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Schwab US Aggregate Bond ETF
SCHZ

404 hedge funds and large institutions have $3.05B invested in Schwab US Aggregate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 210 increasing their positions, 122 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 122

14% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 28

14% more capital invested

Capital invested by funds: $2.68B → $3.05B (+$376M)

4.11% more ownership

Funds ownership: 83.62% → 87.73% (+4.1%)

2% more funds holding in top 10

Funds holding in top 10: 47 → 48 (+1)

1% more funds holding

Funds holding: 401 → 404 (+3)

Holders
404
Holders Change
+3
Holders Change %
+0.75%
% of All Funds
8.86%
Holding in Top 10
48
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.13%
% of All Funds
1.05%
New
32
Increased
210
Reduced
122
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$126M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$55.1M
3
Charles Schwab
Charles Schwab
California
+$28.3M
4
OAJ
Ogorek Anthony Joseph
New York
+$23M
5
Ameriprise
Ameriprise
Minnesota
+$20.9M

Top Sellers

Rank Fund Capital Flow
1
OIA
OneDigital Investment Advisors
Kansas
-$28.6M
2
SFPM
Sensible Financial Planning & Management
Massachusetts
-$12.8M
3
BWP
BSW Wealth Partners
Colorado
-$8.65M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$5.35M
5
AWA
Alaska Wealth Advisors
Alaska
-$3.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
101
UBS Group
Switzerland
$4.01M -$192K -7,192 -5%
SWM
102
SigFig Wealth Management
California
$3.98M +$290K +10,856 +8%
PEA
103
Pacific Edge Advisors
California
$3.78M +$94.7K +3,540 +3%
VDFA
104
Vickerman & Driscoll Financial Advisors
Washington
$3.76M +$602K +22,506 +19%
LF
105
Lee Financial
Texas
$3.69M -$252K -9,420 -6%
C
106
Clearshares
New York
$3.66M -$18.9K -708 -0.5%
JWM
107
Janiczek Wealth Management
Colorado
$3.63M +$298K +11,144 +9%
RWM
108
RKL Wealth Management
Pennsylvania
$3.6M -$1.03M -38,448 -22%
HWMG
109
Hurlow Wealth Management Group
Indiana
$3.52M +$353K +13,188 +11%
NIC
110
Northwest Investment Counselors
Oregon
$3.46M +$636K +23,786 +23%
PFM
111
Peak Financial Management
Massachusetts
$3.41M -$15.2K -570 -0.4%
BSAM
112
Blue Square Asset Management
New York
$3.38M +$3.36M +125,516 New
CFMC
113
Curbstone Financial Management Corp
New Hampshire
$3.37M +$281K +10,500 +9%
MA
114
Mutual Advisors
Nebraska
$3.33M +$86.3K +3,228 +3%
NI
115
NYL Investors
New York
$3.27M +$10.7K +400 +0.3%
FI
116
FormulaFolio Investments
Michigan
$3.14M -$355K -13,288 -10%
OIWM
117
OptiFour Integrated Wealth Management
Virginia
$3M -$36.1K -1,350 -1%
FFN
118
Focus Financial Network
Minnesota
$2.93M +$257K +9,600 +10%
SFS
119
Strategic Financial Services
New York
$2.92M +$29.3K +1,094 +1%
TC
120
TAP Consulting
Missouri
$2.92M +$2.9M +108,512 New
PAG
121
Private Advisor Group
New Jersey
$2.9M +$257K +9,622 +10%
SFG
122
SNS Financial Group
Minnesota
$2.83M +$22.9K +856 +0.8%
SWP
123
Stratos Wealth Partners
Ohio
$2.82M +$191K +7,144 +7%
SP
124
SWS Partners
Ohio
$2.71M -$482K -18,030 -15%
CWP
125
Capital Wealth Planning
Florida
$2.7M +$223K +8,350 +9%
3 4
5
6 7

SCHZ Hedge Fund Activity: Q3 2019 in Review

404 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q3 2019, worth a combined $3.05B — up 14% from $2.68B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SCHZ positions and 28 closed out — a net gain of 4 holders — while 210 added to existing stakes and 122 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $126M. The largest seller was OneDigital Investment Advisors, cutting an estimated $28.6M.

  • 404 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q3 2019, up from 401 in Q2 2019.
  • Funds reported $3.05B of Schwab US Aggregate Bond ETF stock for Q3 2019, up 14% quarter-over-quarter.
  • 32 funds opened new Schwab US Aggregate Bond ETF positions in Q3 2019 and 28 closed out, a net change of +4 holders.
  • The largest Schwab US Aggregate Bond ETF buyer in Q3 2019 was Envestnet Asset Management, an estimated $126M added.
  • The largest Schwab US Aggregate Bond ETF seller in Q3 2019 was OneDigital Investment Advisors, an estimated $28.6M sold.

Based on aggregated 13F filings for Q3 2019.