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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

116 hedge funds and large institutions have $361M invested in Schwab US Aggregate Bond ETF in 2015 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 30 reducing their positions, and 9 closing their positions.

Holders
116
Holders Change
+11
Holders Change %
+10.48%
% of All Funds
3.09%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.24%
New
20
Increased
52
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$19M
2
SFPM
2
Sensible Financial Planning & Management
Massachusetts
$27.5M
3
UCFA
3
United Capital Financial Advisors
Texas
$49.9M
4
TAT
4
TD Ameritrade Trust
Colorado
$7.22M
5
OAJ
5
Ogorek Anthony Joseph
New York
$23.8M

Top Sellers

1
TCM
1
Tuttle Capital Management
Connecticut
$0
2
HB
2
Homrich & Berg
Georgia
$2.59M
3
FC
3
Financial Consulate
Maryland
$976K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.66M
5
SGS
5
Sterling Global Strategies
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
1
United Capital Financial Advisors
Texas
$49.9M 947,666 +142,246 +18%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$46.6M 880,359 +113,554 +15%
SFPM
3
Sensible Financial Planning & Management
Massachusetts
$27.5M 519,248 +251,031 +94%
OAJ
4
Ogorek Anthony Joseph
New York
$23.8M 449,678 +125,466 +39%
Bank of America
5
Bank of America
North Carolina
$19M 359,271 +344,349 +2,308%
FMT
6
First Mercantile Trust
Tennessee
$18.2M 343,535 +29,019 +9%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$13.8M 260,501 +38,532 +17%
AA
8
Apriem Advisors
California
$8.33M 157,517 +18,437 +13%
BWP
9
BSW Wealth Partners
Colorado
$7.36M 139,039 +19,131 +16%
TAT
10
TD Ameritrade Trust
Colorado
$7.22M 136,539 +136,539 New
SWM
11
SVA Wealth Management
Wisconsin
$7.19M 135,848 -1,443 -1%
BL
12
BCWM LLC
Kansas
$6.7M 12,668 -583 -4%
SFA
13
Sequoia Financial Advisors
Ohio
$5.94M 112,333 +112,333 New
RPGK
14
Retirement Planning Group (Kansas)
Kansas
$5.54M 104,622 +10,814 +12%
PA
15
Planning Alternatives
Michigan
$5.17M 97,667 +5,322 +6%
AA
16
Alesco Advisors
New York
$4.93M 93,233 +30,042 +48%
LYV
17
Live Your Vision
Pennsylvania
$4.71M 88,999 +25,892 +41%
AI
18
Atria Investments
North Carolina
$4.52M 85,458 +3,938 +5%
Jane Street
19
Jane Street
New York
$4.51M 85,281 +85,281 New
HP
20
HT Partners
Connecticut
$4.29M 80,998 +80,998 New
BSB
21
Bangor Savings Bank
Maine
$4.18M 78,916 -843 -1%
CMP
22
Courage Miller Partners
Virginia
$4.13M 78,078 -2,010 -3%
EWM
23
Empirical Wealth Management
Washington
$3.87M 73,051 -2,070 -3%
BC
24
Bartlett & Co
Ohio
$3.79M 71,699 +12,806 +22%
PTCG
25
Pring Turner Capital Group
California
$3.68M 69,480 -6,435 -8%
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