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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

68 hedge funds and large institutions have $83.2M invested in Schwab US Aggregate Bond ETF in 2014 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 27 increasing their positions, 13 reducing their positions, and 9 closing their positions.

Holders
68
Holders Change
+12
Holders Change %
+21.43%
% of All Funds
1.96%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
21
Increased
27
Reduced
13
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWM
1
SVA Wealth Management
Wisconsin
$5.86M
2
PA
2
Planning Alternatives
Michigan
$3.38M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.5M
4
LYV
4
Live Your Vision
Pennsylvania
$3.47M
5
UCFA
5
United Capital Financial Advisors
Texas
$8.52M

Top Sellers

1
OCM
1
One Capital Management
California
$0
2
VKH
2
Virtu KCG Holdings
New York
$0
3
Jane Street
3
Jane Street
New York
$0
4
PFG
4
Piershale Financial Group
Illinois
$4K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
1
United Capital Financial Advisors
Texas
$8.52M 164,141 +23,454 +17%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$7M 134,781 +14,471 +12%
SWM
3
SVA Wealth Management
Wisconsin
$5.86M 112,953 +112,953 New
BWP
4
BSW Wealth Partners
Colorado
$4.94M 95,226 -617 -0.6%
RPGK
5
Retirement Planning Group (Kansas)
Kansas
$4.41M 84,964 -1,379 -2%
CMP
6
Courage Miller Partners
Virginia
$3.85M 74,192 +7,789 +12%
BSB
7
Bangor Savings Bank
Maine
$3.7M 71,245 +3,662 +5%
EWM
8
Empirical Wealth Management
Washington
$3.66M 70,533 +11,362 +19%
AA
9
Apriem Advisors
California
$3.48M 67,135 +12,005 +22%
LYV
10
Live Your Vision
Pennsylvania
$3.47M 66,772 +41,048 +160%
PA
11
Planning Alternatives
Michigan
$3.38M 65,141 +54,805 +530%
AI
12
Atria Investments
North Carolina
$3.29M 63,403 +21,205 +50%
AA
13
Alesco Advisors
New York
$2.61M 50,329 +954 +2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.5M 48,089 +48,089 New
MAS
15
Madden Advisory Services
Florida
$1.77M 34,071 -2,055 -6%
WA
16
Waverly Advisors
Alabama
$1.57M 30,252 +3,632 +14%
BC
17
Bartlett & Co
Ohio
$1.5M 28,888 +2,694 +10%
PMG
18
ProVise Management Group
Florida
$1.37M 26,307 +4,410 +20%
RMA
19
Roffman Miller Associates
Pennsylvania
$1.21M 23,370 – –
HSA
20
HBK Sorce Advisory
Pennsylvania
$1.16M 22,320 -514 -2%
MAM
21
Marquette Asset Management
Minnesota
$1.08M 20,750 +1,891 +10%
U
22
UBS
Switzerland
$984K 18,959 +2,925 +18%
Morgan Stanley
23
Morgan Stanley
New York
$953K 18,360 +17,785 +3,093%
AC
24
Alexandria Capital
Virginia
$907K 17,485 +17,485 New
APCM
25
Alaska Permanent Capital Management
Alaska
$901K 17,367 +2,487 +17%
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