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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

120 hedge funds and large institutions have $420M invested in Schwab US Aggregate Bond ETF in 2015 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 63 increasing their positions, 25 reducing their positions, and 7 closing their positions.

Holders
120
Holders Change
+4
Holders Change %
+3.45%
% of All Funds
3.24%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
12
Increased
63
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$15.7M
2
SFPM
2
Sensible Financial Planning & Management
Massachusetts
$38.9M
3
UBS Group
3
UBS Group
Switzerland
$11.7M
4
UCFA
4
United Capital Financial Advisors
Texas
$55.7M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$51.9M

Top Sellers

1
SWM
1
SVA Wealth Management
Wisconsin
$0
2
Jane Street
2
Jane Street
New York
$1.27M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$64K
4
PAG
4
Pinnacle Advisory Group
Maryland
$0
5
VKH
5
Virtu KCG Holdings
New York
$223K
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
1
United Capital Financial Advisors
Texas
$55.7M 1,077,097 +129,431 +14%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$51.9M 1,003,689 +123,330 +14%
SFPM
3
Sensible Financial Planning & Management
Massachusetts
$38.9M 752,844 +233,596 +45%
OAJ
4
Ogorek Anthony Joseph
New York
$24.2M 468,751 +19,073 +4%
Bank of America
5
Bank of America
North Carolina
$18.5M 358,510 -761 -0.2%
FMT
6
First Mercantile Trust
Tennessee
$17.4M 336,061 -7,474 -2%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$15.7M 304,115 +43,614 +17%
HighTower Advisors
8
HighTower Advisors
Illinois
$15.7M 303,577 +303,577 New
UBS Group
9
UBS Group
Switzerland
$11.7M 225,546 +208,179 +1,199%
AA
10
Apriem Advisors
California
$9.8M 189,401 +31,884 +20%
TAT
11
TD Ameritrade Trust
Colorado
$7.8M 150,728 +14,189 +10%
BWP
12
BSW Wealth Partners
Colorado
$7.44M 143,797 +4,758 +3%
SFA
13
Sequoia Financial Advisors
Ohio
$6.73M 130,154 +17,821 +16%
F
14
FutureAdvisor
California
$6.66M 129,444 +69,559 +116%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$5.9M 113,962 +113,962 New
RPGK
16
Retirement Planning Group (Kansas)
Kansas
$5.63M 108,906 +4,284 +4%
CWM
17
Cabot Wealth Management
Massachusetts
$5.58M 107,809 +67,842 +170%
AA
18
Alesco Advisors
New York
$5.47M 105,655 +12,422 +13%
AI
19
Atria Investments
North Carolina
$5.29M 102,297 +16,839 +20%
PA
20
Planning Alternatives
Michigan
$5.24M 101,242 +3,575 +4%
LYV
21
Live Your Vision
Pennsylvania
$4.86M 94,549 +5,550 +6%
BC
22
Bartlett & Co
Ohio
$4.44M 85,779 +14,080 +20%
CMP
23
Courage Miller Partners
Virginia
$4.15M 80,151 +2,073 +3%
BSB
24
Bangor Savings Bank
Maine
$4.09M 79,016 +100 +0.1%
HP
25
HT Partners
Connecticut
$4.07M 79,006 -1,992 -2%
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