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Schwab US Aggregate Bond ETF
SCHZ

153 hedge funds and large institutions have $540M invested in Schwab US Aggregate Bond ETF in 2015 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 71 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 8

103% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 35

20% more funds holding in top 10

Funds holding in top 10: 15 → 18 (+3)

17% more funds holding

Funds holding: 131 → 153 (+22)

16% more capital invested

Capital invested by funds: $467M → $540M (+$73.1M)

3.07% more ownership

Funds ownership: 49.23% → 52.3% (+3.1%)

Holders
153
Holders Change
+22
Holders Change %
+16.79%
% of All Funds
4.01%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.47%
New
32
Increased
71
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UCFA
United Capital Financial Advisors
Texas
+$9.11M
2
BlackRock
BlackRock
New York
+$7.56M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.86M
4
EWA
EP Wealth Advisors
California
+$4.5M
5
CWM
Confluence Wealth Management
Oregon
+$4.3M

Top Sellers

1
KF
Krilogy Financial
Missouri
-$11.9M
2
OAJ
Ogorek Anthony Joseph
New York
-$5.83M
3
RW
Rand Wealth
Maryland
-$4.64M
4
FMT
First Mercantile Trust
Tennessee
-$2.35M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
101
SVA Wealth Management
Wisconsin
$360K +$362K +13,968 New
CAM
102
Cubic Asset Management
Massachusetts
$357K – – –
YMRC
103
Yorktown Management & Research Company
Virginia
$350K +$352K +13,600 New
PA
104
Pinnacle Associates
New York
$345K +$9.33K +360 +3%
MWAC
105
Mariner Wealth Advisors (Cincinnati)
Ohio
$344K +$346K +13,360 New
VKH
106
Virtu KCG Holdings
New York
$328K +$330K +12,742 New
AG
107
Appleton Group
Wisconsin
$306K +$1.4K +54 +0.5%
PAM
108
Peak Asset Management
Colorado
$291K +$42.3K +1,634 +17%
CA
109
Cambridge Advisors
Nebraska
$287K +$20.4K +786 +8%
BFPW
110
BOK Financial Private Wealth
Colorado
$276K -$3.63K -140 -1%
GC
111
Garde Capital
Washington
$262K -$52.6K -2,028 -17%
SFG
112
StrategIQ Financial Group
Indiana
$262K +$263K +10,156 New
ACM
113
Avalon Capital Management
California
$260K -$466 -18 -0.2%
BSW
114
Buckingham Strategic Wealth
Missouri
$251K -$10.4K -400 -4%
OC
115
Oarsman Capital
Wisconsin
$247K +$248K +9,578 New
AIM
116
Aspen Investment Management
Michigan
$241K – – –
GI
117
Gradient Investments
Minnesota
$235K +$236K +9,116 +151,933%
UB
118
UMB Bank
Missouri
$233K +$235K +9,054 New
IA
119
IFP Advisors
Florida
$207K +$209K +8,050 New
GWM
120
Gupta Wealth Management
California
$171K -$46.6K -1,800 -21%
ACM
121
Armbruster Capital Management
New York
$160K +$161K +6,208 New
Royal Bank of Canada
122
Royal Bank of Canada
Ontario, Canada
$147K +$93.5K +3,610 +169%
PFG
123
Piershale Financial Group
Illinois
$145K +$146K +5,644 New
MA
124
MUFG Americas
New York
$134K +$135K +5,200 New
AFP
125
Ausdal Financial Partners
Iowa
$134K +$135K +5,222 New
3 4
5
6 7

SCHZ Hedge Fund Activity: Q4 2015 in Review

153 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q4 2015, worth a combined $540M — up 16% from $467M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SCHZ positions and 8 closed out — a net gain of 24 holders — while 71 added to existing stakes and 35 trimmed.

The largest buyer was United Capital Financial Advisors, adding an estimated $9.11M. The largest seller was Krilogy Financial, exiting entirely with an estimated $11.9M sold.

  • 153 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q4 2015, up from 131 in Q3 2015.
  • Funds reported $540M of Schwab US Aggregate Bond ETF stock for Q4 2015, up 16% quarter-over-quarter.
  • 32 funds opened new Schwab US Aggregate Bond ETF positions in Q4 2015 and 8 closed out, a net change of +24 holders.
  • The largest Schwab US Aggregate Bond ETF buyer in Q4 2015 was United Capital Financial Advisors, an estimated $9.11M added.
  • The largest Schwab US Aggregate Bond ETF seller in Q4 2015 was Krilogy Financial, an estimated $11.9M sold.

Based on aggregated 13F filings for Q4 2015.