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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 %
GMA
176
Goldstein Munger & Associates
California
$212K +$212K +8,246 New
WPA
177
West Paces Advisors
Georgia
$207K +$207K +8,020 New
WA
178
WBH Advisory
Maryland
$201K +$201K +7,824 New
VNA
179
Valley National Advisers
Pennsylvania
$194K -$963K -37,390 -83%
SA
180
SRH Advisors
Kansas
$172K +$123K +4,770 +250%
RBC
181
Roble Belko & Company
Pennsylvania
$148K – – –
SEI Investments
182
SEI Investments
Pennsylvania
$146K +$3.76K +146 +3%
PFBT
183
Parkside Financial Bank & Trust
Missouri
$138K +$5.19K +202 +4%
LWMT
184
Legacy Wealth Management (Tennessee)
Tennessee
$127K +$127K +4,948 New
CFD
185
Creative Financial Designs
Indiana
$124K +$124K +4,834 New
DAM
186
Delta Asset Management
Tennessee
$103K – – –
WCM
187
Wealthcare Capital Management
Virginia
$102K – – –
AOWM
188
Alpha Omega Wealth Management
Virginia
$100K +$100K +3,900 New
Fifth Third Bancorp
189
Fifth Third Bancorp
Ohio
$70K – – –
PSUF
190
People's United Financial
Connecticut
$69K +$8.18K +318 +13%
MSFP
191
Mark Sheptoff Financial Planning
Connecticut
$61K – – –
DADC
192
D.A. Davidson & Co
Montana
$57K +$57K +2,228 New
WA
193
Winfield Associates
Ohio
$52K +$718 +28 +1%
SSB
194
Sandy Spring Bank
Maryland
$49K – – –
SJIM
195
St. Johns Investment Management
Florida
$47K +$36.1K +1,404 +333%
MIM
196
Macroview Investment Management
Maryland
$42K – – –
CJA
197
C-J Advisory
California
$39K +$39K +1,520 New
MFS
198
MSI Financial Services
Massachusetts
$30K -$48.1K -1,878 -62%
PG
199
Patten Group
Tennessee
$30K +$571 +22 +2%
PO
200
Private Ocean
California
$29K +$153 +6 +0.5%
5 6 7
8
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