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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 %
RPA
176
Rock Point Advisors
Vermont
$287K – – –
CL
177
Choreo LLC
Illinois
$286K +$52 +2 +0%
HDIM
178
Hanson & Doremus Investment Management
Vermont
$285K +$125K +4,776 +78%
RJA
179
Raymond James & Associates
Florida
$283K +$283K +10,840 New
UB
180
UMB Bank
Missouri
$272K -$97.5K -3,732 -26%
ACA
181
Ackerman Capital Advisors
Texas
$267K +$267K +10,236 New
BJL
182
Brighton Jones LLC
Washington
$258K +$258K +9,864 New
RCA
183
Rowland Carmichael Advisors
Arizona
$256K – – –
Koshinski Asset Management
184
Koshinski Asset Management
Illinois
$253K +$10.9K +418 +5%
HCA
185
Horan Capital Advisors
Ohio
$247K +$42.9K +1,640 +21%
Millennium Management
186
Millennium Management
New York
$237K +$237K +9,068 New
AC
187
Alley Company
Illinois
$235K +$29.4K +1,124 +14%
NDSI
188
Newman Dignan & Sheerar Inc
Rhode Island
$233K +$233K +8,936 New
CA
189
Cambridge Advisors
Nebraska
$230K +$887 +34 +0.4%
MCM
190
Mengis Capital Management
Oregon
$226K +$18K +692 +9%
RWM
191
Ritholtz Wealth Management
New York
$225K +$225K +8,626 New
MCM
192
Maple Capital Management
Vermont
$221K +$221K +8,448 New
LWAC
193
Laurel Wealth Advisors (California)
California
$215K +$2.5K +96 +1%
NGA
194
Naples Global Advisors
Florida
$213K -$23.5K -900 -10%
AIM
195
Aspen Investment Management
Michigan
$212K -$10.2K -390 -5%
GI
196
GS Investments
Minnesota
$204K +$204K +7,820 New
HSA
197
HBK Sorce Advisory
Pennsylvania
$201K +$201K +7,704 New
VNA
198
Valley National Advisers
Pennsylvania
$187K -$6.43K -246 -3%
PFBT
199
Parkside Financial Bank & Trust
Missouri
$168K -$2.46K -94 -1%
LCM
200
Liberty Capital Management
Michigan
$162K +$162K +6,234 New
6 7
8
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