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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

153 hedge funds and large institutions have $540M invested in Schwab US Aggregate Bond ETF in 2015 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 71 increasing their positions, 35 reducing their positions, and 8 closing their positions.

Holders
153
Holders Change
+22
Holders Change %
+16.79%
% of All Funds
4.02%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.47%
New
32
Increased
71
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UCFA
1
United Capital Financial Advisors
Texas
$66.9M
2
BlackRock
2
BlackRock
New York
$7.51M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$59.7M
4
EWA
4
EP Wealth Advisors
California
$4.95M
5
CWM
5
Confluence Wealth Management
Oregon
$5.06M

Top Sellers

1
KF
1
Krilogy Financial
Missouri
$0
2
OAJ
2
Ogorek Anthony Joseph
New York
$18.6M
3
RW
3
Rand Wealth
Maryland
$6.93M
4
FMT
4
First Mercantile Trust
Tennessee
$12.2M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
HDIM
151
Hanson & Doremus Investment Management
Vermont
$1K +$174 +8 +21%
NMIS
152
Northwestern Mutual Investment Services
Wisconsin
$1K +$1K +34 New
KF
153
Krilogy Financial
Missouri
– -$11.9M -454,952 Closed
Susquehanna International Group
154
Susquehanna International Group
Pennsylvania
– -$1.5M -57,334 Closed
SGS
155
Sterling Global Strategies
California
– -$768K -29,464 Closed
BC
156
Barnett & Company
Tennessee
– -$514K -19,702 Closed
TSS
157
Two Sigma Securities
New York
– -$334K -12,808 Closed
WF
158
WealthTrust Fairport
Ohio
– -$202K -7,738 Closed
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
– -$7K -274 Closed
CK
160
Carnick & Kubik
Colorado
– -$2.61K -100 Closed
3 4 5 6
7