We are live on ! Find out more
SCHZ icon

Schwab US Aggregate Bond ETF
SCHZ

533 hedge funds and large institutions have $3.96B invested in Schwab US Aggregate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 166 increasing their positions, 256 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 60 → 60 (0)

4% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 56

1% less funds holding

Funds holding: 540 → 533 (-7)

15% less capital invested

Capital invested by funds: $4.67B → $3.96B (-$710M)

19.81% less ownership

Funds ownership: 125.76% → 105.96% (-20%)

35% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 256

Holders
533
Holders Change
-7
Holders Change %
-1.3%
% of All Funds
8.98%
Holding in Top 10
60
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.01%
New
54
Increased
166
Reduced
256
Closed
56
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$50.2M
2
DWM
Destination Wealth Management
California
+$44.6M
3
TF
Theory Financial
Colorado
+$22.1M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$20.8M
5
AO
Advisor OS
Illinois
+$19.3M

Top Sellers

Rank Fund Capital Flow
1
CIAS
CFS Investment Advisory Services
New Jersey
-$664M
2
FEG
Fund Evaluation Group
Ohio
-$243M
3
5L
55I LLC
Massachusetts
-$55.4M
4
MFRM
Milliman Financial Risk Management
Illinois
-$47.8M
5
SFPM
Sensible Financial Planning & Management
Massachusetts
-$40.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
501
Lowe Wealth Advisors
Maryland
$7K – – –
MAWCM
502
Mine & Arao Wealth Creation & Management
California
$7K – – –
EWA
503
EverSource Wealth Advisors
Alabama
$7K +$1.94K +80 +35%
TVWM
504
Tower View Wealth Management
Wisconsin
$6K +$6.15K +254 New
FSWA
505
Financial Synergies Wealth Advisors
Texas
$5.29K +$5.37K +222 New
CB
506
CNB Bank
Pennsylvania
$5K – – –
MRCM
507
M&R Capital Management
New Jersey
$5K +$5.13K +212 New
HCM
508
Horrell Capital Management
Arkansas
$4K – – –
JHCP
509
Jackson Hole Capital Partners
Oklahoma
$4K – – –
JFA
510
JNBA Financial Advisors
Minnesota
$4K +$3.73K +154 New
AIP
511
Ahrens Investment Partners
Louisiana
$3K – – –
FCA
512
FinTrust Capital Advisors
South Carolina
$3K – – –
SWM
513
Selective Wealth Management
Virginia
$3K +$48 +2 +2%
BFPW
514
BOK Financial Private Wealth
Colorado
$3K +$2.61K +108 New
AP
515
Arlington Partners
Alabama
$2K -$8.91K -368 -81%
MSFP
516
Mark Sheptoff Financial Planning
Connecticut
$2K – – –
RA
517
Resolute Advisors
California
$2K – – –
BTI
518
Blue Trust Inc
Georgia
$2K +$1.74K +72 New
TIM
519
Tortoise Investment Management
New York
$2K +$1.94K +80 New
KFS
520
Kelly Financial Services
Massachusetts
$1.96K +$1.99K +82 New
COCM
521
Charter Oak Capital Management
New Hampshire
$1K – – –
MA
522
Montag & Associates
Georgia
$1K – – –
MA
523
MUFG Americas
New York
$1K – – –
VNA
524
Valley National Advisers
Pennsylvania
$1K – – –
GWMI
525
Guardian Wealth Management (Illinois)
Illinois
$1K +$436 +18 +90%
19 20
21
22 23

SCHZ Hedge Fund Activity: Q2 2022 in Review

533 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q2 2022, worth a combined $3.96B — down 15% from $4.67B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of SCHZ and 54 opened new positions — a net loss of 2 holders — while 256 trimmed existing stakes and 166 added.

The largest buyer was Jane Street, adding an estimated $50.2M. The largest seller was CFS Investment Advisory Services, cutting an estimated $664M.

  • 533 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q2 2022, down from 540 in Q1 2022.
  • Funds reported $3.96B of Schwab US Aggregate Bond ETF stock for Q2 2022, down 15% quarter-over-quarter.
  • 54 funds opened new Schwab US Aggregate Bond ETF positions in Q2 2022 and 56 closed out, a net change of -2 holders.
  • The largest Schwab US Aggregate Bond ETF buyer in Q2 2022 was Jane Street, an estimated $50.2M added.
  • The largest Schwab US Aggregate Bond ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $664M sold.

Based on aggregated 13F filings for Q2 2022.