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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

229 hedge funds and large institutions have $1.06B invested in Schwab US Aggregate Bond ETF in 2017 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 109 increasing their positions, 61 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+16
Holders Change %
+7.51%
% of All Funds
5.71%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.72%
New
36
Increased
109
Reduced
61
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APP
1
Avantax Planning Partners
Iowa
$88.5M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$26.8M
3
Charles Schwab
3
Charles Schwab
California
$96M
4
FMT
4
First Mercantile Trust
Tennessee
$9.3M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$59.9M

Top Sellers

1
DWM
1
Destination Wealth Management
California
$6.15M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$1.2M
3
AWMG
3
Alliance Wealth Management Group
New Jersey
$19M
4
GC
4
Gratus Capital
Georgia
$0
5
OAJ
5
Ogorek Anthony Joseph
New York
$15.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFMC
101
Curbstone Financial Management Corp
New Hampshire
$1.33M +$99.7K +3,850 +8%
FC
102
Forte Capital
New York
$1.29M +$273K +10,526 +27%
SWM
103
SigFig Wealth Management
California
$1.29M +$18.6K +720 +1%
AI
104
Atria Investments
North Carolina
$1.24M +$1.24M +48,056 New
BL
105
BFSG LLC
California
$1.22M +$1.22M +47,074 New
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$1.2M -$14.4M -557,552 -92%
CF
107
Corrigan Financial
Rhode Island
$1.15M +$70.7K +2,730 +7%
HB
108
Homrich & Berg
Georgia
$1.13M -$6.07M -234,482 -84%
GAM
109
Gemmer Asset Management
California
$1.09M +$537K +20,730 +97%
TCM
110
Twele Capital Management
Minnesota
$1.03M +$89.6K +3,458 +10%
AWM
111
Avior Wealth Management
Nebraska
$1.02M +$79.4K +3,066 +8%
SWM
112
SVA Wealth Management
Wisconsin
$1.02M -$36.2K -1,400 -3%
GC
113
Garde Capital
Washington
$976K +$160K +6,166 +20%
WIC
114
Whitegate Investment Counselors
New Hampshire
$968K +$42.9K +1,656 +5%
AA
115
Advisory Alpha
Michigan
$938K +$938K +36,236 New
AACR
116
ACR Alpine Capital Research
Missouri
$933K -$18K -696 -2%
BL
117
BCWM LLC
Kansas
$885K -$11K -426 -1%
PFA
118
Pure Financial Advisors
California
$875K +$54.1K +2,088 +7%
CIAS
119
Capital Investment Advisory Services
North Carolina
$863K +$7.05K +272 +0.8%
PFM
120
Phillips Financial Management
Indiana
$846K +$74.6K +2,862 +10%
MI
121
Moneywise Inc
Virginia
$821K -$32K -1,234 -4%
LA
122
LVW Advisors
New York
$811K +$31.5K +1,216 +4%
MAS
123
Madden Advisory Services
Florida
$787K -$107K -4,116 -12%
SDWMA
124
Schneider Downs Wealth Management Advisors
Pennsylvania
$781K +$320K +12,370 +70%
GI
125
Gradient Investments
Minnesota
$773K -$52.7K -2,036 -6%
3 4
5
6 7