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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

161 hedge funds and large institutions have $671M invested in Schwab US Aggregate Bond ETF in 2016 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 76 increasing their positions, 41 reducing their positions, and 20 closing their positions.

Holders
161
Holders Change
+8
Holders Change %
+5.23%
% of All Funds
4.3%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.59%
New
28
Increased
76
Reduced
41
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$23.8M
2
HCM
2
Hengehold Capital Management
Ohio
$17.2M
3
KF
3
Krilogy Financial
Missouri
$13.9M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$72.2M
5
OAJ
5
Ogorek Anthony Joseph
New York
$27M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$1.22M
2
GC
2
Gratus Capital
Georgia
$0
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$375K
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$8K
5
PS
5
Portfolio Solutions
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fisher Asset Management
101
Fisher Asset Management
Washington
$429K 8,095 +8,095 New
PFA
102
Pure Financial Advisors
California
$407K 7,737 +217 +3%
FA
103
FDx Advisors
Illinois
$404K 7,655 +7,655 New
SFG
104
StrategIQ Financial Group
Indiana
$401K 7,589 +2,511 +49%
PAM
105
Peak Asset Management
Colorado
$391K 7,401 +1,744 +31%
BRWA
106
B. Riley Wealth Advisors
Florida
$391K 12,682 +2,546 +25%
LA
107
LVW Advisors
New York
$383K 7,252 +222 +3%
CAM
108
Cubic Asset Management
Massachusetts
$383K 7,250 +325 +5%
BCM
109
Boltwood Capital Management
California
$376K 7,121 +7,121 New
Allianz Asset Management
110
Allianz Asset Management
Germany
$375K 7,093 -57,763 -89%
FM
111
Foster & Motley
Ohio
$369K 6,992 -186 -3%
YMRC
112
Yorktown Management & Research Company
Virginia
$359K 6,800 – –
PA
113
Pinnacle Associates
New York
$345K 6,541 -154 -2%
AG
114
Appleton Group
Wisconsin
$320K 6,052 +104 +2%
CA
115
Cambridge Advisors
Nebraska
$305K 5,777 +212 +4%
MWAC
116
Mariner Wealth Advisors (Cincinnati)
Ohio
$281K 5,324 -1,356 -20%
BFPW
117
BOK Financial Private Wealth
Colorado
$281K 5,324 -40 -0.7%
OC
118
Oarsman Capital
Wisconsin
$281K 5,317 +528 +11%
GC
119
Garde Capital
Washington
$279K 5,274 +180 +4%
Royal Bank of Canada
120
Royal Bank of Canada
Ontario, Canada
$278K 5,249 +2,377 +83%
Creative Planning
121
Creative Planning
Kansas
$271K 5,124 +5,047 +6,555%
ACM
122
Avalon Capital Management
California
$248K 4,700 -353 -7%
WF
123
WealthTrust Fairport
Ohio
$247K 4,679 +4,679 New
BSW
124
Buckingham Strategic Wealth
Missouri
$244K 4,624 -246 -5%
AIM
125
Aspen Investment Management
Michigan
$240K 4,550 -120 -3%
3 4
5
6 7