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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

161 hedge funds and large institutions have $671M invested in Schwab US Aggregate Bond ETF in 2016 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 76 increasing their positions, 41 reducing their positions, and 20 closing their positions.

Holders
161
Holders Change
+8
Holders Change %
+5.23%
% of All Funds
4.3%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.59%
New
28
Increased
76
Reduced
41
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$23.8M
2
HCM
2
Hengehold Capital Management
Ohio
$17.2M
3
KF
3
Krilogy Financial
Missouri
$13.9M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$72.2M
5
OAJ
5
Ogorek Anthony Joseph
New York
$27M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$1.22M
2
GC
2
Gratus Capital
Georgia
$0
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$375K
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$8K
5
PS
5
Portfolio Solutions
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
151
Gemmer Asset Management
California
$20K +$2.45K +94 +14%
US Bancorp
152
US Bancorp
Minnesota
$16K – – –
UFA
153
US Financial Advisors
Massachusetts
$13K +$13K +480 New
SJIM
154
St. Johns Investment Management
Florida
$11K – – –
CAPTRUST Financial Advisors
155
CAPTRUST Financial Advisors
North Carolina
$8K -$2.07M -81,652 -100%
HCM
156
Horrell Capital Management
Arkansas
$6K – – –
CK
157
Carnick & Kubik
Colorado
$5K +$5K +196 New
HDIM
158
Hanson & Doremus Investment Management
Vermont
$3K +$1.83K +72 +157%
Northwestern Mutual Wealth Management
159
Northwestern Mutual Wealth Management
Wisconsin
$3K +$3K +128 New
ASN
160
Advisory Services Network
Georgia
$1K +$1K +56 New
GC
161
Gratus Capital
Georgia
– -$3.56M -138,330 Closed
PS
162
Portfolio Solutions
Michigan
– -$1.81M -70,286 Closed
WI
163
WrapManager Inc
California
– -$1.52M -58,916 Closed
HP
164
HT Partners
Connecticut
– -$1.47M -57,010 Closed
HSA
165
HBK Sorce Advisory
Pennsylvania
– -$1.08M -41,872 Closed
CWM
166
Concert Wealth Management
California
– -$872K -33,752 Closed
TPW
167
Tiller Private Wealth
Pennsylvania
– -$771K -29,934 Closed
DIS
168
Diversified Investment Strategies
Louisiana
– -$595K -23,100 Closed
AIS
169
Accurate Investment Solutions
Pennsylvania
– -$413K -16,052 Closed
SWM
170
SVA Wealth Management
Wisconsin
– -$360K -13,968 Closed
IA
171
IFP Advisors
Florida
– -$207K -8,050 Closed
PFG
172
Piershale Financial Group
Illinois
– -$145K -5,644 Closed
AFP
173
Ausdal Financial Partners
Iowa
– -$134K -5,222 Closed
MA
174
MUFG Americas
New York
– -$134K -5,200 Closed
ADL
175
Asset Dedication LLC
California
– -$22K -856 Closed
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