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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

321 hedge funds and large institutions have $1.7B invested in Schwab US Aggregate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 156 increasing their positions, 62 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
+68
Holders Change %
+26.88%
% of All Funds
7.29%
Holding in Top 10
43
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+30.3%
% of All Funds
0.98%
New
77
Increased
156
Reduced
62
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$166M
2
DWM
2
Destination Wealth Management
California
$30.7M
3
Jane Street
3
Jane Street
New York
$29.8M
4
Mariner
4
Mariner
Kansas
$19.5M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$90.5M

Top Sellers

1
AA
1
Apriem Advisors
California
$7.11M
2
AWMG
2
Alliance Wealth Management Group
New Jersey
$23.1M
3
Ameriprise
3
Ameriprise
Minnesota
$42.8M
4
AL
4
Aspiriant LLC
California
$1.11M
5
Morgan Stanley
5
Morgan Stanley
New York
$7.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
201
SignatureFD
Georgia
$511K +$125K +4,812 +32%
WF
202
WealthTrust Fairport
Ohio
$501K +$78.7K +3,028 +19%
IFWM
203
Institute for Wealth Management
Colorado
$500K +$500K +19,266 New
BCP
204
Blue Chip Partners
Michigan
$491K +$2.97K +114 +0.6%
WWM
205
Wagner Wealth Management
South Carolina
$491K +$491K +18,936 New
FAM
206
Foothills Asset Management
Arizona
$456K +$19.3K +744 +4%
PEA
207
Pacific Edge Advisors
California
$443K +$443K +17,040 New
WA
208
WBH Advisory
Maryland
$431K +$35K +1,348 +9%
FLA
209
Financial Life Advisors
Texas
$431K +$431K +16,550 New
H
210
HoyleCohen
California
$426K +$426K +16,368 New
XS
211
XML Securities
Maryland
$426K +$426K +16,378 New
AACR
212
ACR Alpine Capital Research
Missouri
$423K -$39.4K -1,514 -9%
SA
213
SRH Advisors
Kansas
$415K +$128K +4,900 +44%
PFG
214
Piershale Financial Group
Illinois
$406K -$389K -14,952 -49%
RW
215
REDW Wealth
New Mexico
$394K +$10.1K +388 +3%
PAG
216
Private Advisor Group
New Jersey
$393K +$85.2K +3,282 +28%
SSWM
217
Sheets Smith Wealth Management
North Carolina
$391K +$391K +15,026 New
SWP
218
Stratos Wealth Partners
Ohio
$380K +$25.3K +972 +7%
LAIC
219
Lederer & Associates Investment Counsel
California
$380K +$37.3K +1,434 +11%
PWM
220
Perigon Wealth Management
California
$366K -$798K -30,584 -69%
DIA
221
Denver Investment Advisors
Colorado
$365K – – –
BFM
222
Broadview Financial Management
Wisconsin
$362K +$362K +13,916 New
BFPW
223
BOK Financial Private Wealth
Colorado
$358K -$12.5K -482 -3%
GP
224
Girard Partners
Pennsylvania
$355K -$49.4K -1,898 -12%
PA
225
Pinnacle Associates
New York
$343K – – –
7 8
9
10 11