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Schwab US Aggregate Bond ETF
SCHZ

321 hedge funds and large institutions have $1.7B invested in Schwab US Aggregate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 156 increasing their positions, 62 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

756% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 9

152% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 62

30% more funds holding in top 10

Funds holding in top 10: 33 → 43 (+10)

27% more funds holding

Funds holding: 253 → 321 (+68)

24% more capital invested

Capital invested by funds: $1.36B → $1.7B (+$333M)

4.82% more ownership

Funds ownership: 64.06% → 68.88% (+4.8%)

Holders
321
Holders Change
+68
Holders Change %
+26.88%
% of All Funds
7.28%
Holding in Top 10
43
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+30.3%
% of All Funds
0.98%
New
77
Increased
156
Reduced
62
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$33.8M
2
DWM
Destination Wealth Management
California
+$24.8M
3
Jane Street
Jane Street
New York
+$23.6M
4
Mariner
Mariner
Kansas
+$14.6M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$12.6M

Top Sellers

Rank Fund Capital Flow
1
AA
Apriem Advisors
California
-$19M
2
AWMG
Alliance Wealth Management Group
New Jersey
-$16.8M
3
Ameriprise
Ameriprise
Minnesota
-$6M
4
AL
Aspiriant LLC
California
-$5.01M
5
Morgan Stanley
Morgan Stanley
New York
-$3.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
PMG
101
ProVise Management Group
Florida
$2.81M +$318K +12,178 +13%
SFS
102
Strategic Financial Services
New York
$2.78M -$1.07M -40,866 -28%
UBS Group
103
UBS Group
Switzerland
$2.77M -$355K -13,610 -11%
FG
104
Fiduciary Group
Georgia
$2.73M -$42.8K -1,642 -2%
OA
105
Opes Advisors
California
$2.73M +$57.8K +2,214 +2%
Wells Fargo
106
Wells Fargo
California
$2.67M -$145K -5,546 -5%
Susquehanna International Group
107
Susquehanna International Group
Pennsylvania
$2.66M -$1.68M -64,568 -39%
VIA
108
Vantage Investment Advisors
Pennsylvania
$2.61M +$1.92M +73,456 +274%
AIM
109
AMI Investment Management
Indiana
$2.61M -$9.71K -372 -0.4%
FC
110
FCA Corp
Texas
$2.61M +$90.6K +3,474 +4%
AA
111
Advisory Alpha
Michigan
$2.58M +$1.44M +55,100 +122%
RC
112
Roundview Capital
New Jersey
$2.54M +$130K +4,982 +5%
BAM
113
Belpointe Asset Management
Nevada
$2.51M +$905K +34,692 +56%
MA
114
Mutual Advisors
Nebraska
$2.5M +$2.51M +96,156 New
ACM
115
AlphaStar Capital Management
North Carolina
$2.38M -$36.4K -1,396 -2%
HB
116
Homrich & Berg
Georgia
$2.36M +$1.37M +52,672 +138%
AF
117
Advisornet Financial
Minnesota
$2.34M +$2.35M +89,928 New
Allianz Asset Management
118
Allianz Asset Management
Germany
$2.32M +$483K +18,518 +26%
HGWM
119
Harvest Group Wealth Management
Massachusetts
$2.32M +$2.32M +89,076 New
HFP
120
Holistic Financial Partners
Indiana
$2.31M +$2.32M +88,954 New
DBRC
121
D.B. Root & Company
Pennsylvania
$2.28M +$2.29M +87,764 New
KWM
122
Kingsview Wealth Management
Oregon
$2.28M +$833K +31,936 +57%
AI
123
Atria Investments
North Carolina
$2.18M +$690K +26,464 +46%
VAS
124
Valicenti Advisory Services
New York
$2.14M +$118K +4,522 +6%
AWM
125
Arbor Wealth Management
Florida
$2.06M -$38.1K -1,460 -2%
3 4
5
6 7

SCHZ Hedge Fund Activity: Q4 2017 in Review

321 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q4 2017, worth a combined $1.7B — up 24% from $1.36B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new SCHZ positions and 9 closed out — a net gain of 68 holders — while 156 added to existing stakes and 62 trimmed.

The largest buyer was Charles Schwab, adding an estimated $33.8M. The largest seller was Apriem Advisors, cutting an estimated $19M.

  • 321 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q4 2017, up from 253 in Q3 2017.
  • Funds reported $1.7B of Schwab US Aggregate Bond ETF stock for Q4 2017, up 24% quarter-over-quarter.
  • 77 funds opened new Schwab US Aggregate Bond ETF positions in Q4 2017 and 9 closed out, a net change of +68 holders.
  • The largest Schwab US Aggregate Bond ETF buyer in Q4 2017 was Charles Schwab, an estimated $33.8M added.
  • The largest Schwab US Aggregate Bond ETF seller in Q4 2017 was Apriem Advisors, an estimated $19M sold.

Based on aggregated 13F filings for Q4 2017.