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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

321 hedge funds and large institutions have $1.7B invested in Schwab US Aggregate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 156 increasing their positions, 62 reducing their positions, and 9 closing their positions.

Holders
321
Holders Change
+68
Holders Change %
+26.88%
% of All Funds
7.29%
Holding in Top 10
43
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+30.3%
% of All Funds
0.98%
New
77
Increased
156
Reduced
62
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$166M
2
DWM
2
Destination Wealth Management
California
$30.7M
3
Jane Street
3
Jane Street
New York
$29.8M
4
DFIG
4
Dragon Financial & Investment Group
California
$22.3M
5
CHA
5
Cooper/Haims Advisors
New York
$15.1M

Top Sellers

1
AA
1
Apriem Advisors
California
$7.11M
2
AWMG
2
Alliance Wealth Management Group
New Jersey
$23.1M
3
Ameriprise
3
Ameriprise
Minnesota
$42.8M
4
AL
4
Aspiriant LLC
California
$1.11M
5
Morgan Stanley
5
Morgan Stanley
New York
$7.03M
Name Market Value Shares Shares
Change 		Shares
Change %
PMG
101
ProVise Management Group
Florida
$2.81M 53,917 +6,089 +13%
SFS
102
Strategic Financial Services
New York
$2.78M 53,337 -20,433 -28%
UBS Group
103
UBS Group
Switzerland
$2.77M 53,306 -6,805 -11%
FG
104
Fiduciary Group
Georgia
$2.73M 52,496 -821 -2%
OA
105
Opes Advisors
California
$2.73M 52,354 +1,107 +2%
Wells Fargo
106
Wells Fargo
California
$2.67M 51,338 -2,773 -5%
Susquehanna International Group
107
Susquehanna International Group
Pennsylvania
$2.66M 51,192 -32,284 -39%
VIA
108
Vantage Investment Advisors
Pennsylvania
$2.61M 50,152 +36,728 +274%
AIM
109
AMI Investment Management
Indiana
$2.61M 50,131 -186 -0.4%
FC
110
FCA Corp
Texas
$2.61M 50,076 +1,737 +4%
AA
111
Advisory Alpha
Michigan
$2.58M 50,145 +27,550 +122%
RC
112
Roundview Capital
New Jersey
$2.54M 48,870 +2,491 +5%
BAM
113
Belpointe Asset Management
Nevada
$2.51M 48,274 +17,346 +56%
MA
114
Mutual Advisors
Nebraska
$2.5M 48,078 +48,078 New
ACM
115
AlphaStar Capital Management
North Carolina
$2.38M 45,718 -698 -2%
HB
116
Homrich & Berg
Georgia
$2.36M 45,361 +26,336 +138%
AF
117
Advisornet Financial
Minnesota
$2.34M 44,964 +44,964 New
Allianz Asset Management
118
Allianz Asset Management
Germany
$2.32M 44,622 +9,259 +26%
HGWM
119
Harvest Group Wealth Management
Massachusetts
$2.32M 44,538 +44,538 New
HFP
120
Holistic Financial Partners
Indiana
$2.32M 44,477 +44,477 New
DBRC
121
D.B. Root & Company
Pennsylvania
$2.28M 43,882 +43,882 New
KWM
122
Kingsview Wealth Management
Oregon
$2.28M 43,854 +15,968 +57%
AI
123
Atria Investments
North Carolina
$2.18M 41,853 +13,232 +46%
VAS
124
Valicenti Advisory Services
New York
$2.14M 41,048 +2,261 +6%
AWM
125
Arbor Wealth Management
Florida
$2.07M 39,687 -730 -2%
3 4
5
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