SCHZ icon

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 %
PA
176
Paracle Advisors
Washington
$265K +$33.4K +1,292 +14%
RCA
177
Rowland Carmichael Advisors
Arizona
$254K – – –
VKH
178
Virtu KCG Holdings
New York
$253K – – –
UAS
179
United Asset Strategies
New York
$242K +$242K +9,358 New
Koshinski Asset Management
180
Koshinski Asset Management
Illinois
$240K +$240K +9,262 New
NGA
181
Naples Global Advisors
Florida
$235K -$5.18K -200 -2%
CA
182
Cambridge Advisors
Nebraska
$227K -$134K -5,182 -37%
AIM
183
Aspen Investment Management
Michigan
$220K – – –
FTS
184
Fifth Third Securities
Ohio
$217K -$172K -6,674 -44%
LWAC
185
Laurel Wealth Advisors (California)
California
$210K +$210K +8,148 New
MCM
186
Mengis Capital Management
Oregon
$207K +$207K +7,994 New
AC
187
Alley Company
Illinois
$204K +$204K +7,868 New
HCA
188
Horan Capital Advisors
Ohio
$202K +$202K +7,804 New
VNA
189
Valley National Advisers
Pennsylvania
$192K -$3.53K -136 -2%
PFBT
190
Parkside Financial Bank & Trust
Missouri
$169K +$29.7K +1,146 +21%
AIP
191
Almanack Investment Partners
Pennsylvania
$168K +$168K +6,470 New
HDIM
192
Hanson & Doremus Investment Management
Vermont
$159K +$155K +5,958 +3,546%
RBC
193
Roble Belko & Company
Pennsylvania
$149K – – –
ADL
194
Asset Dedication LLC
California
$140K +$140K +5,392 New
BCM
195
Blume Capital Management
California
$133K +$133K +5,120 New
SEI Investments
196
SEI Investments
Pennsylvania
$125K -$21.7K -840 -15%
CAG
197
Crestwood Advisors Group
Massachusetts
$105K +$105K +4,040 New
DAM
198
Delta Asset Management
Tennessee
$104K – – –
WCM
199
Wealthcare Capital Management
Virginia
$103K – – –
AOWM
200
Alpha Omega Wealth Management
Virginia
$101K – – –
6 7
8
9 10