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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

171 hedge funds and large institutions have $814M invested in Schwab US Aggregate Bond ETF in 2016 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 84 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+10
Holders Change %
+6.21%
% of All Funds
4.57%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.64%
New
26
Increased
84
Reduced
46
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
$66.8M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$31.4M
3
REMPR
Roof Eidam Maycock Peralta (REMP)
California
$11.3M
4
BA
Bristlecone Advisors
Washington
$11.2M
5
Ameriprise
Ameriprise
Minnesota
$14.5M

Top Sellers

1
HCM
Hengehold Capital Management
Ohio
$1.8M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$10.2M
3
WP
WealthSource Partners
California
$0
4
AA
Alesco Advisors
New York
$0
5
PAG
Pinnacle Advisory Group
Maryland
$2.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
126
Stratos Wealth Partners
Ohio
$309K +$309K +11,518 New
PAG
127
Private Advisor Group
New Jersey
$302K +$302K +11,204 New
GC
128
Garde Capital
Washington
$283K -$107 -4 -0%
Royal Bank of Canada
129
Royal Bank of Canada
Ontario, Canada
$276K -$6.84K -254 -2%
RCA
130
Rowland Carmichael Advisors
Arizona
$263K +$81.7K +3,040 +45%
ACM
131
Avalon Capital Management
California
$252K – – –
AIM
132
Aspen Investment Management
Michigan
$244K – – –
UB
133
UMB Bank
Missouri
$243K – – –
FTS
134
Fifth Third Securities
Ohio
$240K +$240K +8,966 New
BSW
135
Buckingham Strategic Wealth
Missouri
$235K -$13.4K -500 -5%
MWM
136
Modera Wealth Management
New Jersey
$228K +$228K +8,480 New
EA
137
Efficient Advisors
Ohio
$228K +$228K +8,494 New
SWM
138
SVA Wealth Management
Wisconsin
$202K +$202K +7,528 New
ACM
139
Armbruster Capital Management
New York
$165K -$1.23K -46 -0.7%
RBC
140
Roble Belko & Company
Pennsylvania
$155K +$155K +5,760 New
SEI Investments
141
SEI Investments
Pennsylvania
$148K -$2.89K -108 -2%
MFS
142
MSI Financial Services
Massachusetts
$133K -$6.98K -260 -5%
DAM
143
Delta Asset Management
Tennessee
$107K – – –
WCM
144
Wealthcare Capital Management
Virginia
$106K – – –
PFBT
145
Parkside Financial Bank & Trust
Missouri
$105K +$588 +22 +0.6%
AWM
146
Avior Wealth Management
Nebraska
$97K +$26.8K +1,004 +38%
VIA
147
Vantage Investment Advisors
Pennsylvania
$83K +$4.1K +152 +5%
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$73K +$73K +2,716 New
MSFP
149
Mark Sheptoff Financial Planning
Connecticut
$64K +$64K +2,388 New
PSUF
150
People's United Financial
Connecticut
$63K +$63K +2,364 New
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