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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

105 hedge funds and large institutions have $271M invested in Schwab US Aggregate Bond ETF in 2014 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 42 increasing their positions, 16 reducing their positions, and 8 closing their positions.

Holders
105
Holders Change
+27
Holders Change %
+34.62%
% of All Funds
2.8%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.27%
New
36
Increased
42
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UCFA
1
United Capital Financial Advisors
Texas
$42.2M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$40.2M
3
OAJ
3
Ogorek Anthony Joseph
New York
$17M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$11.6M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.17M

Top Sellers

1
HB
1
Homrich & Berg
Georgia
$5.65M
2
SFPM
2
Sensible Financial Planning & Management
Massachusetts
$14M
3
Jane Street
3
Jane Street
New York
$0
4
RMA
4
Roffman Miller Associates
Pennsylvania
$0
5
APCM
5
Alaska Permanent Capital Management
Alaska
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
1
United Capital Financial Advisors
Texas
$42.2M 805,420 +499,028 +163%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$40.2M 766,805 +498,050 +185%
OAJ
3
Ogorek Anthony Joseph
New York
$17M 324,212 +324,212 New
FMT
4
First Mercantile Trust
Tennessee
$16.5M 314,516 -2,340 -0.7%
SFPM
5
Sensible Financial Planning & Management
Massachusetts
$14M 268,217 -190,171 -41%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$11.6M 221,969 +221,969 New
AA
7
Apriem Advisors
California
$7.28M 139,080 +59,345 +74%
SWM
8
SVA Wealth Management
Wisconsin
$7.19M 137,291 +13,337 +11%
BL
9
BCWM LLC
Kansas
$6.94M 13,251 -58 -0.4%
BWP
10
BSW Wealth Partners
Colorado
$6.28M 119,908 +6,295 +6%
HB
11
Homrich & Berg
Georgia
$5.65M 107,908 -262,244 -71%
RPGK
12
Retirement Planning Group (Kansas)
Kansas
$4.91M 93,808 +5,218 +6%
PA
13
Planning Alternatives
Michigan
$4.84M 92,345 +14,977 +19%
AI
14
Atria Investments
North Carolina
$4.27M 81,520 +18,359 +29%
CMP
15
Courage Miller Partners
Virginia
$4.19M 80,088 +2,569 +3%
BSB
16
Bangor Savings Bank
Maine
$4.18M 79,759 +4,136 +5%
PTCG
17
Pring Turner Capital Group
California
$3.98M 75,915 -1,030 -1%
EWM
18
Empirical Wealth Management
Washington
$3.93M 75,121 +626 +0.8%
LYV
19
Live Your Vision
Pennsylvania
$3.33M 63,107 -6,373 -9%
AA
20
Alesco Advisors
New York
$3.31M 63,191 +10,560 +20%
OCM
21
One Capital Management
California
$3.3M 63,081 +4,954 +9%
TCM
22
Tuttle Capital Management
Connecticut
$3.17M 60,513 +53,392 +750%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$3.17M 60,475 +59,475 +5,948%
FWM
24
Frontier Wealth Management
Missouri
$3.09M 59,052 +59,052 New
BC
25
Bartlett & Co
Ohio
$3.08M 58,893 +23,745 +68%
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