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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

171 hedge funds and large institutions have $814M invested in Schwab US Aggregate Bond ETF in 2016 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 84 increasing their positions, 46 reducing their positions, and 13 closing their positions.

Holders
171
Holders Change
+10
Holders Change %
+6.21%
% of All Funds
4.57%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.64%
New
26
Increased
84
Reduced
46
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$66.8M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$31.4M
3
REMPR
3
Roof Eidam Maycock Peralta (REMP)
California
$11.3M
4
BA
4
Bristlecone Advisors
Washington
$11.2M
5
Ameriprise
5
Ameriprise
Minnesota
$14.5M

Top Sellers

1
HCM
1
Hengehold Capital Management
Ohio
$1.8M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$10.2M
3
WP
3
WealthSource Partners
California
$0
4
AA
4
Alesco Advisors
New York
$0
5
PAG
5
Pinnacle Advisory Group
Maryland
$2.64M
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
1
United Capital Financial Advisors
Texas
$82.9M 1,534,429 +90,425 +6%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$76.3M 1,419,396 +51,891 +4%
Charles Schwab
3
Charles Schwab
California
$66.8M 1,244,357 +1,244,357 New
SFPM
4
Sensible Financial Planning & Management
Massachusetts
$52.9M 984,535 +32,550 +3%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$32.7M 608,067 +66,741 +12%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$31.4M 585,387 +571,090 +3,994%
OAJ
7
Ogorek Anthony Joseph
New York
$27.4M 509,803 -1,987 -0.4%
Bank of America
8
Bank of America
North Carolina
$23M 427,899 +13,007 +3%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$16.5M 307,661 +134,139 +77%
HighTower Advisors
10
HighTower Advisors
Illinois
$16.5M 306,249 +1,044 +0.3%
KF
11
Krilogy Financial
Missouri
$14.6M 271,120 +7,957 +3%
Ameriprise
12
Ameriprise
Minnesota
$14.5M 268,407 +180,324 +205%
LYV
13
Live Your Vision
Pennsylvania
$13.6M 253,579 +5,419 +2%
Morgan Stanley
14
Morgan Stanley
New York
$13.3M 247,449 +150,528 +155%
AFWA
15
Ancora Family Wealth Advisors
Ohio
$13M 241,140 +12,574 +6%
REMPR
16
Roof Eidam Maycock Peralta (REMP)
California
$11.3M 209,504 +209,504 New
SFA
17
Sequoia Financial Advisors
Ohio
$11.2M 208,874 +870 +0.4%
BA
18
Bristlecone Advisors
Washington
$11.2M 208,526 +208,526 New
FMT
19
First Mercantile Trust
Tennessee
$11.2M 207,747 -31,784 -13%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$10.2M 189,717 -261,658 -58%
PA
21
Planning Alternatives
Michigan
$10.1M 188,784 -1,332 -0.7%
CWM
22
Confluence Wealth Management
Oregon
$10.1M 188,415 +47,872 +34%
TAT
23
TD Ameritrade Trust
Colorado
$9.38M 174,583 -36,152 -17%
BlackRock
24
BlackRock
New York
$8.78M 163,469 -5,284 -3%
BWP
25
BSW Wealth Partners
Colorado
$7.84M 145,979 +19,436 +15%
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