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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

213 hedge funds and large institutions have $1.03B invested in Schwab US Aggregate Bond ETF in 2016 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 106 increasing their positions, 44 reducing their positions, and 12 closing their positions.

Holders
213
Holders Change
+31
Holders Change %
+17.03%
% of All Funds
5.33%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.7%
New
46
Increased
106
Reduced
44
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APP
1
Avantax Planning Partners
Iowa
$55.3M
2
TIM
2
Total Investment Management
Arizona
$28.8M
3
DWM
3
Destination Wealth Management
California
$29.9M
4
AFS
4
Access Financial Services
Minnesota
$24.7M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$15.6M

Top Sellers

1
REMPR
1
Roof Eidam Maycock Peralta (REMP)
California
$1.54M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.31M
3
FMT
3
First Mercantile Trust
Tennessee
$0
4
HighTower Advisors
4
HighTower Advisors
Illinois
$11.3M
5
AWMG
5
Alliance Wealth Management Group
New Jersey
$30.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$81.2M 1,577,299 +138,418 +10%
SFPM
2
Sensible Financial Planning & Management
Massachusetts
$56.1M 1,090,185 +57,921 +6%
APP
3
Avantax Planning Partners
Iowa
$55.3M 1,072,849 +1,072,849 New
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$52.8M 1,025,714 +223,287 +28%
Ameriprise
5
Ameriprise
Minnesota
$33.4M 650,623 +219,429 +51%
AWMG
6
Alliance Wealth Management Group
New Jersey
$30.2M 587,232 -70,551 -11%
DWM
7
Destination Wealth Management
California
$29.9M 580,569 +488,130 +528%
TIM
8
Total Investment Management
Arizona
$28.8M 558,752 +558,752 New
OAJ
9
Ogorek Anthony Joseph
New York
$25.6M 477,776 – –
AFS
10
Access Financial Services
Minnesota
$24.7M 480,332 +480,332 New
KF
11
Krilogy Financial
Missouri
$23.9M 463,616 +133,190 +40%
LYV
12
Live Your Vision
Pennsylvania
$20.8M 404,337 +153,976 +62%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$18.3M 354,733 +33,070 +10%
BC
14
Brinker Capital
Pennsylvania
$17.8M 344,206 -38,464 -10%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$15.6M 301,968 +301,760 +145,077%
Bank of America
16
Bank of America
North Carolina
$15M 291,843 +7,356 +3%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$15M 291,814 +39,919 +16%
AA
18
Ancora Advisors
Ohio
$13.6M 263,275 +263,275 New
BWP
19
BSW Wealth Partners
Colorado
$13.5M 261,946 +253,122 +2,869%
UCFA
20
United Capital Financial Advisors
Texas
$12.6M 245,525 -29,746 -11%
SAM
21
Summit Asset Management
Tennessee
$12.6M 244,443 +82,395 +51%
BA
22
Bristlecone Advisors
Washington
$12.5M 243,126 +6,913 +3%
Financial Engines Advisors
23
Financial Engines Advisors
California
$12.4M 239,851 +239,851 New
ML
24
McAdam LLC
Pennsylvania
$11.4M 220,878 +220,878 New
HighTower Advisors
25
HighTower Advisors
Illinois
$11.3M 220,528 -104,137 -32%
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