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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
404
Holders Change
+3
Holders Change %
+0.75%
% of All Funds
8.86%
Holding in Top 10
48
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.13%
% of All Funds
1.05%
New
32
Increased
210
Reduced
122
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$126M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$55.1M
3
Charles Schwab
Charles Schwab
California
+$28.3M
4
OAJ
Ogorek Anthony Joseph
New York
+$23M
5
Ameriprise
Ameriprise
Minnesota
+$20.9M

Top Sellers

Rank Fund Capital Flow
1
OIA
OneDigital Investment Advisors
Kansas
-$28.6M
2
SFPM
Sensible Financial Planning & Management
Massachusetts
-$12.8M
3
BWP
BSW Wealth Partners
Colorado
-$8.65M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$5.35M
5
AWA
Alaska Wealth Advisors
Alaska
-$3.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
326
Jacobsen Capital Management
Utah
$227K +$1.6K +60 +0.7%
ODCM
327
Old Dominion Capital Management
Virginia
$225K – – –
AWA
328
Acorn Wealth Advisors
Michigan
$220K +$1.44K +54 +0.7%
ASN
329
Advisory Services Network
Georgia
$217K – – –
REMPR
330
Roof Eidam Maycock Peralta (REMP)
California
$216K – – –
FA
331
Financial Advisors
Massachusetts
$213K +$2.14K +80 +1%
BCM
332
Blume Capital Management
California
$211K – – –
PCMC
333
Private Capital Management (Colorado)
Colorado
$211K +$428 +16 +0.2%
JP Morgan Chase
334
JP Morgan Chase
New York
$210K -$90.7K -3,390 -30%
SAM
335
Summit Asset Management
Tennessee
$206K -$181K -6,750 -47%
CIAS
336
Capital Investment Advisory Services
North Carolina
$200K – – –
NFG
337
Next Financial Group
Texas
$167K +$3.75K +140 +2%
SQA
338
Simon Quick Advisors
New Jersey
$159K +$7.44K +278 +5%
FRA
339
Front Row Advisors
California
$157K – – –
GWS
340
Glassman Wealth Services
Virginia
$156K -$5.99K -224 -4%
VNA
341
Valley National Advisers
Pennsylvania
$149K -$2.73K -102 -2%
Wells Fargo
342
Wells Fargo
California
$146K +$57.3K +2,142 +65%
CWM
343
Cedar Wealth Management
California
$144K +$90.9K +3,400 +174%
RCA
344
Rowland Carmichael Advisors
Arizona
$140K +$19.3K +720 +16%
GWM
345
Geneos Wealth Management
Colorado
$137K +$2.41K +90 +2%
FA
346
Fortis Advisors
Pennsylvania
$131K +$10.2K +380 +8%
LWM
347
Liberty Wealth Management
California
$129K +$114K +4,272 +812%
HI
348
Hudock Inc
Pennsylvania
$118K -$27.4K -1,026 -19%
HWA
349
Heritage Wealth Advisors
Virginia
$116K -$64.5K -2,410 -36%
GIP
350
Granite Investment Partners
California
$111K – – –
12 13
14
15 16

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.