SCHZ icon

Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

153 hedge funds and large institutions have $540M invested in Schwab US Aggregate Bond ETF in 2015 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 71 increasing their positions, 35 reducing their positions, and 8 closing their positions.

Holders
153
Holders Change
+22
Holders Change %
+16.79%
% of All Funds
4.02%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.47%
New
32
Increased
71
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UCFA
1
United Capital Financial Advisors
Texas
$66.9M
2
KKAMG
2
Kernodle & Katon Asset Management Group
Arkansas
$7.97M
3
BlackRock
3
BlackRock
New York
$7.51M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$59.7M
5
WAM
5
Wealthspire Advisors (Maryland)
Maryland
$4.8M

Top Sellers

1
KF
1
Krilogy Financial
Missouri
$0
2
OAJ
2
Ogorek Anthony Joseph
New York
$18.6M
3
RW
3
Rand Wealth
Maryland
$6.93M
4
FMT
4
First Mercantile Trust
Tennessee
$12.2M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.08M
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
1
United Capital Financial Advisors
Texas
$66.9M 1,299,648 +175,779 +16%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$59.7M 1,160,106 +132,425 +13%
SFPM
3
Sensible Financial Planning & Management
Massachusetts
$46M 892,771 +44,172 +5%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$23.2M 451,037 +77,185 +21%
Bank of America
5
Bank of America
North Carolina
$20.3M 393,963 +21,500 +6%
OAJ
6
Ogorek Anthony Joseph
New York
$18.6M 360,318 -112,522 -24%
HighTower Advisors
7
HighTower Advisors
Illinois
$15.1M 292,291 -153 -0.1%
FMT
8
First Mercantile Trust
Tennessee
$12.2M 236,969 -45,337 -16%
TAT
9
TD Ameritrade Trust
Colorado
$11.6M 225,720 -11,037 -5%
AFWA
10
Ancora Family Wealth Advisors
Ohio
$11.5M 223,398 +11,149 +5%
PA
11
Planning Alternatives
Michigan
$9.11M 176,966 +10,002 +6%
SFA
12
Sequoia Financial Advisors
Ohio
$8.43M 163,592 +20,557 +14%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$8.39M 162,940 +3,392 +2%
KKAMG
14
Kernodle & Katon Asset Management Group
Arkansas
$7.97M 154,760 +154,760 New
LYV
15
Live Your Vision
Pennsylvania
$7.7M 149,467 +48,546 +48%
BlackRock
16
BlackRock
New York
$7.51M 145,872 +145,872 New
BWP
17
BSW Wealth Partners
Colorado
$7.17M 139,309 -671 -0.5%
RW
18
Rand Wealth
Maryland
$6.93M 134,536 -89,563 -40%
SAM
19
Summit Asset Management
Tennessee
$6.39M 124,034 +66,811 +117%
AA
20
Alesco Advisors
New York
$5.71M 110,846 +7,667 +7%
RPGK
21
Retirement Planning Group (Kansas)
Kansas
$5.62M 109,037 +4,640 +4%
AI
22
Atria Investments
North Carolina
$5.6M 107,966 +386 +0.4%
Ameriprise
23
Ameriprise
Minnesota
$5.35M 103,859 +54,609 +111%
CWM
24
Cabot Wealth Management
Massachusetts
$5.15M 99,909 -6,509 -6%
CWM
25
Confluence Wealth Management
Oregon
$5.06M 98,233 +82,876 +540%
1
2 3 4 5