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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

78 hedge funds and large institutions have $175M invested in Schwab US Aggregate Bond ETF in 2014 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 15 reducing their positions, and 3 closing their positions.

Holders
78
Holders Change
+10
Holders Change %
+14.71%
% of All Funds
2.26%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.17%
New
13
Increased
35
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HB
1
Homrich & Berg
Georgia
$17.1M
2
FMT
2
First Mercantile Trust
Tennessee
$16.4M
3
Jane Street
3
Jane Street
New York
$8.02M
4
UCFA
4
United Capital Financial Advisors
Texas
$15.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$13.9M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$52K
2
Morgan Stanley
2
Morgan Stanley
New York
$347K
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$238K
4
PFA
4
Pure Financial Advisors
California
$244K
5
HSA
5
HBK Sorce Advisory
Pennsylvania
$1.05M
Name Market Value Shares Shares
Change 		Shares
Change %
SFPM
1
Sensible Financial Planning & Management
Massachusetts
$23.7M 458,388 +458,388 New
HB
2
Homrich & Berg
Georgia
$17.1M 370,152 +370,152 New
FMT
3
First Mercantile Trust
Tennessee
$16.4M 316,856 +316,856 New
UCFA
4
United Capital Financial Advisors
Texas
$15.9M 306,392 +142,251 +87%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$13.9M 268,755 +133,974 +99%
Jane Street
6
Jane Street
New York
$8.02M 154,853 +154,853 New
SWM
7
SVA Wealth Management
Wisconsin
$6.42M 123,954 +11,001 +10%
BWP
8
BSW Wealth Partners
Colorado
$5.88M 113,613 +18,387 +19%
RPGK
9
Retirement Planning Group (Kansas)
Kansas
$4.59M 88,590 +3,626 +4%
AA
10
Apriem Advisors
California
$4.13M 79,735 +12,600 +19%
CMP
11
Courage Miller Partners
Virginia
$4.01M 77,519 +3,327 +4%
PA
12
Planning Alternatives
Michigan
$4.01M 77,368 +12,227 +19%
PTCG
13
Pring Turner Capital Group
California
$3.98M 76,945 +76,945 New
BSB
14
Bangor Savings Bank
Maine
$3.92M 75,623 +4,378 +6%
EWM
15
Empirical Wealth Management
Washington
$3.86M 74,495 +3,962 +6%
LYV
16
Live Your Vision
Pennsylvania
$3.64M 69,480 +2,708 +4%
U
17
UBS
Switzerland
$3.51M 67,819 +48,860 +258%
AI
18
Atria Investments
North Carolina
$3.27M 63,161 -242 -0.4%
OCM
19
One Capital Management
California
$3.01M 58,127 +58,127 New
AA
20
Alesco Advisors
New York
$2.73M 52,631 +2,302 +5%
BC
21
Bartlett & Co
Ohio
$1.82M 35,148 +6,260 +22%
MAS
22
Madden Advisory Services
Florida
$1.69M 32,616 -1,455 -4%
WA
23
Waverly Advisors
Alabama
$1.63M 31,467 +1,215 +4%
PMG
24
ProVise Management Group
Florida
$1.4M 27,017 +710 +3%
RMA
25
Roffman Miller Associates
Pennsylvania
$1.21M 23,310 -60 -0.3%
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