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Schwab US Aggregate Bond ETF
SCHZ

468 hedge funds and large institutions have $3.34B invested in Schwab US Aggregate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 156 increasing their positions, 210 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 40

21% more funds holding in top 10

Funds holding in top 10: 52 → 63 (+11)

2% more funds holding

Funds holding: 457 → 468 (+11)

1% more capital invested

Capital invested by funds: $3.31B → $3.34B (+$29.1M)

0.85% more ownership

Funds ownership: 90.25% → 91.1% (+0.85%)

26% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 210

Holders
468
Holders Change
+11
Holders Change %
+2.41%
% of All Funds
10.31%
Holding in Top 10
63
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+21.15%
% of All Funds
1.39%
New
59
Increased
156
Reduced
210
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$69.8M
2
Bank of America
Bank of America
North Carolina
+$65.8M
3
Ameriprise
Ameriprise
Minnesota
+$44.8M
4
WANY
Wealthspire Advisors (New York)
New York
+$20.3M
5
BCM
Bluefin Capital Management
New York
+$19.7M

Top Sellers

Rank Fund Capital Flow
1
MFRM
Milliman Financial Risk Management
Illinois
-$184M
2
BIA
Barry Investment Advisors
Massachusetts
-$25.4M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$17.2M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$16.4M
5
APP
Avantax Planning Partners
Iowa
-$16M
Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
126
Reston Wealth Management
Virginia
$3M -$77.6K -2,872 -3%
OFG
127
OTA Financial Group
New York
$2.96M +$2.95M +109,052 New
Susquehanna International Group
128
Susquehanna International Group
Pennsylvania
$2.9M +$2.89M +106,878 New
FI
129
FormulaFolio Investments
Michigan
$2.87M -$142K -5,262 -5%
HWMG
130
Hurlow Wealth Management Group
Indiana
$2.83M -$418K -15,480 -13%
FFN
131
Focus Financial Network
Minnesota
$2.78M -$89.7K -3,322 -3%
C
132
Clearshares
New York
$2.76M -$1.86M -68,864 -40%
SFG
133
SNS Financial Group
Minnesota
$2.69M -$333K -12,328 -11%
CWP
134
Capital Wealth Planning
Florida
$2.68M -$104K -3,844 -4%
CMBA
135
C.M. Bidwell & Associates
Hawaii
$2.67M -$58.6K -2,170 -2%
KWM
136
Kingsview Wealth Management
Oregon
$2.66M +$26.5K +980 +1%
SC
137
Savant Capital
Illinois
$2.65M +$647K +23,968 +33%
CW
138
CreativeOne Wealth
Kansas
$2.63M +$84.9K +3,142 +3%
JWA
139
JFS Wealth Advisors
Pennsylvania
$2.62M -$333K -12,342 -11%
CM
140
Columbus Macro
Pennsylvania
$2.55M -$1.27M -47,178 -33%
SHWM
141
Silicon Hills Wealth Management
Texas
$2.53M +$2.51M +92,902 +31,386%
A
142
AdvicePeriod
California
$2.52M +$129K +4,794 +5%
CF
143
Corrigan Financial
Rhode Island
$2.45M +$94.3K +3,490 +4%
Cerity Partners
144
Cerity Partners
New York
$2.37M +$2.13M +78,740 +904%
GC
145
Garde Capital
Washington
$2.34M -$126K -4,658 -5%
BSAM
146
Blue Square Asset Management
New York
$2.31M -$1.04M -38,346 -31%
TNA
147
True North Advisors
Texas
$2.29M +$582K +21,552 +34%
AIM
148
AMI Investment Management
Indiana
$2.28M -$8.64K -320 -0.4%
AP
149
Adero Partners
California
$2.27M -$434K -16,064 -16%
EH
150
Equitable Holdings
New York
$2.25M -$297K -10,990 -12%
4 5
6
7 8

SCHZ Hedge Fund Activity: Q1 2020 in Review

468 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q1 2020, worth a combined $3.34B — up 0.88% from $3.31B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new SCHZ positions and 40 closed out — a net gain of 19 holders — while 156 added to existing stakes and 210 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $69.8M. The largest seller was Milliman Financial Risk Management, exiting entirely with an estimated $184M sold.

  • 468 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q1 2020, up from 457 in Q4 2019.
  • Funds reported $3.34B of Schwab US Aggregate Bond ETF stock for Q1 2020, up 0.88% quarter-over-quarter.
  • 59 funds opened new Schwab US Aggregate Bond ETF positions in Q1 2020 and 40 closed out, a net change of +19 holders.
  • The largest Schwab US Aggregate Bond ETF buyer in Q1 2020 was Jane Street, an estimated $69.8M added.
  • The largest Schwab US Aggregate Bond ETF seller in Q1 2020 was Milliman Financial Risk Management, an estimated $184M sold.

Based on aggregated 13F filings for Q1 2020.