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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

213 hedge funds and large institutions have $1.03B invested in Schwab US Aggregate Bond ETF in 2016 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 106 increasing their positions, 44 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+31
Holders Change %
+17.03%
% of All Funds
5.33%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.7%
New
46
Increased
106
Reduced
44
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DWM
1
Destination Wealth Management
California
$29.9M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$15.6M
3
AA
3
Ancora Advisors
Ohio
$13.6M
4
BWP
4
BSW Wealth Partners
Colorado
$13.5M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$12.4M

Top Sellers

1
REMPR
1
Roof Eidam Maycock Peralta (REMP)
California
$1.54M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.31M
3
FMT
3
First Mercantile Trust
Tennessee
$0
4
HighTower Advisors
4
HighTower Advisors
Illinois
$11.3M
5
AWMG
5
Alliance Wealth Management Group
New Jersey
$30.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFG
126
JMG Financial Group
Illinois
$708K -$85.5K -3,320 -11%
BWA
127
Burt Wealth Advisors
Maryland
$692K -$4.33K -168 -0.6%
PAM
128
Peak Asset Management
Colorado
$671K +$165K +6,412 +33%
BC
129
Barnett & Company
Tennessee
$670K +$26.3K +1,020 +4%
SFG
130
StrategIQ Financial Group
Indiana
$670K +$83.8K +3,256 +14%
VIA
131
Vantage Investment Advisors
Pennsylvania
$659K +$572K +22,268 +656%
Citigroup
132
Citigroup
New York
$614K +$54.2K +2,108 +10%
CWM
133
Concert Wealth Management
California
$607K -$177K -6,838 -23%
MAS
134
Managed Account Services
Florida
$595K +$595K +23,122 New
AIA
135
Allegis Investment Advisors
Idaho
$573K -$761K -29,550 -57%
GAM
136
Gemmer Asset Management
California
$550K +$327K +12,704 +147%
AG
137
Advisor Group
Arizona
$527K -$84.8K -3,292 -14%
MWAC
138
Mariner Wealth Advisors (Cincinnati)
Ohio
$509K +$15.8K +612 +3%
BFPW
139
BOK Financial Private Wealth
Colorado
$498K +$142K +5,526 +40%
AA
140
Apriem Advisors
California
$487K -$375K -14,574 -44%
QCMNJ
141
Quantum Capital Management (New Jersey)
New Jersey
$485K -$14.8K -574 -3%
BCP
142
Blue Chip Partners
Michigan
$474K +$474K +18,406 New
OC
143
Oarsman Capital
Wisconsin
$468K +$62.3K +2,420 +15%
Royal Bank of Canada
144
Royal Bank of Canada
Ontario, Canada
$466K +$88.5K +3,434 +23%
Bank of New York Mellon
145
Bank of New York Mellon
New York
$463K +$463K +18,002 New
SDWMA
146
Schneider Downs Wealth Management Advisors
Pennsylvania
$458K +$34.6K +1,342 +8%
ACM
147
Armbruster Capital Management
New York
$449K +$186K +7,246 +71%
FFA
148
First Foundation Advisors
California
$435K +$435K +16,890 New
AF
149
Allworth Financial
California
$429K -$183K -7,120 -30%
AFP
150
Ausdal Financial Partners
Iowa
$402K -$78.7K -3,054 -16%
4 5
6
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