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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

171 hedge funds and large institutions have $814M invested in Schwab US Aggregate Bond ETF in 2016 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 84 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+10
Holders Change %
+6.21%
% of All Funds
4.57%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.64%
New
26
Increased
84
Reduced
46
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
$66.8M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$31.4M
3
REMPR
Roof Eidam Maycock Peralta (REMP)
California
$11.3M
4
BA
Bristlecone Advisors
Washington
$11.2M
5
Ameriprise
Ameriprise
Minnesota
$14.5M

Top Sellers

1
HCM
Hengehold Capital Management
Ohio
$1.8M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$10.2M
3
WP
WealthSource Partners
California
$0
4
AA
Alesco Advisors
New York
$0
5
PAG
Pinnacle Advisory Group
Maryland
$2.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
151
Winfield Associates
Ohio
$54K – – –
SSB
152
Sandy Spring Bank
Maryland
$51K – – –
JWA
153
JFS Wealth Advisors
Pennsylvania
$41K +$160 +6 +0.4%
NC
154
NewSquare Capital
Pennsylvania
$41K +$1.35K +50 +3%
PG
155
Patten Group
Tennessee
$32.4K +$5.33K +198 +20%
PO
156
Private Ocean
California
$30K +$160 +6 +0.5%
AA
157
Advisory Alpha
Michigan
$30K +$30K +1,122 New
ASN
158
Advisory Services Network
Georgia
$28K +$26.5K +986 +1,761%
IF
159
Ironwood Financial
Arizona
$27K -$24.3K -900 -47%
SA
160
SRH Advisors
Kansas
$21K – – –
SWA
161
Sutton Wealth Advisors
Florida
$20.5K – – –
NFG
162
Next Financial Group
Texas
$20K – – –
GAM
163
Gemmer Asset Management
California
$19K -$1.73K -64 -8%
US Bancorp
164
US Bancorp
Minnesota
$16K – – –
SJIM
165
St. Johns Investment Management
Florida
$11K – – –
CAPTRUST Financial Advisors
166
CAPTRUST Financial Advisors
North Carolina
$11K +$2.64K +100 +32%
IWM
167
Integrated Wealth Management
California
$10K +$10K +380 New
HCM
168
Horrell Capital Management
Arkansas
$6K – – –
Northwestern Mutual Wealth Management
169
Northwestern Mutual Wealth Management
Wisconsin
$3K -$491 -18 -14%
HDIM
170
Hanson & Doremus Investment Management
Vermont
$3K +$234 +10 +8%
WP
171
WealthSource Partners
California
– -$7.72M -292,356 Closed
AA
172
Alesco Advisors
New York
– -$6.14M -232,460 Closed
AI
173
Atria Investments
North Carolina
– -$4.67M -176,918 Closed
Jane Street
174
Jane Street
New York
– -$2.53M -95,754 Closed
AC
175
Alexandria Capital
Virginia
– -$794K -30,056 Closed
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