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Schwab US Aggregate Bond ETF
SCHZ

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.

New
Increased
Maintained
Reduced
Closed

28.85% more ownership

Funds ownership: 0% → 28.85% (+29%)

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

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$10.4M +$10.7M +411,832 New
Jane Street
2
Jane Street
New York
$9.48M +$9.74M +375,306 New
UCFA
3
United Capital Financial Advisors
Texas
$4.62M +$4.75M +182,944 New
BSB
4
Bangor Savings Bank
Maine
$3.71M +$3.81M +146,698 New
MAS
5
Madden Advisory Services
Florida
$3.65M +$3.74M +144,304 New
AI
6
Atria Investments
North Carolina
$3.54M +$3.64M +140,128 New
BWP
7
BSW Wealth Partners
Colorado
$3.44M +$3.53M +136,054 New
KCG
8
Knight Capital Group
$3.21M +$3.29M +126,942 New
RJFSA
9
Raymond James Financial Services Advisors
Florida
$3.03M +$3.11M +119,966 New
RPGK
10
Retirement Planning Group (Kansas)
Kansas
$2.53M +$2.6M +100,182 New
BSW
11
Buckingham Strategic Wealth
Missouri
$2M +$2.05M +79,094 New
AA
12
Alesco Advisors
New York
$2M +$2.05M +79,014 New
HSA
13
HBK Sorce Advisory
Pennsylvania
$1.49M +$1.53M +58,872 New
RMA
14
Roffman Miller Associates
Pennsylvania
$1.39M +$1.43M +54,930 New
WA
15
Waverly Advisors
Alabama
$1.22M +$1.25M +48,230 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$999K +$1.03M +39,540 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$941K +$967K +37,256 New
BL
18
BCWM LLC
Kansas
$788K +$809K +31,200 New
CMP
19
Courage Miller Partners
Virginia
$708K +$727K +28,026 New
EWM
20
Empirical Wealth Management
Washington
$692K +$711K +27,392 New
APCM
21
Alaska Permanent Capital Management
Alaska
$646K +$664K +25,580 New
LYV
22
Live Your Vision
Pennsylvania
$607K +$627K +24,148 New
MAM
23
Marquette Asset Management
Minnesota
$439K +$451K +17,374 New
AIM
24
Aspen Investment Management
Michigan
$408K +$419K +16,140 New
BAS
25
Brown Advisory Securities
Maryland
$391K +$401K +15,444 New
1
2

SCHZ Hedge Fund Activity: Q2 2013 in Review

42 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q2 2013, worth a combined $64.2M.

Buyers outnumbered sellers: 42 funds opened new SCHZ positions and 0 closed out — a net gain of 42 holders — while 0 added to existing stakes and 0 trimmed.

  • 42 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $64.2M of Schwab US Aggregate Bond ETF stock for Q2 2013.
  • 42 funds opened new Schwab US Aggregate Bond ETF positions in Q2 2013 and 0 closed out, a net change of +42 holders.

Based on aggregated 13F filings for Q2 2013.