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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

153 hedge funds and large institutions have $540M invested in Schwab US Aggregate Bond ETF in 2015 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 71 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
+22
Holders Change %
+16.79%
% of All Funds
4.02%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.47%
New
32
Increased
71
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UCFA
United Capital Financial Advisors
Texas
$66.9M
2
BlackRock
BlackRock
New York
$7.51M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$59.7M
4
EWA
EP Wealth Advisors
California
$4.95M
5
CWM
Confluence Wealth Management
Oregon
$5.06M

Top Sellers

1
KF
Krilogy Financial
Missouri
$0
2
OAJ
Ogorek Anthony Joseph
New York
$18.6M
3
RW
Rand Wealth
Maryland
$6.93M
4
FMT
First Mercantile Trust
Tennessee
$12.2M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$1.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIG
126
American International Group
New York
$113K +$55.9K +2,170 +98%
PFBT
127
Parkside Financial Bank & Trust
Missouri
$105K +$9.97K +388 +10%
DAM
128
Delta Asset Management
Tennessee
$103K – – –
WCM
129
Wealthcare Capital Management
Virginia
$102K +$13.9K +542 +16%
HF
130
Hoxton Financial
West Virginia
$78K +$78K +3,010 New
VIA
131
Vantage Investment Advisors
Pennsylvania
$66K +$21.6K +834 +48%
WA
132
Winfield Associates
Ohio
$52K – – –
SSB
133
Sandy Spring Bank
Maryland
$49K – – –
JWA
134
JFS Wealth Advisors
Pennsylvania
$39K +$154 +6 +0.4%
PO
135
Private Ocean
California
$29K – – –
PG
136
Patten Group
Tennessee
$24.9K +$24.9K +966 New
ADL
137
Asset Dedication LLC
California
$22K +$22K +856 New
SA
138
SRH Advisors
Kansas
$20K – – –
NFG
139
Next Financial Group
Texas
$19K – – –
GAM
140
Gemmer Asset Management
California
$17K +$8.48K +336 +99%
AWM
141
Avior Wealth Management
Nebraska
$16K +$16K +604 New
US Bancorp
142
US Bancorp
Minnesota
$15K – – –
MFS
143
MSI Financial Services
Massachusetts
$14K – – –
JFA
144
JNBA Financial Advisors
Minnesota
$14K – – –
SJIM
145
St. Johns Investment Management
Florida
$11K +$2.36K +90 +27%
VCM
146
Vigilant Capital Management
Maine
$10K – – –
HCM
147
Horrell Capital Management
Arkansas
$6K – – –
Creative Planning
148
Creative Planning
Kansas
$4K -$47.3K -1,822 -92%
CG
149
Colony Group
Massachusetts
$2K -$37.9K -1,666 -95%
EMA
150
Efficient Market Advisors
California
$1K +$143 +4 +17%
3 4 5
6
7