Schwab US Aggregate Bond ETF
SCHZ
330 hedge funds and large institutions have $2.01B invested in Schwab US Aggregate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 146 increasing their positions, 112 reducing their positions, and 21 closing their positions.
86% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 21
30% more repeat investments, than reductions
Existing positions increased: 146 | Existing positions reduced: 112
5% more funds holding
Funds holding: 315 → 330 (+15)
1.47% more ownership
Funds ownership: 76.75% → 78.22% (+1.5%)
3% more capital invested
Capital invested by funds: $1.96B → $2.01B (+$49.8M)
11% less funds holding in top 10
Funds holding in top 10: 53 → 47 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$25.3M |
| 2 |
TCM
Towercrest Capital Management
Newtown,
Pennsylvania
|
+$18.4M |
| 3 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$11.8M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$11.7M |
| 5 |
SFPM
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
+$10.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
-$22.3M |
| 2 |
LPL Financial
San Diego,
California
|
-$10M |
| 3 |
LA
LVW Advisors
Pittsford,
New York
|
-$7.51M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$6.48M |
| 5 |
BWP
BSW Wealth Partners
Boulder,
Colorado
|
-$5.67M |
SCHZ Hedge Fund Activity: Q2 2018 in Review
330 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q2 2018, worth a combined $2.01B — up 2.5% from $1.96B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new SCHZ positions and 21 closed out — a net gain of 18 holders — while 146 added to existing stakes and 112 trimmed.
The largest buyer was Charles Schwab, adding an estimated $25.3M. The largest seller was Destination Wealth Management, cutting an estimated $22.3M.
- 330 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q2 2018, up from 315 in Q1 2018.
- Funds reported $2.01B of Schwab US Aggregate Bond ETF stock for Q2 2018, up 2.5% quarter-over-quarter.
- 39 funds opened new Schwab US Aggregate Bond ETF positions in Q2 2018 and 21 closed out, a net change of +18 holders.
- The largest Schwab US Aggregate Bond ETF buyer in Q2 2018 was Charles Schwab, an estimated $25.3M added.
- The largest Schwab US Aggregate Bond ETF seller in Q2 2018 was Destination Wealth Management, an estimated $22.3M sold.
Based on aggregated 13F filings for Q2 2018.