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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

182 hedge funds and large institutions have $773M invested in Schwab US Aggregate Bond ETF in 2016 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 98 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+11
Holders Change %
+6.43%
% of All Funds
4.86%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.67%
New
19
Increased
98
Reduced
45
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWMG
Alliance Wealth Management Group
New Jersey
$35.3M
2
BC
Brinker Capital
Pennsylvania
$20.5M
3
GC
Gratus Capital
Georgia
$12.2M
4
Charles Schwab
Charles Schwab
California
$77.2M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$42.8M

Top Sellers

1
UCFA
United Capital Financial Advisors
Texas
$14.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$9.59M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$234K
4
Bank of America
Bank of America
North Carolina
$15.3M
5
PMG
ProVise Management Group
Florida
$2.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
126
Royal Bank of Canada
Ontario, Canada
$393K +$118K +4,394 +43%
CAM
127
Cubic Asset Management
Massachusetts
$389K – – –
FM
128
Foster & Motley
Ohio
$387K -$16.6K -620 -4%
CA
129
Cambridge Advisors
Nebraska
$381K +$54 +2 +0%
BFPW
130
BOK Financial Private Wealth
Colorado
$371K +$23K +856 +7%
FTS
131
Fifth Third Securities
Ohio
$368K +$128K +4,764 +53%
PA
132
Pinnacle Associates
New York
$367K -$805 -30 -0.2%
WF
133
WealthTrust Fairport
Ohio
$350K +$35.8K +1,332 +11%
AA
134
Advisory Alpha
Michigan
$349K +$319K +11,888 +1,060%
SWP
135
Stratos Wealth Partners
Ohio
$340K +$31K +1,154 +10%
EWA
136
EP Wealth Advisors
California
$328K -$349K -13,004 -52%
GC
137
Garde Capital
Washington
$318K +$43.5K +1,672 +16%
DIA
138
Denver Investment Advisors
Colorado
$311K +$215 +8 +0.1%
ACM
139
Armbruster Capital Management
New York
$274K +$109K +4,048 +66%
RCA
140
Rowland Carmichael Advisors
Arizona
$263K – – –
RPA
141
Rock Point Advisors
Vermont
$251K +$251K +9,366 New
NGA
142
Naples Global Advisors
Florida
$249K +$249K +9,270 New
UB
143
UMB Bank
Missouri
$243K – – –
DIS
144
Diversified Investment Strategies
Louisiana
$236K +$236K +8,800 New
Susquehanna International Group
145
Susquehanna International Group
Pennsylvania
$234K -$31.2M -1,162,068 -99%
AIM
146
Aspen Investment Management
Michigan
$233K -$10.7K -400 -4%
GAM
147
Gemmer Asset Management
California
$232K +$213K +7,944 +1,128%
MWM
148
Modera Wealth Management
New Jersey
$202K -$25.7K -956 -11%
ACM
149
Avalon Capital Management
California
$201K -$50.9K -1,900 -20%
BWP
150
BSW Wealth Partners
Colorado
$164K -$2.56M -274,310 -94%
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