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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

229 hedge funds and large institutions have $1.06B invested in Schwab US Aggregate Bond ETF in 2017 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 109 increasing their positions, 61 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+16
Holders Change %
+7.51%
% of All Funds
5.71%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.72%
New
36
Increased
109
Reduced
61
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APP
1
Avantax Planning Partners
Iowa
$88.5M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$26.8M
3
Charles Schwab
3
Charles Schwab
California
$96M
4
FMT
4
First Mercantile Trust
Tennessee
$9.3M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$59.9M

Top Sellers

1
DWM
1
Destination Wealth Management
California
$6.15M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$1.2M
3
AWMG
3
Alliance Wealth Management Group
New Jersey
$19M
4
GC
4
Gratus Capital
Georgia
$0
5
OAJ
5
Ogorek Anthony Joseph
New York
$15.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
151
Allegis Investment Advisors
Idaho
$447K -$130K -5,000 -22%
WF
152
WealthTrust Fairport
Ohio
$430K +$59.3K +2,290 +16%
CWM
153
Concert Wealth Management
California
$422K -$181K -7,034 -30%
BFPW
154
BOK Financial Private Wealth
Colorado
$403K -$97K -3,752 -19%
GP
155
Girard Partners
Pennsylvania
$403K +$403K +15,548 New
PFM
156
Peak Financial Management
Massachusetts
$395K +$140K +5,400 +55%
AG
157
Advisor Group
Arizona
$382K -$148K -5,698 -28%
CAM
158
Cubic Asset Management
Massachusetts
$375K – – –
RW
159
REDW Wealth
New Mexico
$374K +$51.8K +2,004 +16%
UB
160
UMB Bank
Missouri
$366K +$132K +5,086 +56%
SWP
161
Stratos Wealth Partners
Ohio
$361K -$14.8K -570 -4%
AFP
162
Ausdal Financial Partners
Iowa
$354K -$49.5K -1,916 -12%
BC
163
Barnett & Company
Tennessee
$350K -$324K -12,510 -48%
PA
164
Pinnacle Associates
New York
$342K -$9.58K -370 -3%
FM
165
Foster & Motley
Ohio
$328K -$42.9K -1,658 -12%
MIAN
166
Mariner Independent Advisor Network
Kansas
$307K +$307K +11,850 New
EWA
167
EP Wealth Advisors
California
$306K -$525K -20,246 -63%
DIA
168
Denver Investment Advisors
Colorado
$300K – – –
FI
169
FormulaFolio Investments
Michigan
$290K +$290K +11,182 New
SA
170
SRH Advisors
Kansas
$286K +$113K +4,370 +65%
RPA
171
Rock Point Advisors
Vermont
$284K -$7.5K -290 -3%
CL
172
Choreo LLC
Illinois
$284K – – –
LAIC
173
Lederer & Associates Investment Counsel
California
$281K +$55.7K +2,152 +25%
WA
174
WBH Advisory
Maryland
$278K +$75.9K +2,940 +38%
FAM
175
Foothills Asset Management
Arizona
$273K +$273K +10,560 New
5 6
7
8 9