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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
Wells Fargo
76
Wells Fargo
California
$2.43M +$174K +6,744 +8%
OA
77
Opes Advisors
California
$2.35M -$2.16M -83,514 -48%
BCI
78
Brinker Capital Investments
Pennsylvania
$2.3M +$104K +4,030 +5%
AWM
79
Arbor Wealth Management
Florida
$2.28M -$503K -19,498 -18%
RC
80
Roundview Capital
New Jersey
$2.25M +$193K +7,466 +9%
MA
81
MCF Advisors
Kentucky
$2.25M +$1.21M +46,836 +117%
IA
82
IFP Advisors
Florida
$2.13M +$1.29M +49,960 +155%
UBS Group
83
UBS Group
Switzerland
$2.11M +$118K +4,586 +6%
FC
84
FCA Corp
Texas
$2.07M +$115K +4,462 +6%
LTFS
85
Ladenburg Thalmann Financial Services
Florida
$1.88M -$1.56M -60,538 -46%
LPL Financial
86
LPL Financial
California
$1.77M +$461K +17,852 +35%
RMC
87
Regis Management Company
California
$1.76M -$3.76M -145,648 -68%
Allianz Asset Management
88
Allianz Asset Management
Germany
$1.65M +$119K +4,620 +8%
FC
89
Financial Consulate
Maryland
$1.59M -$6.82K -264 -0.4%
VAS
90
Valicenti Advisory Services
New York
$1.59M +$356K +13,780 +29%
CIC
91
Carnegie Investment Counsel
Ohio
$1.5M +$281K +10,880 +23%
PWM
92
Perigon Wealth Management
California
$1.47M -$18.4K -714 -1%
BCM
93
Boltwood Capital Management
California
$1.44M +$438K +16,956 +44%
MAM
94
Marquette Asset Management
Minnesota
$1.44M +$43.1K +1,670 +3%
LFA
95
Landmark Financial Advisors
Kentucky
$1.43M -$70.5K -2,730 -5%
KWM
96
Kingsview Wealth Management
Oregon
$1.41M +$1.41M +54,500 New
PFG
97
Piershale Financial Group
Illinois
$1.4M +$1.4M +54,186 New
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$1.37M +$329K +12,754 +32%
SS
99
Simplicity Solutions
Minnesota
$1.37M -$1.28M -49,756 -49%
Cetera Investment Advisers
100
Cetera Investment Advisers
Illinois
$1.37M -$491K -19,020 -26%
2 3
4
5 6

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.