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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$126M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
+$55.1M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$28.3M |
| 4 |
OAJ
Ogorek Anthony Joseph
Williamsville,
New York
|
+$23M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$20.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$28.6M |
| 2 |
SFPM
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
-$12.8M |
| 3 |
BWP
BSW Wealth Partners
Boulder,
Colorado
|
-$8.65M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
-$5.35M |
| 5 |
AWA
Alaska Wealth Advisors
Anchorage,
Alaska
|
-$3.83M |
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.