Schwab US Aggregate Bond ETF
SCHZ
540 hedge funds and large institutions have $4.67B invested in Schwab US Aggregate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 183 increasing their positions, 211 reducing their positions, and 61 closing their positions.
31% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 61
17.52% more ownership
Funds ownership: 108.24% → 125.76% (+18%)
5% more funds holding in top 10
Funds holding in top 10: 57 → 60 (+3)
2% more funds holding
Funds holding: 531 → 540 (+9)
5% less capital invested
Capital invested by funds: $4.9B → $4.67B (-$228M)
13% less repeat investments, than reductions
Existing positions increased: 183 | Existing positions reduced: 211
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$712M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$61.7M |
| 3 |
5L
55I LLC
Boston,
Massachusetts
|
+$54.9M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$39.1M |
| 5 |
LWMT
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
+$29.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Rational Advisors
Huntington,
New York
|
-$155M |
| 2 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
-$92.9M |
| 3 |
Charles Schwab
San Francisco,
California
|
-$57.4M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$50.4M |
| 5 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
-$32.5M |
SCHZ Hedge Fund Activity: Q1 2022 in Review
540 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q1 2022, worth a combined $4.67B — down 4.6% from $4.9B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new SCHZ positions and 61 closed out — a net gain of 19 holders — while 183 added to existing stakes and 211 trimmed.
The largest buyer was CFS Investment Advisory Services, adding an estimated $712M. The largest seller was Rational Advisors, exiting entirely with an estimated $155M sold.
- 540 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q1 2022, up from 531 in Q4 2021.
- Funds reported $4.67B of Schwab US Aggregate Bond ETF stock for Q1 2022, down 4.6% quarter-over-quarter.
- 80 funds opened new Schwab US Aggregate Bond ETF positions in Q1 2022 and 61 closed out, a net change of +19 holders.
- The largest Schwab US Aggregate Bond ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $712M added.
- The largest Schwab US Aggregate Bond ETF seller in Q1 2022 was Rational Advisors, an estimated $155M sold.
Based on aggregated 13F filings for Q1 2022.