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Schwab US Aggregate Bond ETF
SCHZ

253 hedge funds and large institutions have $1.36B invested in Schwab US Aggregate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 148 increasing their positions, 60 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 60

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

17% more capital invested

Capital invested by funds: $1.16B → $1.36B (+$201M)

14% more funds holding in top 10

Funds holding in top 10: 29 → 33 (+4)

3.5% more ownership

Funds ownership: 60.56% → 64.06% (+3.5%)

3% more funds holding

Funds holding: 246 → 253 (+7)

Holders
253
Holders Change
+7
Holders Change %
+2.85%
% of All Funds
6.31%
Holding in Top 10
33
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.79%
% of All Funds
0.82%
New
23
Increased
148
Reduced
60
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$28.4M
2
AWMG
Alliance Wealth Management Group
New Jersey
+$21.3M
3
Charles Schwab
Charles Schwab
California
+$19.1M
4
OIA
OneDigital Investment Advisors
Kansas
+$17.6M
5
AA
Apriem Advisors
California
+$16.5M

Top Sellers

1
BC
Brinker Capital
Pennsylvania
-$11.3M
2
BA
Bristlecone Advisors
Washington
-$9.65M
3
AFS
Access Financial Services
Minnesota
-$8.53M
4
OAJ
Ogorek Anthony Joseph
New York
-$2.63M
5
NPC
National Planning Corporation
California
-$2.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
251
Baystate Wealth Management
Massachusetts
$2K – – –
BA
252
Bristlecone Advisors
Washington
– -$9.65M -369,282 Closed
NPC
253
National Planning Corporation
California
– -$2.5M -96,132 Closed
CWP
254
Capital Wealth Planning
Florida
– -$788K -30,158 Closed
AIP
255
Almanack Investment Partners
Pennsylvania
– -$660K -25,276 Closed
AIA
256
Allegis Investment Advisors
Idaho
– -$446K -17,054 Closed
CWM
257
Concert Wealth Management
California
– -$340K -13,008 Closed
RWM
258
Ritholtz Wealth Management
New York
– -$225K -8,626 Closed
HSA
259
HBK Sorce Advisory
Pennsylvania
– -$201K -7,704 Closed
PSUF
260
People's United Financial
Connecticut
– -$78K -2,992 Closed
DADC
261
D.A. Davidson & Co
Montana
– -$56K -2,180 Closed
US Bancorp
262
US Bancorp
Minnesota
– -$41.4K -1,580 -99%
BBPWM
263
Blue Bell Private Wealth Management
Pennsylvania
– -$18K -696 Closed
GBBWRPM
264
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– -$4.19K -160 Closed
VWA
265
V Wealth Advisors
Kansas
– -$3K -100 Closed
TWA
266
TCI Wealth Advisors
Arizona
– -$1K -50 Closed
7 8 9 10
11

SCHZ Hedge Fund Activity: Q3 2017 in Review

253 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q3 2017, worth a combined $1.36B — up 17% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SCHZ positions and 14 closed out — a net gain of 9 holders — while 148 added to existing stakes and 60 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $28.4M. The largest seller was Brinker Capital, cutting an estimated $11.3M.

  • 253 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q3 2017, up from 246 in Q2 2017.
  • Funds reported $1.36B of Schwab US Aggregate Bond ETF stock for Q3 2017, up 17% quarter-over-quarter.
  • 23 funds opened new Schwab US Aggregate Bond ETF positions in Q3 2017 and 14 closed out, a net change of +9 holders.
  • The largest Schwab US Aggregate Bond ETF buyer in Q3 2017 was Financial Engines Advisors, an estimated $28.4M added.
  • The largest Schwab US Aggregate Bond ETF seller in Q3 2017 was Brinker Capital, an estimated $11.3M sold.

Based on aggregated 13F filings for Q3 2017.