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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

246 hedge funds and large institutions have $1.16B invested in Schwab US Aggregate Bond ETF in 2017 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 124 increasing their positions, 63 reducing their positions, and 16 closing their positions.

Holders
246
Holders Change
+17
Holders Change %
+7.42%
% of All Funds
6.14%
Holding in Top 10
29
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.72%
New
36
Increased
124
Reduced
63
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APP
1
Avantax Planning Partners
Iowa
$110M
2
Charles Schwab
2
Charles Schwab
California
$114M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$72.4M
4
Bank of America
4
Bank of America
North Carolina
$24.7M
5
AA
5
Apriem Advisors
California
$9.77M

Top Sellers

1
AFS
1
Access Financial Services
Minnesota
$10.3M
2
RW
2
Rand Wealth
Maryland
$0
3
JWA
3
JFS Wealth Advisors
Pennsylvania
$43K
4
BC
4
Brinker Capital
Pennsylvania
$13.5M
5
SFA
5
Sequoia Financial Advisors
Ohio
$6.22M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$114M 2,182,717 +330,060 +18%
APP
2
Avantax Planning Partners
Iowa
$110M 2,100,437 +392,221 +23%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$72.4M 1,393,263 +238,148 +21%
SFPM
4
Sensible Financial Planning & Management
Massachusetts
$61.3M 1,173,229 -25,027 -2%
Ameriprise
5
Ameriprise
Minnesota
$38.2M 731,097 +55,676 +8%
TIM
6
Total Investment Management
Arizona
$27.8M 531,946 -5,173 -1%
KF
7
Krilogy Financial
Missouri
$27M 516,873 +53,257 +11%
Financial Engines Advisors
8
Financial Engines Advisors
California
$26.8M 517,933 – –
Bank of America
9
Bank of America
North Carolina
$24.7M 473,585 +196,305 +71%
LYV
10
Live Your Vision
Pennsylvania
$24.4M 465,293 +29,975 +7%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$20.1M 384,047 +22,464 +6%
AWMG
12
Alliance Wealth Management Group
New Jersey
$18.9M 361,686 -3,604 -1%
OAJ
13
Ogorek Anthony Joseph
New York
$16.5M 315,078 +13,620 +5%
RPGK
14
Retirement Planning Group (Kansas)
Kansas
$16M 306,909 +88,538 +41%
AA
15
Ancora Advisors
Ohio
$15.8M 303,029 +28,473 +10%
BWP
16
BSW Wealth Partners
Colorado
$14.2M 272,043 -12,363 -4%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$14.2M 271,582 +3,514 +1%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$13.9M 266,120 +6,494 +3%
BC
19
Brinker Capital
Pennsylvania
$13.5M 257,963 -37,940 -13%
ML
20
McAdam LLC
Pennsylvania
$12.9M 247,567 +25,849 +12%
HighTower Advisors
21
HighTower Advisors
Illinois
$12.8M 244,609 +12,751 +5%
BWA
22
BlueSky Wealth Advisors
North Carolina
$12.6M 240,187 +22,441 +10%
SAM
23
Summit Asset Management
Tennessee
$12.4M 238,167 -3,677 -2%
AA
24
Alesco Advisors
New York
$11.4M 218,808 +36,124 +20%
PA
25
Planning Alternatives
Michigan
$11.1M 212,273 +1,370 +0.6%
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