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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

161 hedge funds and large institutions have $671M invested in Schwab US Aggregate Bond ETF in 2016 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 76 increasing their positions, 41 reducing their positions, and 20 closing their positions.

Holders
161
Holders Change
+8
Holders Change %
+5.23%
% of All Funds
4.3%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.59%
New
28
Increased
76
Reduced
41
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$23.8M
2
HCM
2
Hengehold Capital Management
Ohio
$17.2M
3
KF
3
Krilogy Financial
Missouri
$13.9M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$72.2M
5
OAJ
5
Ogorek Anthony Joseph
New York
$27M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$1.22M
2
GC
2
Gratus Capital
Georgia
$0
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$375K
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$8K
5
PS
5
Portfolio Solutions
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
1
United Capital Financial Advisors
Texas
$76.3M 1,444,004 +144,356 +11%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$72.2M 1,367,505 +207,399 +18%
SFPM
3
Sensible Financial Planning & Management
Massachusetts
$50.3M 951,985 +59,214 +7%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$28.5M 541,326 +90,289 +20%
OAJ
5
Ogorek Anthony Joseph
New York
$27M 511,790 +151,472 +42%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$23.8M 451,375 +430,471 +2,059%
Bank of America
7
Bank of America
North Carolina
$21.9M 414,892 +20,929 +5%
HCM
8
Hengehold Capital Management
Ohio
$17.2M 325,186 +325,186 New
HighTower Advisors
9
HighTower Advisors
Illinois
$16.1M 305,205 +12,914 +4%
KF
10
Krilogy Financial
Missouri
$13.9M 263,163 +263,163 New
LYV
11
Live Your Vision
Pennsylvania
$13.1M 248,160 +98,693 +66%
FMT
12
First Mercantile Trust
Tennessee
$12.7M 239,531 +2,562 +1%
AFWA
13
Ancora Family Wealth Advisors
Ohio
$12.1M 228,566 +5,168 +2%
TAT
14
TD Ameritrade Trust
Colorado
$11.1M 210,735 -14,985 -7%
SFA
15
Sequoia Financial Advisors
Ohio
$11M 208,004 +44,412 +27%
PA
16
Planning Alternatives
Michigan
$10M 190,116 +13,150 +7%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$9.17M 173,522 +10,582 +6%
BlackRock
18
BlackRock
New York
$8.91M 168,753 +22,881 +16%
PAG
19
Pinnacle Advisory Group
Maryland
$8.59M 162,641 +98,613 +154%
KKAMG
20
Kernodle & Katon Asset Management Group
Arkansas
$7.76M 146,864 -7,896 -5%
WP
21
WealthSource Partners
California
$7.72M 146,178 +146,178 New
CWM
22
Confluence Wealth Management
Oregon
$7.42M 140,543 +42,310 +43%
SAM
23
Summit Asset Management
Tennessee
$7.03M 133,094 +9,060 +7%
BWP
24
BSW Wealth Partners
Colorado
$6.68M 126,543 -12,766 -9%
RW
25
Rand Wealth
Maryland
$6.15M 116,403 -18,133 -13%
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