We are live on ! Find out more
SCHZ icon

Schwab US Aggregate Bond ETF
SCHZ

246 hedge funds and large institutions have $1.16B invested in Schwab US Aggregate Bond ETF in 2017 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 124 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 16

97% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 63

10% more capital invested

Capital invested by funds: $1.06B → $1.16B (+$105M)

7% more funds holding

Funds holding: 229 → 246 (+17)

0% more funds holding in top 10

Funds holding in top 10: 29 → 29 (0)

0.12% less ownership

Funds ownership: 60.68% → 60.56% (-0.12%)

Holders
246
Holders Change
+17
Holders Change %
+7.42%
% of All Funds
6.13%
Holding in Top 10
29
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.72%
New
36
Increased
124
Reduced
63
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
APP
Avantax Planning Partners
Iowa
+$20.5M
2
Charles Schwab
Charles Schwab
California
+$17.2M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$12.4M
4
Bank of America
Bank of America
North Carolina
+$10.2M
5
AA
Apriem Advisors
California
+$9.18M

Top Sellers

Rank Fund Capital Flow
1
AFS
Access Financial Services
Minnesota
-$10.8M
2
RW
Rand Wealth
Maryland
-$6.5M
3
JWA
JFS Wealth Advisors
Pennsylvania
-$4.35M
4
BC
Brinker Capital
Pennsylvania
-$1.98M
5
SFA
Sequoia Financial Advisors
Ohio
-$1.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
76
Cabot Wealth Management
Massachusetts
$2.61M -$559K -21,420 -18%
REMPR
77
Roof Eidam Maycock Peralta (REMP)
California
$2.58M -$125K -4,800 -5%
OA
78
Opes Advisors
California
$2.58M +$209K +8,020 +9%
BCI
79
Brinker Capital Investments
Pennsylvania
$2.5M +$187K +7,172 +8%
NPC
80
National Planning Corporation
California
$2.5M +$2.51M +96,132 New
Wells Fargo
81
Wells Fargo
California
$2.5M +$53.1K +2,034 +2%
PMG
82
ProVise Management Group
Florida
$2.45M -$43.9K -1,684 -2%
SWM
83
SVA Wealth Management
Wisconsin
$2.43M +$1.4M +53,764 +137%
UBS Group
84
UBS Group
Switzerland
$2.38M +$245K +9,398 +12%
RC
85
Roundview Capital
New Jersey
$2.31M +$36.6K +1,404 +2%
FC
86
FCA Corp
Texas
$2.24M +$153K +5,868 +7%
OMC
87
Old Mission Capital
Illinois
$2.2M +$2.19M +84,062 New
AWM
88
Arbor Wealth Management
Florida
$2.18M -$127K -4,866 -6%
GAM
89
Gemmer Asset Management
California
$2.02M +$924K +35,410 +84%
RMC
90
Regis Management Company
California
$1.77M – – –
VAS
91
Valicenti Advisory Services
New York
$1.77M +$161K +6,180 +10%
Allianz Asset Management
92
Allianz Asset Management
Germany
$1.66M – – –
FC
93
Financial Consulate
Maryland
$1.66M +$46.8K +1,794 +3%
LPL Financial
94
LPL Financial
California
$1.62M -$172K -6,580 -10%
BCM
95
Boltwood Capital Management
California
$1.51M +$60.3K +2,310 +4%
PS
96
Portfolio Solutions
Michigan
$1.5M +$1.46M +56,024 +3,537%
MAM
97
Marquette Asset Management
Minnesota
$1.5M +$48.5K +1,858 +3%
CF
98
Corrigan Financial
Rhode Island
$1.44M +$280K +10,734 +24%
FC
99
Forte Capital
New York
$1.44M +$136K +5,200 +10%
AI
100
Atria Investments
North Carolina
$1.42M +$167K +6,414 +13%
2 3
4
5 6

SCHZ Hedge Fund Activity: Q2 2017 in Review

246 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q2 2017, worth a combined $1.16B — up 9.9% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new SCHZ positions and 16 closed out — a net gain of 20 holders — while 124 added to existing stakes and 63 trimmed.

The largest buyer was Avantax Planning Partners, adding an estimated $20.5M. The largest seller was Access Financial Services, cutting an estimated $10.8M.

  • 246 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q2 2017, up from 229 in Q1 2017.
  • Funds reported $1.16B of Schwab US Aggregate Bond ETF stock for Q2 2017, up 9.9% quarter-over-quarter.
  • 36 funds opened new Schwab US Aggregate Bond ETF positions in Q2 2017 and 16 closed out, a net change of +20 holders.
  • The largest Schwab US Aggregate Bond ETF buyer in Q2 2017 was Avantax Planning Partners, an estimated $20.5M added.
  • The largest Schwab US Aggregate Bond ETF seller in Q2 2017 was Access Financial Services, an estimated $10.8M sold.

Based on aggregated 13F filings for Q2 2017.