Schwab US Aggregate Bond ETF
SCHZ
492 hedge funds and large institutions have $4.64B invested in Schwab US Aggregate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 196 increasing their positions, 175 reducing their positions, and 31 closing their positions.
35% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 31
12% more repeat investments, than reductions
Existing positions increased: 196 | Existing positions reduced: 175
1% more funds holding
Funds holding: 486 → 492 (+6)
3% more capital invested
Capital invested by funds: $4.51B → $4.64B (+$133M)
0.23% less ownership
Funds ownership: 100.54% → 100.31% (-0.23%)
8% less funds holding in top 10
Funds holding in top 10: 52 → 48 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$61.5M |
| 2 |
RA
Rational Advisors
Huntington,
New York
|
+$52.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$25.5M |
| 4 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$24.7M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$21.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FC
Ferris Capital
Marlborough,
Massachusetts
|
-$34.5M |
| 2 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$33.3M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$15.1M |
| 4 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$14.5M |
| 5 |
SFMG
Sage Financial Management Group
Mclean,
Virginia
|
-$14.5M |
SCHZ Hedge Fund Activity: Q3 2021 in Review
492 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q3 2021, worth a combined $4.64B — up 3% from $4.51B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new SCHZ positions and 31 closed out — a net gain of 11 holders — while 196 added to existing stakes and 175 trimmed.
The largest buyer was Charles Schwab, adding an estimated $61.5M. The largest seller was Ferris Capital, exiting entirely with an estimated $34.5M sold.
- 492 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q3 2021, up from 486 in Q2 2021.
- Funds reported $4.64B of Schwab US Aggregate Bond ETF stock for Q3 2021, up 3% quarter-over-quarter.
- 42 funds opened new Schwab US Aggregate Bond ETF positions in Q3 2021 and 31 closed out, a net change of +11 holders.
- The largest Schwab US Aggregate Bond ETF buyer in Q3 2021 was Charles Schwab, an estimated $61.5M added.
- The largest Schwab US Aggregate Bond ETF seller in Q3 2021 was Ferris Capital, an estimated $34.5M sold.
Based on aggregated 13F filings for Q3 2021.