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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

40 hedge funds and large institutions have $55.6M invested in Schwab US Aggregate Bond ETF in 2013 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 6 closing their positions.

Holders
40
Holders Change
-2
Holders Change %
-4.76%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
5
Increased
17
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$6.98M
2
VKH
2
Virtu KCG Holdings
New York
$3M
3
CMP
3
Courage Miller Partners
Virginia
$2.09M
4
EWM
4
Empirical Wealth Management
Washington
$1.65M
5
BWP
5
BSW Wealth Partners
Colorado
$4.26M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$0
3
MAS
3
Madden Advisory Services
Florida
$2.48M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
HSA
5
HBK Sorce Advisory
Pennsylvania
$659K
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$9.79M 192,687 -13,229 -6%
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$6.98M 137,279 +87,188 +174%
UCFA
3
United Capital Financial Advisors
Texas
$5.21M 102,518 +11,046 +12%
BWP
4
BSW Wealth Partners
Colorado
$4.26M 83,746 +15,719 +23%
BSB
5
Bangor Savings Bank
Maine
$3.79M 74,634 +1,285 +2%
AI
6
Atria Investments
North Carolina
$3.25M 63,904 -6,160 -9%
VKH
7
Virtu KCG Holdings
New York
$3M 58,991 +58,991 New
MAS
8
Madden Advisory Services
Florida
$2.48M 48,878 -23,274 -32%
AA
9
Alesco Advisors
New York
$2.17M 42,778 +3,271 +8%
CMP
10
Courage Miller Partners
Virginia
$2.09M 41,121 +27,108 +193%
BSW
11
Buckingham Strategic Wealth
Missouri
$1.92M 37,688 -1,859 -5%
EWM
12
Empirical Wealth Management
Washington
$1.65M 32,470 +18,774 +137%
RMA
13
Roffman Miller Associates
Pennsylvania
$1.31M 25,710 -1,755 -6%
WA
14
Waverly Advisors
Alabama
$1.18M 23,202 -913 -4%
MAM
15
Marquette Asset Management
Minnesota
$975K 19,185 +10,498 +121%
LYV
16
Live Your Vision
Pennsylvania
$713K 14,027 +1,953 +16%
APCM
17
Alaska Permanent Capital Management
Alaska
$686K 13,515 +725 +6%
HSA
18
HBK Sorce Advisory
Pennsylvania
$659K 12,956 -16,480 -56%
BC
19
Bartlett & Co
Ohio
$404K 7,950 +1,575 +25%
AIM
20
Aspen Investment Management
Michigan
$400K 7,870 -200 -2%
Bank of America
21
Bank of America
North Carolina
$382K 7,529 +1,140 +18%
RIA
22
Regal Investment Advisors
Michigan
$379K 7,464 +7,463 +746,300%
VWM
23
Vector Wealth Management
Minnesota
$322K 6,331 +6,331 New
PMG
24
ProVise Management Group
Florida
$284K 5,594 +1,141 +26%
CAM
25
Cubic Asset Management
Massachusetts
$283K 5,575 +575 +12%
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