SCHZ icon

Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

182 hedge funds and large institutions have $773M invested in Schwab US Aggregate Bond ETF in 2016 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 98 increasing their positions, 45 reducing their positions, and 8 closing their positions.

Holders
182
Holders Change
+11
Holders Change %
+6.43%
% of All Funds
4.86%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.67%
New
19
Increased
98
Reduced
45
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWMG
1
Alliance Wealth Management Group
New Jersey
$35.3M
2
BC
2
Brinker Capital
Pennsylvania
$20.5M
3
GC
3
Gratus Capital
Georgia
$12.2M
4
Charles Schwab
4
Charles Schwab
California
$77.2M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$42.8M

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$14.8M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.59M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$234K
4
Bank of America
4
Bank of America
North Carolina
$15.3M
5
PMG
5
ProVise Management Group
Florida
$2.46M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$77.2M 1,438,881 +194,524 +16%
SFPM
2
Sensible Financial Planning & Management
Massachusetts
$55.4M 1,032,264 +47,729 +5%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$42.8M 802,427 +194,360 +32%
AWMG
4
Alliance Wealth Management Group
New Jersey
$35.3M 657,783 +657,783 New
OAJ
5
Ogorek Anthony Joseph
New York
$25.6M 477,776 -32,027 -6%
Ameriprise
6
Ameriprise
Minnesota
$23.1M 431,194 +162,787 +61%
BC
7
Brinker Capital
Pennsylvania
$20.5M 382,670 +382,670 New
REMPR
8
Roof Eidam Maycock Peralta (REMP)
California
$18.2M 339,789 +130,285 +62%
KF
9
Krilogy Financial
Missouri
$17.7M 330,426 +59,306 +22%
Morgan Stanley
10
Morgan Stanley
New York
$17.7M 329,649 +82,200 +33%
HighTower Advisors
11
HighTower Advisors
Illinois
$17.4M 324,665 +18,416 +6%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$17.3M 321,663 +14,002 +5%
Bank of America
13
Bank of America
North Carolina
$15.3M 284,487 -143,412 -34%
UCFA
14
United Capital Financial Advisors
Texas
$14.8M 275,271 -1,259,158 -82%
AFWA
15
Ancora Family Wealth Advisors
Ohio
$14.3M 266,439 +25,299 +10%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$13.5M 251,895 +62,178 +33%
LYV
17
Live Your Vision
Pennsylvania
$13.4M 250,361 -3,218 -1%
BA
18
Bristlecone Advisors
Washington
$12.7M 236,213 +27,687 +13%
GC
19
Gratus Capital
Georgia
$12.2M 227,093 +227,093 New
CWM
20
Confluence Wealth Management
Oregon
$10.6M 197,427 +9,012 +5%
PA
21
Planning Alternatives
Michigan
$10.4M 194,210 +5,426 +3%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$9.59M 178,588 -1,240,808 -87%
TAT
23
TD Ameritrade Trust
Colorado
$9.53M 177,636 +3,053 +2%
SFA
24
Sequoia Financial Advisors
Ohio
$9.12M 169,864 -39,010 -19%
BlackRock
25
BlackRock
New York
$8.73M 162,585 -884 -0.5%
1
2 3 4 5