Schwab US Aggregate Bond ETF
SCHZ
590 hedge funds and large institutions have $4.61B invested in Schwab US Aggregate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 214 increasing their positions, 222 reducing their positions, and 40 closing their positions.
1,120% more call options, than puts
Call options by funds: $61K | Put options by funds: $5K
153% more first-time investments, than exits
New positions opened: 101 | Existing positions closed: 40
14% more capital invested
Capital invested by funds: $4.03B → $4.61B (+$582M)
10.17% more ownership
Funds ownership: 116.55% → 126.71% (+10%)
10% more funds holding
Funds holding: 537 → 590 (+53)
5% more funds holding in top 10
Funds holding in top 10: 56 → 59 (+3)
4% less repeat investments, than reductions
Existing positions increased: 214 | Existing positions reduced: 222
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
+$188M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$98.7M |
| 3 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
+$73.5M |
| 4 |
JP Morgan Chase
New York
|
+$66.5M |
| 5 |
Morgan Stanley
New York
|
+$48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
-$75M |
| 2 |
Jane Street
New York
|
-$28.7M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$26.4M |
| 4 |
NYLIM
New York Life Investment Management
New York
|
-$19.4M |
| 5 |
SFA
Souders Financial Advisors
Cincinnati,
Ohio
|
-$15.8M |
SCHZ Hedge Fund Activity: Q4 2023 in Review
590 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q4 2023, worth a combined $4.61B — up 14% from $4.03B a quarter earlier.
Buyers outnumbered sellers: 101 funds opened new SCHZ positions and 40 closed out — a net gain of 61 holders — while 214 added to existing stakes and 222 trimmed.
The largest buyer was Cerity Partners, adding an estimated $188M. The largest seller was Baker Avenue Asset Management, exiting entirely with an estimated $75M sold.
- 590 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q4 2023, up from 537 in Q3 2023.
- Funds reported $4.61B of Schwab US Aggregate Bond ETF stock for Q4 2023, up 14% quarter-over-quarter.
- 101 funds opened new Schwab US Aggregate Bond ETF positions in Q4 2023 and 40 closed out, a net change of +61 holders.
- The largest Schwab US Aggregate Bond ETF buyer in Q4 2023 was Cerity Partners, an estimated $188M added.
- The largest Schwab US Aggregate Bond ETF seller in Q4 2023 was Baker Avenue Asset Management, an estimated $75M sold.
Based on aggregated 13F filings for Q4 2023.