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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

246 hedge funds and large institutions have $1.16B invested in Schwab US Aggregate Bond ETF in 2017 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 124 increasing their positions, 63 reducing their positions, and 16 closing their positions.

Holders
246
Holders Change
+17
Holders Change %
+7.42%
% of All Funds
6.14%
Holding in Top 10
29
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.72%
New
36
Increased
124
Reduced
63
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APP
1
Avantax Planning Partners
Iowa
$110M
2
Charles Schwab
2
Charles Schwab
California
$114M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$72.4M
4
Bank of America
4
Bank of America
North Carolina
$24.7M
5
AA
5
Apriem Advisors
California
$9.77M

Top Sellers

1
AFS
1
Access Financial Services
Minnesota
$10.3M
2
RW
2
Rand Wealth
Maryland
$0
3
JWA
3
JFS Wealth Advisors
Pennsylvania
$43K
4
BC
4
Brinker Capital
Pennsylvania
$13.5M
5
SFA
5
Sequoia Financial Advisors
Ohio
$6.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFG
101
Piershale Financial Group
Illinois
$1.4M – – –
CIC
102
Carnegie Investment Counsel
Ohio
$1.37M -$141K -5,380 -9%
SS
103
Simplicity Solutions
Minnesota
$1.36M -$16.8K -642 -1%
VKH
104
Virtu KCG Holdings
New York
$1.35M +$1.1M +42,068 +431%
CFMC
105
Curbstone Financial Management Corp
New Hampshire
$1.35M +$10.4K +400 +0.8%
LFA
106
Landmark Financial Advisors
Kentucky
$1.32M -$122K -4,674 -8%
JWM
107
Janiczek Wealth Management
Colorado
$1.28M +$1.28M +49,156 New
BL
108
BFSG LLC
California
$1.27M +$41.1K +1,572 +3%
CIAS
109
Capital Investment Advisory Services
North Carolina
$1.23M +$364K +13,924 +42%
SWM
110
SigFig Wealth Management
California
$1.23M -$75.4K -2,888 -6%
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$1.21M +$2.61K +100 +0.2%
Cetera Investment Advisers
112
Cetera Investment Advisers
Illinois
$1.2M -$182K -6,946 -13%
OIA
113
OneDigital Investment Advisors
Kansas
$1.18M +$1.18M +45,056 New
PWM
114
Perigon Wealth Management
California
$1.17M -$314K -12,024 -21%
TCM
115
Twele Capital Management
Minnesota
$1.11M +$67.8K +2,596 +7%
AA
116
Advisory Alpha
Michigan
$1.11M +$156K +5,974 +16%
FI
117
FormulaFolio Investments
Michigan
$1.09M +$798K +30,534 +273%
KWM
118
Kingsview Wealth Management
Oregon
$1.08M -$346K -13,228 -24%
GC
119
Garde Capital
Washington
$1.05M +$69K +2,640 +7%
SDWMA
120
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.05M +$261K +9,986 +33%
PFA
121
Pure Financial Advisors
California
$1.01M +$128K +4,908 +15%
PFM
122
Phillips Financial Management
Indiana
$984K +$136K +5,208 +16%
GI
123
Gradient Investments
Minnesota
$967K +$187K +7,178 +24%
HB
124
Homrich & Berg
Georgia
$919K -$224K -8,568 -20%
BL
125
BCWM LLC
Kansas
$912K +$18.9K +722 +2%
3 4
5
6 7