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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

213 hedge funds and large institutions have $1.03B invested in Schwab US Aggregate Bond ETF in 2016 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 106 increasing their positions, 44 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+31
Holders Change %
+17.03%
% of All Funds
5.33%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.7%
New
46
Increased
106
Reduced
44
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DWM
1
Destination Wealth Management
California
$29.9M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$15.6M
3
AA
3
Ancora Advisors
Ohio
$13.6M
4
BWP
4
BSW Wealth Partners
Colorado
$13.5M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$12.4M

Top Sellers

1
REMPR
1
Roof Eidam Maycock Peralta (REMP)
California
$1.54M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.31M
3
FMT
3
First Mercantile Trust
Tennessee
$0
4
HighTower Advisors
4
HighTower Advisors
Illinois
$11.3M
5
AWMG
5
Alliance Wealth Management Group
New Jersey
$30.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTS
151
Fifth Third Securities
Ohio
$389K +$35.1K +1,360 +10%
SWP
152
Stratos Wealth Partners
Ohio
$374K +$47.4K +1,838 +15%
CAM
153
Cubic Asset Management
Massachusetts
$373K – – –
FM
154
Foster & Motley
Ohio
$369K -$2.06K -80 -0.6%
WF
155
WealthTrust Fairport
Ohio
$369K +$33K +1,280 +10%
CA
156
Cambridge Advisors
Nebraska
$360K -$6.14K -238 -2%
MFT
157
Moisand Fitzgerald Tamayo
Florida
$357K -$31.3K -1,214 -8%
PA
158
Pinnacle Associates
New York
$350K -$2.32K -90 -0.7%
NL
159
NWAM LLC
Washington
$334K +$334K +12,962 New
RW
160
REDW Wealth
New Mexico
$321K +$321K +12,452 New
LF
161
Lee Financial
Texas
$314K +$314K +12,198 New
M&T Bank
162
M&T Bank
New York
$312K +$312K +12,134 New
DIA
163
Denver Investment Advisors
Colorado
$299K – – –
RPA
164
Rock Point Advisors
Vermont
$290K +$49K +1,904 +20%
CL
165
Choreo LLC
Illinois
$282K +$282K +10,954 New
Manulife (Manufacturers Life Insurance)
166
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$273K +$219K +8,494 +405%
PAG
167
Private Advisor Group
New Jersey
$263K -$179K -6,910 -41%
PFM
168
Peak Financial Management
Massachusetts
$254K +$254K +9,870 New
RCA
169
Rowland Carmichael Advisors
Arizona
$252K – – –
VKH
170
Virtu KCG Holdings
New York
$251K -$355K -13,816 -59%
NGA
171
Naples Global Advisors
Florida
$239K – – –
UB
172
UMB Bank
Missouri
$233K – – –
PA
173
Paracle Advisors
Washington
$230K +$230K +8,962 New
LAIC
174
Lederer & Associates Investment Counsel
California
$224K +$224K +8,712 New
AIM
175
Aspen Investment Management
Michigan
$219K -$5.15K -200 -2%
5 6
7
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