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Schwab US Aggregate Bond ETF
SCHZ

404 hedge funds and large institutions have $3.05B invested in Schwab US Aggregate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 210 increasing their positions, 122 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 122

14% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 28

14% more capital invested

Capital invested by funds: $2.68B → $3.05B (+$376M)

4.11% more ownership

Funds ownership: 83.62% → 87.73% (+4.1%)

2% more funds holding in top 10

Funds holding in top 10: 47 → 48 (+1)

1% more funds holding

Funds holding: 401 → 404 (+3)

Holders
404
Holders Change
+3
Holders Change %
+0.75%
% of All Funds
8.86%
Holding in Top 10
48
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.13%
% of All Funds
1.05%
New
32
Increased
210
Reduced
122
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$126M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$55.1M
3
Charles Schwab
Charles Schwab
California
+$28.3M
4
OAJ
Ogorek Anthony Joseph
New York
+$23M
5
Ameriprise
Ameriprise
Minnesota
+$20.9M

Top Sellers

Rank Fund Capital Flow
1
OIA
OneDigital Investment Advisors
Kansas
-$28.6M
2
SFPM
Sensible Financial Planning & Management
Massachusetts
-$12.8M
3
BWP
BSW Wealth Partners
Colorado
-$8.65M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$5.35M
5
AWA
Alaska Wealth Advisors
Alaska
-$3.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
226
StrategIQ Financial Group
Indiana
$686K +$54.2K +2,028 +9%
Northwestern Mutual Wealth Management
227
Northwestern Mutual Wealth Management
Wisconsin
$660K +$404K +15,120 +161%
BWP
228
BSW Wealth Partners
Colorado
$652K -$8.65M -323,348 -93%
Thrivent Financial for Lutherans
229
Thrivent Financial for Lutherans
Minnesota
$643K – – –
CBFP
230
Cedar Brook Financial Partners
Ohio
$641K +$99.2K +3,708 +18%
Renaissance Technologies
231
Renaissance Technologies
New York
$635K +$364K +13,600 +136%
LWAC
232
Laurel Wealth Advisors (California)
California
$634K +$379K +14,154 +151%
BFIC
233
Bedell Frazier Investment Counselling
California
$630K -$29.3K -1,096 -4%
CIC
234
Carnegie Investment Counsel
Ohio
$628K +$8.83K +330 +1%
PFS
235
Prospera Financial Services
Texas
$626K +$622K +23,268 New
TW
236
TrinityPoint Wealth
Connecticut
$621K +$620K +23,186 New
WCWM
237
Willow Creek Wealth Management
California
$597K +$3.85K +144 +0.7%
Cetera Investment Advisers
238
Cetera Investment Advisers
Illinois
$595K +$36.4K +1,360 +7%
KFA
239
Kays Financial Advisory
Georgia
$591K +$47.9K +1,790 +9%
PWM
240
Perigon Wealth Management
California
$590K +$6.26K +234 +1%
FC
241
Financial Consulate
Maryland
$568K -$150K -5,616 -21%
MSWMA
242
Market Street Wealth Management Advisors
Indiana
$560K +$36.9K +1,380 +7%
HWM
243
Highwater Wealth Management
Colorado
$549K +$25.8K +964 +5%
QCMNJ
244
Quantum Capital Management (New Jersey)
New Jersey
$541K -$15.9K -596 -3%
BWA
245
BDO Wealth Advisors
Florida
$539K – – –
BCP
246
Blue Chip Partners
Michigan
$535K -$14.3K -534 -3%
BCM
247
Breiter Capital Management
Florida
$533K -$20.4K -762 -4%
HDIM
248
Hanson & Doremus Investment Management
Vermont
$532K +$16.8K +628 +3%
BPWA
249
Beacon Pointe Wealth Advisors
California
$531K +$265K +9,922 +101%
TFA
250
Toth Financial Advisory
Virginia
$528K +$7.33K +274 +1%
8 9
10
11 12

SCHZ Hedge Fund Activity: Q3 2019 in Review

404 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q3 2019, worth a combined $3.05B — up 14% from $2.68B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SCHZ positions and 28 closed out — a net gain of 4 holders — while 210 added to existing stakes and 122 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $126M. The largest seller was OneDigital Investment Advisors, cutting an estimated $28.6M.

  • 404 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q3 2019, up from 401 in Q2 2019.
  • Funds reported $3.05B of Schwab US Aggregate Bond ETF stock for Q3 2019, up 14% quarter-over-quarter.
  • 32 funds opened new Schwab US Aggregate Bond ETF positions in Q3 2019 and 28 closed out, a net change of +4 holders.
  • The largest Schwab US Aggregate Bond ETF buyer in Q3 2019 was Envestnet Asset Management, an estimated $126M added.
  • The largest Schwab US Aggregate Bond ETF seller in Q3 2019 was OneDigital Investment Advisors, an estimated $28.6M sold.

Based on aggregated 13F filings for Q3 2019.