Schwab US Aggregate Bond ETF
SCHZ
401 hedge funds and large institutions have $2.68B invested in Schwab US Aggregate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 209 increasing their positions, 107 reducing their positions, and 31 closing their positions.
95% more repeat investments, than reductions
Existing positions increased: 209 | Existing positions reduced: 107
32% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 31
12% more capital invested
Capital invested by funds: $2.38B → $2.68B (+$297M)
7% more funds holding in top 10
Funds holding in top 10: 44 → 47 (+3)
3.21% more ownership
Funds ownership: 80.41% → 83.62% (+3.2%)
1% more funds holding
Funds holding: 396 → 401 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$95.4M |
| 2 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$48.7M |
| 3 |
HCM
Hengehold Capital Management
Cincinnati,
Ohio
|
+$34.8M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$28.8M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$24.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KF
Krilogy Financial
St. Louis,
Missouri
|
-$18.5M |
| 2 |
FF
Friedenthal Financial
Marlton,
New Jersey
|
-$10.7M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$9.41M |
| 4 |
PEA
Pacific Edge Advisors
Corona Del Mar,
California
|
-$8.48M |
| 5 |
CMP
Courage Miller Partners
Norfolk,
Virginia
|
-$6.31M |
SCHZ Hedge Fund Activity: Q2 2019 in Review
401 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q2 2019, worth a combined $2.68B — up 12% from $2.38B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new SCHZ positions and 31 closed out — a net gain of 10 holders — while 209 added to existing stakes and 107 trimmed.
The largest buyer was Mercer Global Advisors, adding an estimated $95.4M. The largest seller was Krilogy Financial, cutting an estimated $18.5M.
- 401 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q2 2019, up from 396 in Q1 2019.
- Funds reported $2.68B of Schwab US Aggregate Bond ETF stock for Q2 2019, up 12% quarter-over-quarter.
- 41 funds opened new Schwab US Aggregate Bond ETF positions in Q2 2019 and 31 closed out, a net change of +10 holders.
- The largest Schwab US Aggregate Bond ETF buyer in Q2 2019 was Mercer Global Advisors, an estimated $95.4M added.
- The largest Schwab US Aggregate Bond ETF seller in Q2 2019 was Krilogy Financial, an estimated $18.5M sold.
Based on aggregated 13F filings for Q2 2019.