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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 %
RBC
201
Roble Belko & Company
Pennsylvania
$150K – – –
CIR
202
Clear Investment Research
Georgia
$136K +$136K +5,218 New
BCM
203
Blume Capital Management
California
$134K – – –
PG
204
Patten Group
Tennessee
$111K +$80.8K +3,094 +268%
DAM
205
Delta Asset Management
Tennessee
$105K – – –
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$105K +$105K +4,034 New
WCM
207
Wealthcare Capital Management
Virginia
$104K – – –
AOWM
208
Alpha Omega Wealth Management
Virginia
$102K – – –
NSB
209
Norway Savings Bank
Maine
$99K +$99K +3,790 New
Royal Bank of Canada
210
Royal Bank of Canada
Ontario, Canada
$96K -$491K -18,604 -84%
PA
211
Parallel Advisors
California
$85K +$72.5K +2,770 +582%
EWM
212
Evercore Wealth Management
New York
$83K – – –
MIM
213
Macroview Investment Management
Maryland
$80K – – –
CJA
214
C-J Advisory
California
$79K – – –
PSUF
215
People's United Financial
Connecticut
$78K +$6K +230 +8%
ASN
216
Advisory Services Network
Georgia
$73K +$45.2K +1,722 +162%
MSFP
217
Mark Sheptoff Financial Planning
Connecticut
$62K -$52 -2 -0.1%
Fifth Third Bancorp
218
Fifth Third Bancorp
Ohio
$60K -$10.7K -412 -15%
DADC
219
D.A. Davidson & Co
Montana
$56K -$1.23K -48 -2%
WA
220
Winfield Associates
Ohio
$53K – – –
SJIM
221
St. Johns Investment Management
Florida
$48K – – –
JWA
222
JFS Wealth Advisors
Pennsylvania
$43K -$4.39M -166,598 -99%
US Bancorp
223
US Bancorp
Minnesota
$41K +$41K +1,590 New
PO
224
Private Ocean
California
$37K +$6.91K +262 +23%
SQA
225
Simon Quick Advisors
New Jersey
$34K +$5.23K +202 +18%
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