Schwab US Aggregate Bond ETF
SCHZ
116 hedge funds and large institutions have $361M invested in Schwab US Aggregate Bond ETF in 2015 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 30 reducing their positions, and 9 closing their positions.
122% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 9
73% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 30
33% more capital invested
Capital invested by funds: $271M → $361M (+$90M)
10% more funds holding
Funds holding: 105 → 116 (+11)
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
28.4% less ownership
Funds ownership: 77.14% → 48.73% (-28%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$18.2M |
| 2 |
SFPM
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
+$13.2M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$7.5M |
| 4 |
TAT
TD Ameritrade Trust
Denver,
Colorado
|
+$7.2M |
| 5 |
OAJ
Ogorek Anthony Joseph
Williamsville,
New York
|
+$6.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
Tuttle Capital Management
Riverside,
Connecticut
|
-$3.17M |
| 2 |
HB
Homrich & Berg
Atlanta,
Georgia
|
-$3.11M |
| 3 |
FC
Financial Consulate
Hunt Valley,
Maryland
|
-$1.82M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.54M |
| 5 |
SGS
Sterling Global Strategies
Carlsbad,
California
|
-$633K |
SCHZ Hedge Fund Activity: Q1 2015 in Review
116 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q1 2015, worth a combined $361M — up 33% from $271M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new SCHZ positions and 9 closed out — a net gain of 11 holders — while 52 added to existing stakes and 30 trimmed.
The largest buyer was Bank of America, adding an estimated $18.2M. The largest seller was Tuttle Capital Management, exiting entirely with an estimated $3.17M sold.
- 116 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q1 2015, up from 105 in Q4 2014.
- Funds reported $361M of Schwab US Aggregate Bond ETF stock for Q1 2015, up 33% quarter-over-quarter.
- 20 funds opened new Schwab US Aggregate Bond ETF positions in Q1 2015 and 9 closed out, a net change of +11 holders.
- The largest Schwab US Aggregate Bond ETF buyer in Q1 2015 was Bank of America, an estimated $18.2M added.
- The largest Schwab US Aggregate Bond ETF seller in Q1 2015 was Tuttle Capital Management, an estimated $3.17M sold.
Based on aggregated 13F filings for Q1 2015.