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

Top Sellers

1
HCM
1
Hengehold Capital Management
Ohio
$1.8M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$10.2M
3
WP
3
WealthSource Partners
California
$0
4
AA
4
Alesco Advisors
New York
$0
5
PAG
5
Pinnacle Advisory Group
Maryland
$2.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
BL
176
BCWM LLC
Kansas
– -$781K -29,566 Closed
SAM
177
Stringer Asset Management
Tennessee
– -$741K -28,042 Closed
Fisher Asset Management
178
Fisher Asset Management
Washington
– -$429K -16,190 Closed
YMRC
179
Yorktown Management & Research Company
Virginia
– -$359K -13,600 Closed
AG
180
Appleton Group
Wisconsin
– -$320K -12,104 Closed
AIG
181
American International Group
New York
– -$120K -4,542 Closed
S
182
SignatureFD
Georgia
– -$111K -4,220 Closed
UFA
183
US Financial Advisors
Massachusetts
– -$13K -480 Closed
4 5 6 7
8