontario, Canada
$56K 1,067 -173 -14%
Creative Planning
107
Creative Planning
Kansas
$52K 988 +988 New
WA
108
Winfield Associates
Ohio
$52K 1,000 +1,000 New
SSB
109
Sandy Spring Bank
Maryland
$50K 957 – –
IF
110
Ironwood Financial
Arizona
$50K 950 – –
CG
111
Colony Group
Massachusetts
$46K 877 +833 +1,893%
VIA
112
Vantage Investment Advisors
Pennsylvania
$45K 860 +174 +25%
JWA
113
JFS Wealth Advisors
Pennsylvania
$40K 758 -36 -5%
Wells Fargo
114
Wells Fargo
California
$33K 633 +60 +10%
PO
115
Private Ocean
California
$29K 557 – –
SA
116
SRH Advisors
Kansas
$20K 390 – –
NFG
117
Next Financial Group
Texas
$20K 384 – –
US Bancorp
118
US Bancorp
Minnesota
$16K 300 – –
MFS
119
MSI Financial Services
Massachusetts
$14K 273 – –
JFA
120
JNBA Financial Advisors
Minnesota
$13K 284 – –
VCM
121
Vigilant Capital Management
Maine
$10K 200 – –
SJIM
122
St. Johns Investment Management
Florida
$9K 165 +165 New
GAM
123
Gemmer Asset Management
California
$9K 169 +169 New
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$8K 156 +156 New
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$7K 137 +137 New
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5
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