Schwab US Aggregate Bond ETF
SCHZ
570 hedge funds and large institutions have $4.55B invested in Schwab US Aggregate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 254 increasing their positions, 202 reducing their positions, and 54 closing their positions.
26% more repeat investments, than reductions
Existing positions increased: 254 | Existing positions reduced: 202
1% less capital invested
Capital invested by funds: $4.61B → $4.55B (-$64.3M)
3% less funds holding
Funds holding: 590 → 570 (-20)
7.39% less ownership
Funds ownership: 126.71% → 119.33% (-7.4%)
15% less funds holding in top 10
Funds holding in top 10: 59 → 50 (-9)
17% less first-time investments, than exits
New positions opened: 45 | Existing positions closed: 54
83% less call options, than puts
Call options by funds: $28K | Put options by funds: $166K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$246M |
| 2 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
+$27.6M |
| 3 |
JP Morgan Chase
New York
|
+$26.2M |
| 4 |
Mariner
Overland Park,
Kansas
|
+$11.9M |
| 5 |
FRA
FFG Retirement Advisors
Centennial,
Colorado
|
+$11.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
-$194M |
| 2 |
RA
Rational Advisors
Huntington,
New York
|
-$100M |
| 3 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
-$61.4M |
| 4 |
BWA
BlueSky Wealth Advisors
New Bern,
North Carolina
|
-$40.4M |
| 5 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$36.3M |
SCHZ Hedge Fund Activity: Q1 2024 in Review
570 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q1 2024, worth a combined $4.55B — down 1.4% from $4.61B a quarter earlier.
Sellers outnumbered buyers: 54 funds closed out of SCHZ and 45 opened new positions — a net loss of 9 holders — while 202 trimmed existing stakes and 254 added.
The largest buyer was Charles Schwab, adding an estimated $246M. The largest seller was Cerity Partners, cutting an estimated $194M.
- 570 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q1 2024, down from 590 in Q4 2023.
- Funds reported $4.55B of Schwab US Aggregate Bond ETF stock for Q1 2024, down 1.4% quarter-over-quarter.
- 45 funds opened new Schwab US Aggregate Bond ETF positions in Q1 2024 and 54 closed out, a net change of -9 holders.
- The largest Schwab US Aggregate Bond ETF buyer in Q1 2024 was Charles Schwab, an estimated $246M added.
- The largest Schwab US Aggregate Bond ETF seller in Q1 2024 was Cerity Partners, an estimated $194M sold.
Based on aggregated 13F filings for Q1 2024.