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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 %
EWM
201
Evercore Wealth Management
New York
$82K +$82K +3,162 New
MIM
202
Macroview Investment Management
Maryland
$79K +$36.8K +1,430 +87%
CJA
203
C-J Advisory
California
$78K +$38.7K +1,500 +99%
PSUF
204
People's United Financial
Connecticut
$72K +$2.09K +80 +3%
Fifth Third Bancorp
205
Fifth Third Bancorp
Ohio
$70K – – –
MSFP
206
Mark Sheptoff Financial Planning
Connecticut
$62K +$52 +2 +0.1%
DADC
207
D.A. Davidson & Co
Montana
$57K – – –
PFO
208
Pathstone Family Office
New Jersey
$57K +$57K +2,196 New
WA
209
Winfield Associates
Ohio
$53K – – –
SSB
210
Sandy Spring Bank
Maryland
$50K – – –
SJIM
211
St. Johns Investment Management
Florida
$47K – – –
ECM
212
Exchange Capital Management
Michigan
$47K +$47K +1,810 New
PS
213
Portfolio Solutions
Michigan
$41K -$905K -34,980 -96%
PG
214
Patten Group
Tennessee
$30K – – –
PO
215
Private Ocean
California
$30K +$210 +8 +0.7%
SQA
216
Simon Quick Advisors
New Jersey
$29K +$29K +1,112 New
EA
217
Edge Advisors
Georgia
$28K +$153 +6 +0.5%
ASN
218
Advisory Services Network
Georgia
$27K +$27K +1,060 New
WCG
219
Wall Capital Group
Arizona
$26K +$26K +1,000 New
NFG
220
Next Financial Group
Texas
$20K – – –
SWA
221
Sutton Wealth Advisors
Florida
$19.8K – – –
NC
222
NewSquare Capital
Pennsylvania
$13K – – –
PA
223
Parallel Advisors
California
$12K -$7.56K -300 -39%
YWP
224
YorkBridge Wealth Partners
New York
$9K +$9K +362 New
GBBWRPM
225
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$8K +$53 +2 +0.7%
6 7 8
9
10