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Schwab US Aggregate Bond ETF
SCHZ

468 hedge funds and large institutions have $3.34B invested in Schwab US Aggregate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 156 increasing their positions, 210 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 40

21% more funds holding in top 10

Funds holding in top 10: 52 → 63 (+11)

2% more funds holding

Funds holding: 457 → 468 (+11)

1% more capital invested

Capital invested by funds: $3.31B → $3.34B (+$29.1M)

0.85% more ownership

Funds ownership: 90.25% → 91.1% (+0.85%)

26% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 210

Holders
468
Holders Change
+11
Holders Change %
+2.41%
% of All Funds
10.31%
Holding in Top 10
63
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+21.15%
% of All Funds
1.39%
New
59
Increased
156
Reduced
210
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$69.8M
2
Bank of America
Bank of America
North Carolina
+$65.8M
3
Ameriprise
Ameriprise
Minnesota
+$44.8M
4
WANY
Wealthspire Advisors (New York)
New York
+$20.3M
5
BCM
Bluefin Capital Management
New York
+$19.7M

Top Sellers

Rank Fund Capital Flow
1
MFRM
Milliman Financial Risk Management
Illinois
-$184M
2
BIA
Barry Investment Advisors
Massachusetts
-$25.4M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$17.2M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$16.4M
5
APP
Avantax Planning Partners
Iowa
-$16M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
451
Horrell Capital Management
Arkansas
$5K – – –
CFFP
452
Center for Financial Planning
Michigan
$5K +$5.29K +196 New
FEG
453
Financial Enhancement Group
Indiana
$5K +$5.4K +200 New
FCA
454
FinTrust Capital Advisors
South Carolina
$4K – – –
HWA
455
HCR Wealth Advisors
California
$4K – – –
AC
456
AlphaCore Capital
California
$3K – – –
IF
457
Ironwood Financial
Arizona
$3K – – –
JFA
458
JNBA Financial Advisors
Minnesota
$3K – – –
SJIM
459
St. Johns Investment Management
Florida
$3K – – –
SWM
460
Selective Wealth Management
Virginia
$3K +$54 +2 +2%
CAGAS
461
Capital Advisory Group Advisory Services
Minnesota
$2K -$131K -4,860 -99%
CAAS
462
Capital Asset Advisory Services
Michigan
$2K -$41.5K -1,538 -96%
FCM
463
Firestone Capital Management
Florida
$2K – – –
MSFP
464
Mark Sheptoff Financial Planning
Connecticut
$2K +$2K +74 New
RDWM
465
Red Door Wealth Management
Tennessee
$2K +$2.7K +100 New
BFEC
466
Benjamin F. Edwards & Company
Missouri
$1K – – –
WA
467
WBH Advisory
Maryland
$985 -$34K -1,258 -3%
FGAM
468
Financial Gravity Asset Management
Texas
$53 – – –
WIM
469
Westside Investment Management
California
$3 +$3.62K +134 New
MFRM
470
Milliman Financial Risk Management
Illinois
– -$184M -6,879,172 Closed
IAA
471
Independent Advisor Alliance
North Carolina
– -$12M -450,222 Closed
CWM
472
CCG Wealth Management
California
– -$3.74M -140,012 Closed
SFS
473
Strategic Financial Services
New York
– -$2.81M -105,034 Closed
MAG
474
Mayfair Advisory Group
Alabama
– -$1.89M -70,588 Closed
SC
475
Slow Capital
California
– -$1.69M -63,302 Closed
17 18
19
20 21

SCHZ Hedge Fund Activity: Q1 2020 in Review

468 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q1 2020, worth a combined $3.34B — up 0.88% from $3.31B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new SCHZ positions and 40 closed out — a net gain of 19 holders — while 156 added to existing stakes and 210 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $69.8M. The largest seller was Milliman Financial Risk Management, exiting entirely with an estimated $184M sold.

  • 468 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q1 2020, up from 457 in Q4 2019.
  • Funds reported $3.34B of Schwab US Aggregate Bond ETF stock for Q1 2020, up 0.88% quarter-over-quarter.
  • 59 funds opened new Schwab US Aggregate Bond ETF positions in Q1 2020 and 40 closed out, a net change of +19 holders.
  • The largest Schwab US Aggregate Bond ETF buyer in Q1 2020 was Jane Street, an estimated $69.8M added.
  • The largest Schwab US Aggregate Bond ETF seller in Q1 2020 was Milliman Financial Risk Management, an estimated $184M sold.

Based on aggregated 13F filings for Q1 2020.