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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

229 hedge funds and large institutions have $1.06B invested in Schwab US Aggregate Bond ETF in 2017 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 109 increasing their positions, 61 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+16
Holders Change %
+7.51%
% of All Funds
5.71%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.72%
New
36
Increased
109
Reduced
61
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APP
Avantax Planning Partners
Iowa
$88.5M
2
Financial Engines Advisors
Financial Engines Advisors
California
$26.8M
3
Charles Schwab
Charles Schwab
California
$96M
4
FMT
First Mercantile Trust
Tennessee
$9.3M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$59.9M

Top Sellers

1
DWM
Destination Wealth Management
California
$6.15M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$1.2M
3
AWMG
Alliance Wealth Management Group
New Jersey
$19M
4
GC
Gratus Capital
Georgia
$0
5
OAJ
Ogorek Anthony Joseph
New York
$15.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
126
B. Riley Wealth Advisors
Florida
$760K -$374K -14,432 -33%
HCM
127
Hengehold Capital Management
Ohio
$748K +$13.3K +514 +2%
CFD
128
Creative Financial Designs
Indiana
$741K +$616K +23,768 +492%
PAG
129
Private Advisor Group
New Jersey
$735K +$472K +18,238 +180%
SFG
130
StrategIQ Financial Group
Indiana
$696K +$21.6K +834 +3%
VIA
131
Vantage Investment Advisors
Pennsylvania
$693K +$28K +1,082 +4%
PAM
132
Peak Asset Management
Colorado
$690K +$15.1K +582 +2%
PAG
133
Pinnacle Advisory Group
Maryland
$681K -$444K -17,148 -39%
BWA
134
Burt Wealth Advisors
Maryland
$674K -$21.5K -830 -3%
Citigroup
135
Citigroup
New York
$654K +$36.4K +1,408 +6%
FTUS
136
Flow Traders U.S.
New York
$653K +$653K +25,222 New
JFG
137
JMG Financial Group
Illinois
$642K -$70.3K -2,714 -10%
OC
138
Oarsman Capital
Wisconsin
$637K +$166K +6,416 +35%
MWAC
139
Mariner Wealth Advisors (Cincinnati)
Ohio
$601K +$88.7K +3,422 +17%
MAS
140
Managed Account Services
Florida
$595K -$4.15K -160 -0.7%
Royal Bank of Canada
141
Royal Bank of Canada
Ontario, Canada
$576K +$108K +4,172 +23%
AA
142
Apriem Advisors
California
$571K +$81.5K +3,150 +17%
ACM
143
Armbruster Capital Management
New York
$538K +$86.1K +3,324 +19%
Commonwealth Equity Services
144
Commonwealth Equity Services
Massachusetts
$526K +$526K +20,308 New
QCMNJ
145
Quantum Capital Management (New Jersey)
New Jersey
$517K +$28.7K +1,110 +6%
NCM
146
Novare Capital Management
North Carolina
$493K +$493K +19,056 New
BCP
147
Blue Chip Partners
Michigan
$479K +$2.85K +110 +0.6%
AF
148
Allworth Financial
California
$469K +$37.4K +1,444 +9%
HWM
149
Highwater Wealth Management
Colorado
$462K +$462K +17,836 New
FCAG
150
First Capital Advisors Group
New Jersey
$460K +$460K +17,748 New
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