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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

171 hedge funds and large institutions have $814M invested in Schwab US Aggregate Bond ETF in 2016 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 84 increasing their positions, 46 reducing their positions, and 13 closing their positions.

Holders
171
Holders Change
+10
Holders Change %
+6.21%
% of All Funds
4.57%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.64%
New
26
Increased
84
Reduced
46
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$66.8M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$31.4M
3
REMPR
3
Roof Eidam Maycock Peralta (REMP)
California
$11.3M
4
BA
4
Bristlecone Advisors
Washington
$11.2M
5
Ameriprise
5
Ameriprise
Minnesota
$14.5M

Top Sellers

1
HCM
1
Hengehold Capital Management
Ohio
$1.8M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$10.2M
3
WP
3
WealthSource Partners
California
$0
4
AA
4
Alesco Advisors
New York
$0
5
PAG
5
Pinnacle Advisory Group
Maryland
$2.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
Allianz Asset Management
101
Allianz Asset Management
Germany
$563K +$182K +6,784 +48%
QCMNJ
102
Quantum Capital Management (New Jersey)
New Jersey
$558K -$7.78K -290 -1%
PAM
103
Peak Asset Management
Colorado
$551K +$153K +5,696 +38%
SFG
104
StrategIQ Financial Group
Indiana
$532K +$125K +4,646 +31%
MFT
105
Moisand Fitzgerald Tamayo
Florida
$504K -$155K -5,790 -24%
ACM
106
Argentus Capital Management
Texas
$497K +$261K +9,702 +110%
WIC
107
Whitegate Investment Counselors
New Hampshire
$490K +$490K +18,238 New
AFP
108
Ausdal Financial Partners
Iowa
$437K +$437K +16,260 New
MWAC
109
Mariner Wealth Advisors (Cincinnati)
Ohio
$428K +$142K +5,280 +50%
IA
110
IFP Advisors
Florida
$423K +$423K +15,752 New
FM
111
Foster & Motley
Ohio
$404K +$28.2K +1,048 +7%
BRWA
112
B. Riley Wealth Advisors
Florida
$402K +$3.74K +238 +0.9%
CAM
113
Cubic Asset Management
Massachusetts
$389K – – –
CA
114
Cambridge Advisors
Nebraska
$381K +$71K +2,648 +23%
DLCIG
115
D.L. Carlson Investment Group
New Hampshire
$374K +$374K +13,932 New
PA
116
Pinnacle Associates
New York
$368K +$16.7K +620 +5%
SDWMA
117
Schneider Downs Wealth Management Advisors
Pennsylvania
$350K +$350K +13,036 New
BFPW
118
BOK Financial Private Wealth
Colorado
$348K +$61.9K +2,304 +22%
CIC
119
Carnegie Investment Counsel
Ohio
$340K +$340K +12,650 New
AG
120
Advisor Group
Arizona
$336K +$336K +12,562 New
PFA
121
Pure Financial Advisors
California
$332K -$83.2K -3,100 -20%
AACR
122
ACR Alpine Capital Research
Missouri
$330K -$133K -4,938 -29%
OC
123
Oarsman Capital
Wisconsin
$329K +$43.1K +1,602 +15%
WF
124
WealthTrust Fairport
Ohio
$314K +$63K +2,350 +25%
DIA
125
Denver Investment Advisors
Colorado
$311K +$311K +11,586 New
3 4
5
6 7