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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
CFGS
376
Concourse Financial Group Securities
Alabama
$18K +$14.6K +544 +495%
CIA
377
Cascade Investment Advisors
Oregon
$16.2K +$16K +600 New
CAC
378
Certified Advisory Corp
Florida
$16K +$107 +4 +0.7%
CDIA
379
Capital Directions Investment Advisors
Georgia
$16K +$12.8K +478 +392%
BCM
380
Bourgeon Capital Management
Connecticut
$16K +$16K +600 New
SWA
381
Sutton Wealth Advisors
Florida
$14.3K +$749 +28 +6%
VFA
382
Valeo Financial Advisors
Indiana
$14K -$588 -22 -4%
MPWT
383
MassMutual Private Wealth & Trust
Connecticut
$14K +$14K +524 New
JFA
384
JNBA Financial Advisors
Minnesota
$12K – – –
EWM
385
Elmwood Wealth Management
California
$9K – – –
SPIA
386
Steward Partners Investment Advisory
New York
$9K – – –
William Blair & Company
387
William Blair & Company
Illinois
$8K – – –
Fidelity Investments
388
Fidelity Investments
Massachusetts
$7K +$7.22K +270 New
MG
389
MilWealth Group
Wisconsin
$6.08K +$53 +2 +0.9%
US Bancorp
390
US Bancorp
Minnesota
$6K -$7.76K -290 -56%
ClearBridge Investments
391
ClearBridge Investments
New York
$5K – – –
HCM
392
Horrell Capital Management
Arkansas
$5K – – –
FCA
393
FinTrust Capital Advisors
South Carolina
$4K – – –
PFGIA
394
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$4.23K +158 New
IF
395
Ironwood Financial
Arizona
$3K – – –
SJIM
396
St. Johns Investment Management
Florida
$3K – – –
TIM
397
Tortoise Investment Management
New York
$3K – – –
TL
398
TrueWealth LLC
Georgia
$3K – – –
SWM
399
Selective Wealth Management
Virginia
$3K +$3.26K +122 New
CAGAS
400
Capital Advisory Group Advisory Services
Minnesota
$2K – – –
14 15
16
17 18

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.