Schwab US Aggregate Bond ETF
SCHZ
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.
125% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 16
97% more repeat investments, than reductions
Existing positions increased: 124 | Existing positions reduced: 63
10% more capital invested
Capital invested by funds: $1.06B → $1.16B (+$105M)
7% more funds holding
Funds holding: 229 → 246 (+17)
0% more funds holding in top 10
Funds holding in top 10: 29 → 29 (0)
0.12% less ownership
Funds ownership: 60.68% → 60.56% (-0.12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
+$20.5M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$17.2M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$12.4M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$10.2M |
| 5 |
AA
Apriem Advisors
Irvine,
California
|
+$9.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFS
Access Financial Services
Minneapolis,
Minnesota
|
-$10.8M |
| 2 |
RW
Rand Wealth
Baltimore,
Maryland
|
-$6.5M |
| 3 |
JWA
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
-$4.35M |
| 4 |
BC
Brinker Capital
Berwyn,
Pennsylvania
|
-$1.98M |
| 5 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$1.91M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
251
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$526K | -20,308 | Closed |
|
|
MIAN
252
Mariner Independent Advisor Network
Overland Park,
Kansas
| – | -$307K | -11,850 | Closed |
|
|
EWA
253
EP Wealth Advisors
Torrance,
California
| – | -$306K | -11,804 | Closed |
|
|
UAS
254
United Asset Strategies
Garden City,
New York
| – | -$242K | -9,358 | Closed |
|
|
FTS
255
Fifth Third Securities
Cincinnati,
Ohio
| – | -$217K | -8,416 | Closed |
|
|
ADL
256
Asset Dedication LLC
San Francisco,
California
| – | -$140K | -5,392 | Closed |
|
257
SEI Investments
Oaks,
Pennsylvania
| – | -$125K | -4,834 | Closed |
|
|
CAG
258
Crestwood Advisors Group
Boston,
Massachusetts
| – | -$105K | -4,040 | Closed |
|
|
PFO
259
Pathstone Family Office
Englewood,
New Jersey
| – | -$57K | -2,196 | Closed |
|
|
SSB
260
Sandy Spring Bank
Olney,
Maryland
| – | -$50K | -1,914 | Closed |
|
261
JP Morgan Chase
New York
| – | -$6K | -226 | Closed |
|
SCHZ Hedge Fund Activity: Q2 2017 in Review
246 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q2 2017, worth a combined $1.16B — up 9.9% from $1.06B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new SCHZ positions and 16 closed out — a net gain of 20 holders — while 124 added to existing stakes and 63 trimmed.
The largest buyer was Avantax Planning Partners, adding an estimated $20.5M. The largest seller was Access Financial Services, cutting an estimated $10.8M.
- 246 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q2 2017, up from 229 in Q1 2017.
- Funds reported $1.16B of Schwab US Aggregate Bond ETF stock for Q2 2017, up 9.9% quarter-over-quarter.
- 36 funds opened new Schwab US Aggregate Bond ETF positions in Q2 2017 and 16 closed out, a net change of +20 holders.
- The largest Schwab US Aggregate Bond ETF buyer in Q2 2017 was Avantax Planning Partners, an estimated $20.5M added.
- The largest Schwab US Aggregate Bond ETF seller in Q2 2017 was Access Financial Services, an estimated $10.8M sold.
Based on aggregated 13F filings for Q2 2017.