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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Activity

321 hedge funds and large institutions have $1.7B invested in Schwab US Aggregate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 156 increasing their positions, 62 reducing their positions, and 9 closing their positions.

Holders
321
Holders Change
+68
Holders Change %
+26.88%
% of All Funds
7.29%
Holding in Top 10
43
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+30.3%
% of All Funds
0.98%
New
77
Increased
156
Reduced
62
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$166M
2
DWM
2
Destination Wealth Management
California
$30.7M
3
Jane Street
3
Jane Street
New York
$29.8M
4
DFIG
4
Dragon Financial & Investment Group
California
$22.3M
5
CHA
5
Cooper/Haims Advisors
New York
$15.1M

Top Sellers

1
AA
1
Apriem Advisors
California
$7.11M
2
AWMG
2
Alliance Wealth Management Group
New Jersey
$23.1M
3
Ameriprise
3
Ameriprise
Minnesota
$42.8M
4
AL
4
Aspiriant LLC
California
$1.11M
5
Morgan Stanley
5
Morgan Stanley
New York
$7.03M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$166M 3,195,222 +647,567 +25%
APP
2
Avantax Planning Partners
Iowa
$112M 2,156,326 -64,464 -3%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$90.5M 1,745,688 +241,938 +16%
Financial Engines Advisors
4
Financial Engines Advisors
California
$66.8M 1,283,989 +224,518 +21%
SFPM
5
Sensible Financial Planning & Management
Massachusetts
$59.2M 1,138,139 +1,674 +0.1%
Ameriprise
6
Ameriprise
Minnesota
$42.8M 823,016 -114,953 -12%
LYV
7
Live Your Vision
Pennsylvania
$36.5M 707,730 +228,034 +48%
DWM
8
Destination Wealth Management
California
$30.7M 590,747 +474,837 +410%
KF
9
Krilogy Financial
Missouri
$30.1M 577,857 +51,469 +10%
Jane Street
10
Jane Street
New York
$29.8M 571,933 +451,403 +375%
TIM
11
Total Investment Management
Arizona
$29.4M 564,242 -1,885 -0.3%
OIA
12
OneDigital Investment Advisors
Kansas
$27.6M 530,949 +172,006 +48%
Bank of America
13
Bank of America
North Carolina
$27.3M 524,021 +38,516 +8%
AWMG
14
Alliance Wealth Management Group
New Jersey
$23.1M 444,714 -322,464 -42%
DFIG
15
Dragon Financial & Investment Group
California
$22.3M 428,533 +428,533 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$22.3M 427,885 +2,077 +0.5%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$20.8M 400,355 +80,719 +25%
Mariner
18
Mariner
Kansas
$19.5M 375,120 +279,836 +294%
AA
19
Ancora Advisors
Ohio
$19.3M 371,386 -2,399 -0.6%
RPGK
20
Retirement Planning Group (Kansas)
Kansas
$16.8M 323,755 +12,851 +4%
AWS
21
AJ Wealth Strategies
New York
$16.3M 312,729 +92,718 +42%
UCFA
22
United Capital Financial Advisors
Texas
$15.7M 302,456 +7,361 +2%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$15.6M 300,367 +19,651 +7%
KBFS
24
Kohmann Bosshard Financial Services
Ohio
$15.6M 299,050 +44,062 +17%
CHA
25
Cooper/Haims Advisors
New York
$15.1M 290,579 +290,579 New
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