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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

246 hedge funds and large institutions have $1.16B invested in Schwab US Aggregate Bond ETF in 2017 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 124 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
+17
Holders Change %
+7.42%
% of All Funds
6.14%
Holding in Top 10
29
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.72%
New
36
Increased
124
Reduced
63
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APP
1
Avantax Planning Partners
Iowa
$110M
2
Charles Schwab
2
Charles Schwab
California
$114M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$72.4M
4
Bank of America
4
Bank of America
North Carolina
$24.7M
5
AA
5
Apriem Advisors
California
$9.77M

Top Sellers

1
AFS
1
Access Financial Services
Minnesota
$10.3M
2
RW
2
Rand Wealth
Maryland
$0
3
JWA
3
JFS Wealth Advisors
Pennsylvania
$43K
4
BC
4
Brinker Capital
Pennsylvania
$13.5M
5
SFA
5
Sequoia Financial Advisors
Ohio
$6.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCP
151
Blue Chip Partners
Michigan
$487K +$2.88K +110 +0.6%
AIA
152
Allegis Investment Advisors
Idaho
$446K -$4.97K -190 -1%
WF
153
WealthTrust Fairport
Ohio
$437K +$3.24K +124 +0.7%
PFM
154
Peak Financial Management
Massachusetts
$425K +$25.9K +990 +6%
RW
155
REDW Wealth
New Mexico
$421K +$43.9K +1,682 +12%
GP
156
Girard Partners
Pennsylvania
$406K – – –
CAM
157
Cubic Asset Management
Massachusetts
$405K +$26.1K +1,000 +7%
WA
158
WBH Advisory
Maryland
$397K +$116K +4,436 +41%
BFPW
159
BOK Financial Private Wealth
Colorado
$393K -$13.8K -530 -3%
AACR
160
ACR Alpine Capital Research
Missouri
$363K -$577K -22,130 -61%
AFP
161
Ausdal Financial Partners
Iowa
$360K +$2.14K +82 +0.6%
SWP
162
Stratos Wealth Partners
Ohio
$355K -$9.73K -372 -3%
PA
163
Pinnacle Associates
New York
$351K +$6.26K +240 +2%
CWM
164
Concert Wealth Management
California
$340K -$89.5K -3,424 -21%
AG
165
Appleton Group
Wisconsin
$338K +$338K +12,934 New
AG
166
Advisor Group
Arizona
$331K -$55.3K -2,112 -14%
DIA
167
Denver Investment Advisors
Colorado
$330K +$26.9K +1,030 +9%
MML Investors Services
168
MML Investors Services
Massachusetts
$330K +$330K +12,630 New
FM
169
Foster & Motley
Ohio
$328K -$2.66K -102 -0.8%
FAM
170
Foothills Asset Management
Arizona
$327K +$50.9K +1,948 +18%
FAAS
171
First Allied Advisory Services
California
$316K +$316K +12,042 New
KFA
172
Kelleher Financial Advisors
New York
$313K +$313K +11,992 New
LAIC
173
Lederer & Associates Investment Counsel
California
$309K +$25.4K +972 +9%
SA
174
SRH Advisors
Kansas
$289K – – –
PA
175
Paracle Advisors
Washington
$288K +$20.5K +786 +8%
5 6
7
8 9