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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

42 hedge funds and large institutions have $64.2M invested in Schwab US Aggregate Bond ETF in 2013 Q2 according to their latest regulatory filings, with 42 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
42
Holders Change
+42
Holders Change %
–
% of All Funds
1.37%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.07%
New
42
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$10.4M
2
Jane Street
2
Jane Street
New York
$9.48M
3
UCFA
3
United Capital Financial Advisors
Texas
$4.62M
4
BSB
4
Bangor Savings Bank
Maine
$3.71M
5
MAS
5
Madden Advisory Services
Florida
$3.65M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$10.4M 205,916 +205,916 New
Jane Street
2
Jane Street
New York
$9.48M 187,653 +187,653 New
UCFA
3
United Capital Financial Advisors
Texas
$4.62M 91,472 +91,472 New
BSB
4
Bangor Savings Bank
Maine
$3.71M 73,349 +73,349 New
MAS
5
Madden Advisory Services
Florida
$3.65M 72,152 +72,152 New
AI
6
Atria Investments
North Carolina
$3.54M 70,064 +70,064 New
BWP
7
BSW Wealth Partners
Colorado
$3.44M 68,027 +68,027 New
KCG
8
Knight Capital Group
$3.21M 63,471 +63,471 New
RJFSA
9
Raymond James Financial Services Advisors
Florida
$3.03M 59,983 +59,983 New
RPGK
10
Retirement Planning Group (Kansas)
Kansas
$2.53M 50,091 +50,091 New
BSW
11
Buckingham Strategic Wealth
Missouri
$2M 39,547 +39,547 New
AA
12
Alesco Advisors
New York
$2M 39,507 +39,507 New
HSA
13
HBK Sorce Advisory
Pennsylvania
$1.49M 29,436 +29,436 New
RMA
14
Roffman Miller Associates
Pennsylvania
$1.39M 27,465 +27,465 New
WA
15
Waverly Advisors
Alabama
$1.22M 24,115 +24,115 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$999K 19,770 +19,770 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$941K 18,628 +18,628 New
BL
18
BCWM LLC
Kansas
$788K 15,600 +15,600 New
CMP
19
Courage Miller Partners
Virginia
$708K 14,013 +14,013 New
EWM
20
Empirical Wealth Management
Washington
$692K 13,696 +13,696 New
APCM
21
Alaska Permanent Capital Management
Alaska
$646K 12,790 +12,790 New
LYV
22
Live Your Vision
Pennsylvania
$607K 12,074 +12,074 New
MAM
23
Marquette Asset Management
Minnesota
$439K 8,687 +8,687 New
AIM
24
Aspen Investment Management
Michigan
$408K 8,070 +8,070 New
BAS
25
Brown Advisory Securities
Maryland
$391K 7,722 +7,722 New
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