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Schwab US Aggregate Bond ETF

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: 229246 (+17)

0% more funds holding in top 10

Funds holding in top 10: 2929 (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
Name Holding Trade Value Shares
Change
Change in
Stake
PFG
101
Piershale Financial Group
Illinois
$1.4M
CIC
102
Carnegie Investment Counsel
Ohio
$1.37M -$140K -5,380 -9%
SS
103
Simplicity Solutions
Minnesota
$1.36M -$16.7K -642 -1%
VKH
104
Virtu KCG Holdings
New York
$1.35M +$1.1M +42,068 +431%
CFMC
105
Curbstone Financial Management Corp
New Hampshire
$1.35M +$10.4K +400 +0.8%
LFA
106
Landmark Financial Advisors
Kentucky
$1.32M -$122K -4,674 -8%
JWM
107
Janiczek Wealth Management
Colorado
$1.28M +$1.28M +49,156 New
BL
108
BFSG LLC
California
$1.27M +$41K +1,572 +3%
CIAS
109
Capital Investment Advisory Services
North Carolina
$1.23M +$363K +13,924 +42%
SWM
110
SigFig Wealth Management
California
$1.23M -$75.3K -2,888 -6%
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$1.21M +$2.61K +100 +0.2%
Cetera Investment Advisers
112
Cetera Investment Advisers
Illinois
$1.2M -$181K -6,946 -13%
OIA
113
OneDigital Investment Advisors
Kansas
$1.18M +$1.18M +45,056 New
PWM
114
Perigon Wealth Management
California
$1.17M -$314K -12,024 -21%
TCM
115
Twele Capital Management
Minnesota
$1.11M +$67.7K +2,596 +7%
AA
116
Advisory Alpha
Michigan
$1.1M +$156K +5,974 +16%
FI
117
FormulaFolio Investments
Michigan
$1.09M +$796K +30,534 +273%
KWM
118
Kingsview Wealth Management
Oregon
$1.08M -$345K -13,228 -24%
GC
119
Garde Capital
Washington
$1.05M +$68.9K +2,640 +7%
SDWMA
120
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.05M +$260K +9,986 +33%
PFA
121
Pure Financial Advisors
California
$1.01M +$128K +4,908 +15%
PFM
122
Phillips Financial Management
Indiana
$984K +$136K +5,208 +16%
GI
123
Gradient Investments
Minnesota
$967K +$187K +7,178 +24%
HB
124
Homrich & Berg
Georgia
$919K -$223K -8,568 -20%
BL
125
BCWM LLC
Kansas
$912K +$18.8K +722 +2%

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.