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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

321 hedge funds and large institutions have $1.7B invested in Schwab US Aggregate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 156 increasing their positions, 62 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
+68
Holders Change %
+26.88%
% of All Funds
7.29%
Holding in Top 10
43
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+30.3%
% of All Funds
0.98%
New
77
Increased
156
Reduced
62
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$166M
2
DWM
2
Destination Wealth Management
California
$30.7M
3
Jane Street
3
Jane Street
New York
$29.8M
4
Mariner
4
Mariner
Kansas
$19.5M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$90.5M

Top Sellers

1
AA
1
Apriem Advisors
California
$7.11M
2
AWMG
2
Alliance Wealth Management Group
New Jersey
$23.1M
3
Ameriprise
3
Ameriprise
Minnesota
$42.8M
4
AL
4
Aspiriant LLC
California
$1.11M
5
Morgan Stanley
5
Morgan Stanley
New York
$7.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
151
Novare Capital Management
North Carolina
$1.32M +$693K +26,622 +110%
AWM
152
Avior Wealth Management
Nebraska
$1.3M +$69K +2,650 +6%
FFA
153
First Foundation Advisors
California
$1.26M +$1.26M +48,424 New
Renaissance Technologies
154
Renaissance Technologies
New York
$1.24M +$1.24M +47,624 New
CAPTRUST Financial Advisors
155
CAPTRUST Financial Advisors
North Carolina
$1.2M +$1.46K +56 +0.1%
SFG
156
Sage Financial Group
Pennsylvania
$1.17M +$1.17M +44,816 New
PFM
157
Phillips Financial Management
Indiana
$1.15M +$100K +3,868 +10%
REMPR
158
Roof Eidam Maycock Peralta (REMP)
California
$1.12M – – –
TWA
159
TCI Wealth Advisors
Arizona
$1.11M +$1.11M +42,826 New
AL
160
Aspiriant LLC
California
$1.11M -$5M -191,942 -82%
BRWA
161
B. Riley Wealth Advisors
Florida
$1.1M +$180K +6,914 +20%
RRC
162
Relaxing Retirement Coach
Massachusetts
$1.08M +$1.08M +41,648 New
TCM
163
Twele Capital Management
Minnesota
$1.07M +$53.5K +2,058 +5%
SWM
164
Stockman Wealth Management
Montana
$1.04M +$182K +7,000 +21%
OC
165
Oarsman Capital
Wisconsin
$1M +$289K +11,102 +40%
GI
166
Gradient Investments
Minnesota
$999K +$2.6K +100 +0.3%
MAS
167
Madden Advisory Services
Florida
$998K +$87.8K +3,374 +10%
SHA
168
Seneca House Advisors
Virginia
$996K +$996K +38,284 New
BL
169
BCWM LLC
Kansas
$974K +$573 +22 +0.1%
Cetera Investment Advisers
170
Cetera Investment Advisers
Illinois
$973K -$129K -4,956 -12%
SWM
171
Shakespeare Wealth Management
Wisconsin
$973K +$973K +37,382 New
Millennium Management
172
Millennium Management
New York
$944K +$561K +21,554 +146%
JFG
173
JMG Financial Group
Illinois
$907K +$17.6K +678 +2%
SCA
174
Strategic Capital Advisers
Colorado
$879K +$879K +33,764 New
HDIM
175
Hanson & Doremus Investment Management
Vermont
$863K +$83.1K +3,192 +11%
5 6
7
8 9