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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

213 hedge funds and large institutions have $1.03B invested in Schwab US Aggregate Bond ETF in 2016 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 106 increasing their positions, 44 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+31
Holders Change %
+17.03%
% of All Funds
5.33%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.7%
New
46
Increased
106
Reduced
44
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DWM
1
Destination Wealth Management
California
$29.9M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$15.6M
3
AA
3
Ancora Advisors
Ohio
$13.6M
4
BWP
4
BSW Wealth Partners
Colorado
$13.5M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$12.4M

Top Sellers

1
REMPR
1
Roof Eidam Maycock Peralta (REMP)
California
$1.54M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.31M
3
FMT
3
First Mercantile Trust
Tennessee
$0
4
HighTower Advisors
4
HighTower Advisors
Illinois
$11.3M
5
AWMG
5
Alliance Wealth Management Group
New Jersey
$30.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
101
Pinnacle Advisory Group
Maryland
$1.12M +$1.12M +43,448 New
IAS
102
IMA Advisory Services
Colorado
$1.09M +$1.09M +42,188 New
CF
103
Corrigan Financial
Rhode Island
$1.07M +$77.1K +2,996 +8%
SWM
104
SVA Wealth Management
Wisconsin
$1.05M +$1.05M +40,682 New
Susquehanna International Group
105
Susquehanna International Group
Pennsylvania
$1.03M +$809K +31,424 +361%
MA
106
MCF Advisors
Kentucky
$1.03M +$325K +12,612 +46%
FC
107
Forte Capital
New York
$1.01M +$94.3K +3,662 +10%
BCM
108
Boltwood Capital Management
California
$996K +$99.4K +3,862 +11%
AACR
109
ACR Alpine Capital Research
Missouri
$946K +$562K +21,820 +146%
PS
110
Portfolio Solutions
Michigan
$942K +$942K +36,564 New
AWM
111
Avior Wealth Management
Nebraska
$939K +$385K +14,932 +69%
TCM
112
Twele Capital Management
Minnesota
$935K +$50.7K +1,970 +6%
WIC
113
Whitegate Investment Counselors
New Hampshire
$920K +$242K +9,400 +36%
BL
114
BCWM LLC
Kansas
$892K +$9.59K +372 +1%
MAS
115
Madden Advisory Services
Florida
$889K -$151K -5,858 -15%
CIAS
116
Capital Investment Advisory Services
North Carolina
$851K +$851K +33,036 New
MI
117
Moneywise Inc
Virginia
$848K +$32.9K +1,278 +4%
IA
118
IFP Advisors
Florida
$831K +$166K +6,452 +25%
EWA
119
EP Wealth Advisors
California
$825K +$510K +19,824 +162%
GI
120
Gradient Investments
Minnesota
$821K +$721 +28 +0.1%
PFA
121
Pure Financial Advisors
California
$816K +$79.4K +3,082 +11%
GC
122
Garde Capital
Washington
$812K +$498K +19,326 +158%
LA
123
LVW Advisors
New York
$775K -$53.5K -2,076 -6%
PFM
124
Phillips Financial Management
Indiana
$767K +$139K +5,374 +22%
HCM
125
Hengehold Capital Management
Ohio
$730K -$597K -23,206 -45%
3 4
5
6 7