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Schwab US Aggregate Bond ETF
SCHZ

378 hedge funds and large institutions have $2.42B invested in Schwab US Aggregate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 131 increasing their positions, 130 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 34

28% more funds holding in top 10

Funds holding in top 10: 43 → 55 (+12)

16% more capital invested

Capital invested by funds: $2.1B → $2.42B (+$326M)

14% more funds holding

Funds holding: 331 → 378 (+47)

8.33% more ownership

Funds ownership: 80.1% → 88.43% (+8.3%)

1% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 130

Holders
378
Holders Change
+47
Holders Change %
+14.2%
% of All Funds
8.42%
Holding in Top 10
55
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+27.91%
% of All Funds
1.23%
New
86
Increased
131
Reduced
130
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DWM
Destination Wealth Management
California
+$120M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$49.1M
3
Charles Schwab
Charles Schwab
California
+$23.2M
4
MFRM
Milliman Financial Risk Management
Illinois
+$20.8M
5
Ameriprise
Ameriprise
Minnesota
+$18.9M

Top Sellers

Rank Fund Capital Flow
1
APP
Avantax Planning Partners
Iowa
-$21.5M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$21.3M
3
SFPM
Sensible Financial Planning & Management
Massachusetts
-$15.3M
4
FAAS
First Allied Advisory Services
California
-$15.2M
5
OIA
OneDigital Investment Advisors
Kansas
-$14.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
401
IMA Advisory Services
Colorado
– -$50K -2,000 Closed
MWPCG
402
Measured Wealth Private Client Group
New Hampshire
– -$33K -1,320 Closed
KJWM
403
Kiley Juergens Wealth Management
Washington
– -$19K -774 Closed
RCAG
404
Rehmann Capital Advisory Group
Michigan
– -$12.6K -500 Closed
SPIA
405
Steward Partners Investment Advisory
New York
– -$12K -486 Closed
NC
406
NewSquare Capital
Pennsylvania
– -$11K -440 Closed
CPIG
407
Chicago Partners Investment Group
Illinois
– -$7K -272 Closed
LFG
408
LifePlan Financial Group
Ohio
– -$7K -272 Closed
FMII
409
Farmers & Merchants Investments Inc
Nebraska
– -$1K -50 Closed
13 14 15 16
17

SCHZ Hedge Fund Activity: Q4 2018 in Review

378 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q4 2018, worth a combined $2.42B — up 16% from $2.1B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new SCHZ positions and 34 closed out — a net gain of 52 holders — while 131 added to existing stakes and 130 trimmed.

The largest buyer was Destination Wealth Management, adding an estimated $120M. The largest seller was Avantax Planning Partners, cutting an estimated $21.5M.

  • 378 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q4 2018, up from 331 in Q3 2018.
  • Funds reported $2.42B of Schwab US Aggregate Bond ETF stock for Q4 2018, up 16% quarter-over-quarter.
  • 86 funds opened new Schwab US Aggregate Bond ETF positions in Q4 2018 and 34 closed out, a net change of +52 holders.
  • The largest Schwab US Aggregate Bond ETF buyer in Q4 2018 was Destination Wealth Management, an estimated $120M added.
  • The largest Schwab US Aggregate Bond ETF seller in Q4 2018 was Avantax Planning Partners, an estimated $21.5M sold.

Based on aggregated 13F filings for Q4 2018.