SCHZ icon

Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

253 hedge funds and large institutions have $1.36B invested in Schwab US Aggregate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 148 increasing their positions, 60 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+7
Holders Change %
+2.85%
% of All Funds
6.32%
Holding in Top 10
33
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.79%
% of All Funds
0.82%
New
23
Increased
148
Reduced
60
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$55.5M
2
AWMG
2
Alliance Wealth Management Group
New Jersey
$40.2M
3
Charles Schwab
3
Charles Schwab
California
$133M
4
OIA
4
OneDigital Investment Advisors
Kansas
$18.8M
5
AA
5
Apriem Advisors
California
$26.2M

Top Sellers

1
BC
1
Brinker Capital
Pennsylvania
$2.19M
2
BA
2
Bristlecone Advisors
Washington
$0
3
AFS
3
Access Financial Services
Minnesota
$1.8M
4
OAJ
4
Ogorek Anthony Joseph
New York
$13.9M
5
NPC
5
National Planning Corporation
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
126
Pure Financial Advisors
California
$1.06M +$44.5K +1,700 +4%
PFM
127
Phillips Financial Management
Indiana
$1.06M +$70.6K +2,698 +7%
TCM
128
Twele Capital Management
Minnesota
$1.02M -$85.8K -3,278 -8%
GI
129
Gradient Investments
Minnesota
$1M +$33.8K +1,290 +3%
HB
130
Homrich & Berg
Georgia
$996K +$75.2K +2,872 +8%
BL
131
BCWM LLC
Kansas
$979K +$65.5K +2,504 +7%
CFD
132
Creative Financial Designs
Indiana
$970K +$111K +4,232 +13%
BRWA
133
B. Riley Wealth Advisors
Florida
$928K +$31K +1,184 +3%
MAS
134
Madden Advisory Services
Florida
$915K +$95.5K +3,650 +12%
JFG
135
JMG Financial Group
Illinois
$895K +$202K +7,718 +29%
SWM
136
Stockman Wealth Management
Montana
$864K +$864K +33,000 New
MML Investors Services
137
MML Investors Services
Massachusetts
$842K +$512K +19,550 +155%
PFG
138
Piershale Financial Group
Illinois
$800K -$618K -23,624 -44%
WIC
139
Whitegate Investment Counselors
New Hampshire
$793K -$62.8K -2,400 -7%
MI
140
Moneywise Inc
Virginia
$786K +$78.2K +2,986 +11%
HDIM
141
Hanson & Doremus Investment Management
Vermont
$784K +$499K +19,060 +175%
HCM
142
Hengehold Capital Management
Ohio
$769K -$5.29K -202 -0.7%
CIAS
143
Capital Investment Advisory Services
North Carolina
$766K -$470K -17,970 -38%
PS
144
Portfolio Solutions
Michigan
$759K -$750K -28,630 -50%
HWM
145
Highwater Wealth Management
Colorado
$755K +$27.4K +1,048 +4%
VF
146
Virtu Financial
New York
$720K +$720K +27,502 New
OC
147
Oarsman Capital
Wisconsin
$718K +$38.9K +1,484 +6%
VIA
148
Vantage Investment Advisors
Pennsylvania
$703K +$37.9K +1,446 +6%
MAS
149
Managed Account Services
Florida
$698K +$90.5K +3,454 +15%
SFG
150
StrategIQ Financial Group
Indiana
$681K +$26.7K +1,018 +4%
4 5
6
7 8