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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

56 hedge funds and large institutions have $66.5M invested in Schwab US Aggregate Bond ETF in 2014 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 4 closing their positions.

Holders
56
Holders Change
+12
Holders Change %
+27.27%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
20
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UCFA
1
United Capital Financial Advisors
Texas
$7.19M
2
AA
2
Apriem Advisors
California
$2.82M
3
CMP
3
Courage Miller Partners
Virginia
$3.4M
4
Jane Street
4
Jane Street
New York
$1.46M
5
PFG
5
Piershale Financial Group
Illinois
$843K

Top Sellers

1
HSA
1
HBK Sorce Advisory
Pennsylvania
$1.17M
2
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$4.42M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$6.15M
4
EWA
4
EP Wealth Advisors
California
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$30K
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
1
United Capital Financial Advisors
Texas
$7.19M 140,687 +140,687 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$6.15M 120,310 -52,475 -30%
BWP
3
BSW Wealth Partners
Colorado
$4.9M 95,843 -2,064 -2%
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$4.42M 86,343 -65,783 -43%
BSB
5
Bangor Savings Bank
Maine
$3.46M 67,583 -11,711 -15%
CMP
6
Courage Miller Partners
Virginia
$3.4M 66,403 +17,840 +37%
EWM
7
Empirical Wealth Management
Washington
$3.03M 59,171 +6,880 +13%
AA
8
Apriem Advisors
California
$2.82M 55,130 +54,065 +5,077%
OCM
9
One Capital Management
California
$2.66M 51,954 +51,954 New
AA
10
Alesco Advisors
New York
$2.53M 49,375 +11,550 +31%
AI
11
Atria Investments
North Carolina
$2.16M 42,198 -3,198 -7%
VKH
12
Virtu KCG Holdings
New York
$2.01M 39,365 -13,224 -25%
MAS
13
Madden Advisory Services
Florida
$1.85M 36,126 -8,703 -19%
Jane Street
14
Jane Street
New York
$1.46M 28,497 +15,776 +124%
WA
15
Waverly Advisors
Alabama
$1.36M 26,620 +2,799 +12%
BC
16
Bartlett & Co
Ohio
$1.34M 26,194 +6,120 +30%
LYV
17
Live Your Vision
Pennsylvania
$1.32M 25,724 +1,519 +6%
RMA
18
Roffman Miller Associates
Pennsylvania
$1.2M 23,370 -1,940 -8%
HSA
19
HBK Sorce Advisory
Pennsylvania
$1.17M 22,834 -72,779 -76%
PMG
20
ProVise Management Group
Florida
$1.12M 21,897 +7,142 +48%
MAM
21
Marquette Asset Management
Minnesota
$964K 18,859 -1,280 -6%
PFG
22
Piershale Financial Group
Illinois
$843K 16,487 +13,749 +502%
U
23
UBS
Switzerland
$820K 16,034 -1,560 -9%
APCM
24
Alaska Permanent Capital Management
Alaska
$760K 14,880 -273 -2%
BL
25
BCWM LLC
Kansas
$724K 14,158 +495 +4%
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