Schwab US Aggregate Bond ETF
SCHZ
503 hedge funds and large institutions have $3.44B invested in Schwab US Aggregate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 176 increasing their positions, 240 reducing their positions, and 54 closing their positions.
5.01% less ownership
Funds ownership: 105.96% → 100.94% (-5%)
6% less funds holding
Funds holding: 533 → 503 (-30)
10% less funds holding in top 10
Funds holding in top 10: 60 → 54 (-6)
13% less capital invested
Capital invested by funds: $3.96B → $3.44B (-$518M)
27% less repeat investments, than reductions
Existing positions increased: 176 | Existing positions reduced: 240
46% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 54
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CST
Charles Schwab Trust
Henderson,
Nevada
|
+$15.2M |
| 2 |
FANJ
Financial Architects (New Jersey)
Marlton,
New Jersey
|
+$12.6M |
| 3 |
VNA
Valley National Advisers
Bethlehem,
Pennsylvania
|
+$8.52M |
| 4 |
BTI
Blue Trust Inc
Alpharetta,
Georgia
|
+$8.43M |
| 5 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$6.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$101M |
| 2 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
-$35.5M |
| 3 |
Jane Street
New York
|
-$30.5M |
| 4 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$24.6M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$20.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIP
551
Ahrens Investment Partners
Lafayette,
Louisiana
| – | -$3K | -118 | Closed |
|
|
AP
552
Arlington Partners
Birmingham,
Alabama
| – | -$2K | -88 | Closed |
|
|
COCM
553
Charter Oak Capital Management
Portsmouth,
New Hampshire
| – | -$1K | -50 | Closed |
|
|
MA
554
MUFG Americas
New York
| – | -$1K | -28 | Closed |
|
555
First Manhattan
New York
| – | +$238 | +10 | New |
|
SCHZ Hedge Fund Activity: Q3 2022 in Review
503 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q3 2022, worth a combined $3.44B — down 13% from $3.96B a quarter earlier.
Sellers outnumbered buyers: 54 funds closed out of SCHZ and 29 opened new positions — a net loss of 25 holders — while 240 trimmed existing stakes and 176 added.
The largest buyer was Charles Schwab Trust, adding an estimated $15.2M. The largest seller was Ameriprise, cutting an estimated $101M.
- 503 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q3 2022, down from 533 in Q2 2022.
- Funds reported $3.44B of Schwab US Aggregate Bond ETF stock for Q3 2022, down 13% quarter-over-quarter.
- 29 funds opened new Schwab US Aggregate Bond ETF positions in Q3 2022 and 54 closed out, a net change of -25 holders.
- The largest Schwab US Aggregate Bond ETF buyer in Q3 2022 was Charles Schwab Trust, an estimated $15.2M added.
- The largest Schwab US Aggregate Bond ETF seller in Q3 2022 was Ameriprise, an estimated $101M sold.
Based on aggregated 13F filings for Q3 2022.