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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

253 hedge funds and large institutions have $1.36B invested in Schwab US Aggregate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 148 increasing their positions, 60 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+7
Holders Change %
+2.85%
% of All Funds
6.32%
Holding in Top 10
33
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.79%
% of All Funds
0.82%
New
23
Increased
148
Reduced
60
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$55.5M
2
AWMG
2
Alliance Wealth Management Group
New Jersey
$40.2M
3
Charles Schwab
3
Charles Schwab
California
$133M
4
OIA
4
OneDigital Investment Advisors
Kansas
$18.8M
5
AA
5
Apriem Advisors
California
$26.2M

Top Sellers

1
BC
1
Brinker Capital
Pennsylvania
$2.19M
2
BA
2
Bristlecone Advisors
Washington
$0
3
AFS
3
Access Financial Services
Minnesota
$1.8M
4
OAJ
4
Ogorek Anthony Joseph
New York
$13.9M
5
NPC
5
National Planning Corporation
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AFP
176
Ausdal Financial Partners
Iowa
$363K +$2.1K +80 +0.6%
SWP
177
Stratos Wealth Partners
Ohio
$357K +$1.78K +68 +0.5%
PA
178
Pinnacle Associates
New York
$345K -$7.33K -280 -2%
LAIC
179
Lederer & Associates Investment Counsel
California
$345K +$35.3K +1,350 +11%
IIC
180
Ironwood Investment Counsel
Arizona
$343K +$343K +13,096 New
FM
181
Foster & Motley
Ohio
$335K +$6.17K +236 +2%
KFA
182
Kelleher Financial Advisors
New York
$313K – – –
PAG
183
Private Advisor Group
New Jersey
$310K +$310K +11,856 New
OAM
184
Oxford Asset Management
United Kingdom
$296K +$296K +11,290 New
SA
185
SRH Advisors
Kansas
$289K – – –
PA
186
Paracle Advisors
Washington
$289K +$418 +16 +0.1%
CL
187
Choreo LLC
Illinois
$287K – – –
RPA
188
Rock Point Advisors
Vermont
$280K -$7.87K -300 -3%
AG
189
Advisor Group
Arizona
$270K -$60.4K -2,312 -18%
BJL
190
Brighton Jones LLC
Washington
$259K +$994 +38 +0.4%
MCM
191
Maple Capital Management
Vermont
$259K +$37.5K +1,430 +17%
UB
192
UMB Bank
Missouri
$258K -$14.5K -554 -5%
RCA
193
Rowland Carmichael Advisors
Arizona
$256K – – –
NDSI
194
Newman Dignan & Sheerar Inc
Rhode Island
$254K +$20.2K +772 +9%
HCA
195
Horan Capital Advisors
Ohio
$245K -$2.62K -100 -1%
AC
196
Alley Company
Illinois
$243K +$7.9K +302 +3%
GI
197
GS Investments
Minnesota
$238K +$33.1K +1,264 +16%
CA
198
Cambridge Advisors
Nebraska
$231K +$52 +2 +0%
KFA
199
Kays Financial Advisory
Georgia
$230K +$230K +8,750 New
MWM
200
Meridian Wealth Management
Kentucky
$230K +$230K +8,788 New
6 7
8
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