SCHZ icon

Schwab US Aggregate Bond ETF

229 hedge funds and large institutions have $1.06B invested in Schwab US Aggregate Bond ETF in 2017 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 109 increasing their positions, 61 reducing their positions, and 17 closing their positions.

Holders
229
Holders Change
+16
Holders Change %
+7.51%
% of All Funds
5.71%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.72%
New
36
Increased
109
Reduced
61
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$96M 1,852,657 +275,358 +17%
APP
2
Avantax Planning Partners
Iowa
$88.5M 1,708,216 +635,367 +59%
SFPM
3
Sensible Financial Planning & Management
Massachusetts
$62.1M 1,198,256 +108,071 +10%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$59.9M 1,155,115 +129,401 +13%
Ameriprise
5
Ameriprise
Minnesota
$34.9M 675,421 +24,798 +4%
TIM
6
Total Investment Management
Arizona
$27.8M 537,119 -21,633 -4%
Financial Engines Advisors
7
Financial Engines Advisors
California
$26.8M 517,933 +278,082 +116%
KF
8
Krilogy Financial
Missouri
$23.9M 463,616
LYV
9
Live Your Vision
Pennsylvania
$22.5M 435,318 +30,981 +8%
AFS
10
Access Financial Services
Minnesota
$20.9M 403,842 -76,490 -16%
AWMG
11
Alliance Wealth Management Group
New Jersey
$19M 365,290 -221,942 -38%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$18.7M 361,583 +6,850 +2%
OAJ
13
Ogorek Anthony Joseph
New York
$15.6M 301,458 -176,318 -37%
BC
14
Brinker Capital
Pennsylvania
$15.3M 295,903 -48,303 -14%
BWP
15
BSW Wealth Partners
Colorado
$14.7M 284,406 +22,460 +9%
Bank of America
16
Bank of America
North Carolina
$14.4M 277,280 -14,563 -5%
AA
17
Ancora Advisors
Ohio
$14.2M 274,556 +11,281 +4%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$13.9M 268,068 +74,696 +39%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$13.4M 259,626 -32,188 -11%
SAM
20
Summit Asset Management
Tennessee
$12.5M 241,844 -2,599 -1%
HighTower Advisors
21
HighTower Advisors
Illinois
$12M 231,858 +11,330 +5%
ML
22
McAdam LLC
Pennsylvania
$11.5M 221,718 +840 +0.4%
RPGK
23
Retirement Planning Group (Kansas)
Kansas
$11.3M 218,371 +10,003 +5%
BWA
24
BlueSky Wealth Advisors
North Carolina
$11.3M 217,746 +20,039 +10%
UCFA
25
United Capital Financial Advisors
Texas
$11M 212,050 -33,475 -14%