Schwab US Aggregate Bond ETF
SCHZ
486 hedge funds and large institutions have $4.51B invested in Schwab US Aggregate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 200 increasing their positions, 173 reducing their positions, and 47 closing their positions.
16% more repeat investments, than reductions
Existing positions increased: 200 | Existing positions reduced: 173
8% more capital invested
Capital invested by funds: $4.19B → $4.51B (+$317M)
4% more funds holding in top 10
Funds holding in top 10: 50 → 52 (+2)
1.83% more ownership
Funds ownership: 98.71% → 100.54% (+1.8%)
3% less funds holding
Funds holding: 500 → 486 (-14)
15% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 47
Top Buyers
| 1 |
Charles Schwab
San Francisco,
California
|
+$92.4M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$66.7M |
| 3 |
RA
Rational Advisors
Huntington,
New York
|
+$35.6M |
| 4 |
FC
Ferris Capital
Marlborough,
Massachusetts
|
+$34.3M |
| 5 |
Jane Street
New York
|
+$26.1M |
Top Sellers
| 1 |
Citadel Advisors
Miami,
Florida
|
-$23M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
-$19.1M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$17.2M |
| 4 |
MAM
Marotta Asset Management
Charlottesville,
Virginia
|
-$16.6M |
| 5 |
AA
Apriem Advisors
Irvine,
California
|
-$14.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PSIWM
526
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
| – | -$14K | -510 | Closed |
|
|
MCM
527
Manchester Capital Management
Manchester,
Vermont
| – | -$12K | -456 | Closed |
|
|
CB
528
Community Bank
Dewitt,
New York
| – | -$10K | -368 | Closed |
|
529
AssetMark Inc
Concord,
California
| – | -$7K | -268 | Closed |
|
|
PCA
530
Providence Capital Advisors
Charlotte,
North Carolina
| – | -$4K | -152 | Closed |
|
531
Citigroup
New York
| – | -$3.04K | -112 | -88% |
|
|
PAI
532
Pittenger & Anderson Inc
Lincoin,
Nebraska
| – | -$1K | -54 | Closed |
|
|
BBPWM
533
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| – | -$1K | -28 | Closed |
|
SCHZ Hedge Fund Activity: Q2 2021 in Review
486 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q2 2021, worth a combined $4.51B — up 7.6% from $4.19B a quarter earlier.
Sellers outnumbered buyers: 47 funds closed out of SCHZ and 40 opened new positions — a net loss of 7 holders — while 173 trimmed existing stakes and 200 added.
The largest buyer was Charles Schwab, adding an estimated $92.4M. The largest seller was Citadel Advisors, exiting entirely with an estimated $23M sold.
- 486 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q2 2021, down from 500 in Q1 2021.
- Funds reported $4.51B of Schwab US Aggregate Bond ETF stock for Q2 2021, up 7.6% quarter-over-quarter.
- 40 funds opened new Schwab US Aggregate Bond ETF positions in Q2 2021 and 47 closed out, a net change of -7 holders.
- The largest Schwab US Aggregate Bond ETF buyer in Q2 2021 was Charles Schwab, an estimated $92.4M added.
- The largest Schwab US Aggregate Bond ETF seller in Q2 2021 was Citadel Advisors, an estimated $23M sold.
Based on aggregated 13F filings for Q2 2021.