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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
+$120M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
+$49.1M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$23.2M |
| 4 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
+$20.8M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$18.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
-$21.5M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$21.3M |
| 3 |
SFPM
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
-$15.3M |
| 4 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$15.2M |
| 5 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$14.3M |
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.