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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

131 hedge funds and large institutions have $467M invested in Schwab US Aggregate Bond ETF in 2015 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 40 reducing their positions, and 9 closing their positions.

Holders
131
Holders Change
+11
Holders Change %
+9.17%
% of All Funds
3.66%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.42%
New
21
Increased
54
Reduced
40
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KF
1
Krilogy Financial
Missouri
$11.9M
2
RW
2
Rand Wealth
Maryland
$11.7M
3
AFWA
3
Ancora Family Wealth Advisors
Ohio
$11.1M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$8.32M
5
SFPM
5
Sensible Financial Planning & Management
Massachusetts
$44.2M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$884K
2
AA
2
Apriem Advisors
California
$914K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.5M
4
OCM
4
One Capital Management
California
$0
5
NPC
5
National Planning Corporation
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
1
United Capital Financial Advisors
Texas
$58.6M 1,123,869 +46,772 +4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$53.6M 1,027,681 +23,992 +2%
SFPM
3
Sensible Financial Planning & Management
Massachusetts
$44.2M 848,599 +95,755 +13%
OAJ
4
Ogorek Anthony Joseph
New York
$24.7M 472,840 +4,089 +0.9%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$19.4M 373,852 +69,737 +23%
Bank of America
6
Bank of America
North Carolina
$19.4M 372,463 +13,953 +4%
HighTower Advisors
7
HighTower Advisors
Illinois
$15.2M 292,444 -11,133 -4%
FMT
8
First Mercantile Trust
Tennessee
$14.7M 282,306 -53,755 -16%
TAT
9
TD Ameritrade Trust
Colorado
$12.3M 236,757 +86,029 +57%
KF
10
Krilogy Financial
Missouri
$11.9M 227,476 +227,476 New
RW
11
Rand Wealth
Maryland
$11.7M 224,099 +224,099 New
AFWA
12
Ancora Family Wealth Advisors
Ohio
$11.1M 212,249 +212,249 New
PA
13
Planning Alternatives
Michigan
$8.71M 166,964 +65,722 +65%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$8.32M 159,548 +159,548 New
SFA
15
Sequoia Financial Advisors
Ohio
$7.46M 143,035 +12,881 +10%
F
16
FutureAdvisor
California
$7.37M 141,369 +11,925 +9%
BWP
17
BSW Wealth Partners
Colorado
$7.3M 139,980 -3,817 -3%
AI
18
Atria Investments
North Carolina
$5.61M 107,580 +5,283 +5%
CWM
19
Cabot Wealth Management
Massachusetts
$5.55M 106,418 -1,391 -1%
RPGK
20
Retirement Planning Group (Kansas)
Kansas
$5.44M 104,397 -4,509 -4%
AA
21
Alesco Advisors
New York
$5.38M 103,179 -2,476 -2%
LYV
22
Live Your Vision
Pennsylvania
$5.26M 100,921 +6,372 +7%
BC
23
Bartlett & Co
Ohio
$4.6M 88,174 +2,395 +3%
CC
24
Callan Capital
California
$4.18M 80,067 +80,067 New
CMP
25
Courage Miller Partners
Virginia
$4.17M 79,916 -235 -0.3%
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