We are live on ! Find out more
SCHZ icon

Schwab US Aggregate Bond ETF
SCHZ

213 hedge funds and large institutions have $1.03B invested in Schwab US Aggregate Bond ETF in 2016 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 106 increasing their positions, 44 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 12

141% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 44

33% more capital invested

Capital invested by funds: $773M → $1.03B (+$256M)

17% more funds holding

Funds holding: 182 → 213 (+31)

13.96% more ownership

Funds ownership: 48.65% → 62.61% (+14%)

12% more funds holding in top 10

Funds holding in top 10: 25 → 28 (+3)

Holders
213
Holders Change
+31
Holders Change %
+17.03%
% of All Funds
5.33%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.7%
New
46
Increased
106
Reduced
44
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DWM
Destination Wealth Management
California
+$25.5M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$15.8M
3
AA
Ancora Advisors
Ohio
+$13.8M
4
BWP
BSW Wealth Partners
Colorado
+$13.2M
5
Financial Engines Advisors
Financial Engines Advisors
California
+$12.5M

Top Sellers

Rank Fund Capital Flow
1
REMPR
Roof Eidam Maycock Peralta (REMP)
California
-$16.2M
2
Morgan Stanley
Morgan Stanley
New York
-$13.9M
3
FMT
First Mercantile Trust
Tennessee
-$8.57M
4
HighTower Advisors
HighTower Advisors
Illinois
-$5.45M
5
AWMG
Alliance Wealth Management Group
New Jersey
-$3.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
SS
76
Simplicity Solutions
Minnesota
$2.64M +$582K +22,244 +28%
IWMPD
77
Integrated Wealth Management (Palm Desert)
California
$2.49M +$450K +17,210 +22%
PMG
78
ProVise Management Group
Florida
$2.38M +$13.2K +504 +0.5%
FG
79
Fiduciary Group
Georgia
$2.25M +$349K +13,364 +18%
Wells Fargo
80
Wells Fargo
California
$2.24M +$120K +4,600 +6%
BCI
81
Brinker Capital Investments
Pennsylvania
$2.18M +$431K +16,468 +24%
RC
82
Roundview Capital
New Jersey
$2.05M +$106K +4,060 +5%
UBS Group
83
UBS Group
Switzerland
$1.98M +$745K +28,486 +59%
FC
84
FCA Corp
Texas
$1.95M +$902K +34,510 +84%
WI
85
WrapManager Inc
California
$1.87M +$1.9M +72,762 New
Cetera Investment Advisers
86
Cetera Investment Advisers
Illinois
$1.85M +$259K +9,914 +16%
DLCIG
87
D.L. Carlson Investment Group
New Hampshire
$1.76M +$684K +26,144 +62%
FC
88
Financial Consulate
Maryland
$1.59M +$253K +9,678 +19%
REMPR
89
Roof Eidam Maycock Peralta (REMP)
California
$1.54M -$16.2M -619,858 -91%
Allianz Asset Management
90
Allianz Asset Management
Germany
$1.52M +$851K +32,544 +123%
LFA
91
Landmark Financial Advisors
Kentucky
$1.5M -$243K -9,278 -14%
PWM
92
Perigon Wealth Management
California
$1.48M +$1.5M +57,514 New
VV
93
Valentine Ventures
Oregon
$1.4M +$74.6K +2,852 +6%
MAM
94
Marquette Asset Management
Minnesota
$1.38M +$53.3K +2,038 +4%
LPL Financial
95
LPL Financial
California
$1.31M +$461K +17,632 +53%
SWM
96
SigFig Wealth Management
California
$1.27M +$1.29M +49,138 New
VAS
97
Valicenti Advisory Services
New York
$1.23M +$102K +3,914 +9%
CFMC
98
Curbstone Financial Management Corp
New Hampshire
$1.22M -$1.29M -49,400 -51%
CIC
99
Carnegie Investment Counsel
Ohio
$1.22M +$396K +15,130 +48%
BRWA
100
B. Riley Wealth Advisors
Florida
$1.13M +$250K +9,554 +28%
2 3
4
5 6

SCHZ Hedge Fund Activity: Q4 2016 in Review

213 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q4 2016, worth a combined $1.03B — up 33% from $773M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new SCHZ positions and 12 closed out — a net gain of 34 holders — while 106 added to existing stakes and 44 trimmed.

The largest buyer was Destination Wealth Management, adding an estimated $25.5M. The largest seller was Roof Eidam Maycock Peralta (REMP), cutting an estimated $16.2M.

  • 213 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q4 2016, up from 182 in Q3 2016.
  • Funds reported $1.03B of Schwab US Aggregate Bond ETF stock for Q4 2016, up 33% quarter-over-quarter.
  • 46 funds opened new Schwab US Aggregate Bond ETF positions in Q4 2016 and 12 closed out, a net change of +34 holders.
  • The largest Schwab US Aggregate Bond ETF buyer in Q4 2016 was Destination Wealth Management, an estimated $25.5M added.
  • The largest Schwab US Aggregate Bond ETF seller in Q4 2016 was Roof Eidam Maycock Peralta (REMP), an estimated $16.2M sold.

Based on aggregated 13F filings for Q4 2016.