Schwab US Aggregate Bond ETF
SCHZ
331 hedge funds and large institutions have $2.1B invested in Schwab US Aggregate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 170 increasing their positions, 95 reducing their positions, and 27 closing their positions.
79% more repeat investments, than reductions
Existing positions increased: 170 | Existing positions reduced: 95
15% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 27
1.88% more ownership
Funds ownership: 78.22% → 80.1% (+1.9%)
4% more capital invested
Capital invested by funds: $2.01B → $2.1B (+$89.5M)
0% more funds holding
Funds holding: 330 → 331 (+1)
9% less funds holding in top 10
Funds holding in top 10: 47 → 43 (-4)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $12K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$34.7M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$25.3M |
| 3 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
+$17.2M |
| 4 |
HGWM
Harvest Group Wealth Management
Waltham,
Massachusetts
|
+$10.5M |
| 5 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
+$8.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
-$27.7M |
| 2 |
BWP
BSW Wealth Partners
Boulder,
Colorado
|
-$8.07M |
| 3 |
KLI
Kelman-Lazarov Inc
Memphis,
Tennessee
|
-$6.92M |
| 4 |
BA
Bristlecone Advisors
Bellevue,
Washington
|
-$6.67M |
| 5 |
HA
Harborview Advisors
Portland,
Maine
|
-$5.9M |
SCHZ Hedge Fund Activity: Q3 2018 in Review
331 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q3 2018, worth a combined $2.1B — up 4.5% from $2.01B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new SCHZ positions and 27 closed out — a net gain of 4 holders — while 170 added to existing stakes and 95 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $34.7M. The largest seller was Milliman Financial Risk Management, cutting an estimated $27.7M.
- 331 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q3 2018, up from 330 in Q2 2018.
- Funds reported $2.1B of Schwab US Aggregate Bond ETF stock for Q3 2018, up 4.5% quarter-over-quarter.
- 31 funds opened new Schwab US Aggregate Bond ETF positions in Q3 2018 and 27 closed out, a net change of +4 holders.
- The largest Schwab US Aggregate Bond ETF buyer in Q3 2018 was Financial Engines Advisors, an estimated $34.7M added.
- The largest Schwab US Aggregate Bond ETF seller in Q3 2018 was Milliman Financial Risk Management, an estimated $27.7M sold.
Based on aggregated 13F filings for Q3 2018.