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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

44 hedge funds and large institutions have $62.1M invested in Schwab US Aggregate Bond ETF in 2013 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 7 closing their positions.

Holders
44
Holders Change
+4
Holders Change %
+10%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
18
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HSA
1
HBK Sorce Advisory
Pennsylvania
$4.81M
2
EWA
2
EP Wealth Advisors
California
$1.99M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.36M
4
EWM
4
Empirical Wealth Management
Washington
$2.63M
5
U
5
UBS
Switzerland
$885K

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$0
2
BSW
2
Buckingham Strategic Wealth
Missouri
$795K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$8.69M
4
AI
4
Atria Investments
North Carolina
$2.28M
5
RIA
5
Regal Investment Advisors
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$8.69M 345,570 -39,804 -10%
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$7.65M 304,252 +29,694 +11%
BWP
3
BSW Wealth Partners
Colorado
$4.92M 195,814 +28,322 +17%
HSA
4
HBK Sorce Advisory
Pennsylvania
$4.81M 191,226 +165,314 +638%
BSB
5
Bangor Savings Bank
Maine
$3.99M 158,588 +9,320 +6%
VKH
6
Virtu KCG Holdings
New York
$2.65M 105,178 -12,804 -11%
EWM
7
Empirical Wealth Management
Washington
$2.63M 104,582 +39,642 +61%
CMP
8
Courage Miller Partners
Virginia
$2.44M 97,126 +14,884 +18%
AI
9
Atria Investments
North Carolina
$2.28M 90,792 -37,016 -29%
MAS
10
Madden Advisory Services
Florida
$2.25M 89,658 -8,098 -8%
EWA
11
EP Wealth Advisors
California
$1.99M 79,050 +79,050 New
AA
12
Alesco Advisors
New York
$1.9M 75,650 -9,906 -12%
Morgan Stanley
13
Morgan Stanley
New York
$1.36M 53,930 +53,930 New
RMA
14
Roffman Miller Associates
Pennsylvania
$1.27M 50,620 -800 -2%
LYV
15
Live Your Vision
Pennsylvania
$1.22M 48,410 +20,356 +73%
WA
16
Waverly Advisors
Alabama
$1.2M 47,642 +1,238 +3%
MAM
17
Marquette Asset Management
Minnesota
$1.01M 40,278 +1,908 +5%
BC
18
Bartlett & Co
Ohio
$1.01M 40,148 +24,248 +153%
U
19
UBS
Switzerland
$885K 35,188 +35,186 +1,759,300%
BSW
20
Buckingham Strategic Wealth
Missouri
$795K 31,614 -43,762 -58%
APCM
21
Alaska Permanent Capital Management
Alaska
$762K 30,306 +3,276 +12%
PMG
22
ProVise Management Group
Florida
$742K 29,510 +18,322 +164%
BL
23
BCWM LLC
Kansas
$687K 27,326 +27,326 New
Jane Street
24
Jane Street
New York
$640K 25,442 +25,442 New
ZIM
25
Zacks Investment Management
Illinois
$567K 22,550 +22,550 New
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