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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
PAG
101
Pinnacle Advisory Group
Maryland
$1.12M +$1.14M +43,448 New
IAS
102
IMA Advisory Services
Colorado
$1.09M +$1.1M +42,188 New
CF
103
Corrigan Financial
Rhode Island
$1.07M +$78.3K +2,996 +8%
SWM
104
SVA Wealth Management
Wisconsin
$1.05M +$1.06M +40,682 New
Susquehanna International Group
105
Susquehanna International Group
Pennsylvania
$1.03M +$822K +31,424 +361%
MA
106
MCF Advisors
Kentucky
$1.03M +$330K +12,612 +46%
FC
107
Forte Capital
New York
$1.01M +$95.8K +3,662 +10%
BCM
108
Boltwood Capital Management
California
$996K +$101K +3,862 +11%
AACR
109
ACR Alpine Capital Research
Missouri
$946K +$571K +21,820 +146%
PS
110
Portfolio Solutions
Michigan
$942K +$956K +36,564 New
AWM
111
Avior Wealth Management
Nebraska
$939K +$390K +14,932 +69%
TCM
112
Twele Capital Management
Minnesota
$935K +$51.5K +1,970 +6%
WIC
113
Whitegate Investment Counselors
New Hampshire
$920K +$246K +9,400 +36%
BL
114
BCWM LLC
Kansas
$892K +$9.73K +372 +1%
MAS
115
Madden Advisory Services
Florida
$889K -$153K -5,858 -15%
CIAS
116
Capital Investment Advisory Services
North Carolina
$851K +$864K +33,036 New
MI
117
Moneywise Inc
Virginia
$848K +$33.4K +1,278 +4%
IA
118
IFP Advisors
Florida
$831K +$169K +6,452 +25%
EWA
119
EP Wealth Advisors
California
$825K +$518K +19,824 +162%
GI
120
Gradient Investments
Minnesota
$821K +$732 +28 +0.1%
PFA
121
Pure Financial Advisors
California
$816K +$80.6K +3,082 +11%
GC
122
Garde Capital
Washington
$812K +$505K +19,326 +158%
LA
123
LVW Advisors
New York
$775K -$54.3K -2,076 -6%
PFM
124
Phillips Financial Management
Indiana
$767K +$141K +5,374 +22%
HCM
125
Hengehold Capital Management
Ohio
$730K -$607K -23,206 -45%
3 4
5
6 7

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.