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Schwab US Aggregate Bond ETF
SCHZ

229 hedge funds and large institutions have $1.06B invested in Schwab US Aggregate Bond ETF in 2017 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 109 increasing their positions, 61 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 17

79% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 61

8% more funds holding

Funds holding: 213 → 229 (+16)

4% more funds holding in top 10

Funds holding in top 10: 28 → 29 (+1)

3% more capital invested

Capital invested by funds: $1.03B → $1.06B (+$30.5M)

1.93% less ownership

Funds ownership: 62.61% → 60.68% (-1.9%)

Holders
229
Holders Change
+16
Holders Change %
+7.51%
% of All Funds
5.7%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.72%
New
36
Increased
109
Reduced
61
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
APP
Avantax Planning Partners
Iowa
+$32.8M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$14.4M
3
Charles Schwab
Charles Schwab
California
+$14.2M
4
FMT
First Mercantile Trust
Tennessee
+$9.27M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$6.68M

Top Sellers

Rank Fund Capital Flow
1
DWM
Destination Wealth Management
California
-$23.8M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$14.4M
3
AWMG
Alliance Wealth Management Group
New Jersey
-$11.5M
4
GC
Gratus Capital
Georgia
-$10.8M
5
OAJ
Ogorek Anthony Joseph
New York
-$9.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
AL
51
Aspiriant LLC
California
$4.92M +$4.91M +190,142 New
BSB
52
Bangor Savings Bank
Maine
$4.82M +$643K +24,902 +15%
WP
53
WealthSource Partners
California
$4.79M +$45.2K +1,752 +1%
LIM
54
Leavell Investment Management
Alabama
$4.6M +$660K +25,568 +17%
HS
55
Horan Securities
United States
$4.56M +$4.52M +175,082 New
BWM
56
BerganKDV Wealth Management
Minnesota
$4.55M -$147K -5,706 -3%
EWM
57
Empirical Wealth Management
Washington
$4.37M +$115K +4,470 +3%
JWA
58
JFS Wealth Advisors
Pennsylvania
$4.33M – – –
Mariner
59
Mariner
Kansas
$4.25M +$458K +17,724 +12%
SFS
60
Strategic Financial Services
New York
$4.02M +$559K +21,652 +16%
CC
61
Callan Capital
California
$3.96M +$451K +17,484 +13%
WAM
62
Watermark Asset Management
California
$3.89M +$3.88M +150,258 New
PTCG
63
Pring Turner Capital Group
California
$3.58M +$11.9K +460 +0.3%
KLI
64
Kelman-Lazarov Inc
Tennessee
$3.54M +$475K +18,404 +16%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$3.31M +$269K +10,408 +9%
CWM
66
Cabot Wealth Management
Massachusetts
$3.14M -$250K -9,684 -7%
LF
67
Lee Financial
Texas
$3.06M +$2.73M +105,890 +868%
AIM
68
AMI Investment Management
Indiana
$3.04M -$97.4K -3,774 -3%
WA
69
Waverly Advisors
Alabama
$2.92M +$176K +6,812 +6%
SFS
70
Summit Financial Strategies
Ohio
$2.85M +$132K +5,126 +5%
IWMPD
71
Integrated Wealth Management (Palm Desert)
California
$2.72M +$221K +8,568 +9%
REMPR
72
Roof Eidam Maycock Peralta (REMP)
California
$2.69M +$1.14M +43,980 +74%
DIS
73
Diversified Investment Strategies
Louisiana
$2.58M -$884K -34,250 -26%
FG
74
Fiduciary Group
Georgia
$2.52M +$258K +9,992 +11%
PMG
75
ProVise Management Group
Florida
$2.47M +$78.8K +3,054 +3%
1 2
3
4 5

SCHZ Hedge Fund Activity: Q1 2017 in Review

229 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q1 2017, worth a combined $1.06B — up 3% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new SCHZ positions and 17 closed out — a net gain of 19 holders — while 109 added to existing stakes and 61 trimmed.

The largest buyer was Avantax Planning Partners, adding an estimated $32.8M. The largest seller was Destination Wealth Management, cutting an estimated $23.8M.

  • 229 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q1 2017, up from 213 in Q4 2016.
  • Funds reported $1.06B of Schwab US Aggregate Bond ETF stock for Q1 2017, up 3% quarter-over-quarter.
  • 36 funds opened new Schwab US Aggregate Bond ETF positions in Q1 2017 and 17 closed out, a net change of +19 holders.
  • The largest Schwab US Aggregate Bond ETF buyer in Q1 2017 was Avantax Planning Partners, an estimated $32.8M added.
  • The largest Schwab US Aggregate Bond ETF seller in Q1 2017 was Destination Wealth Management, an estimated $23.8M sold.

Based on aggregated 13F filings for Q1 2017.