Schwab US Aggregate Bond ETF
SCHZ
533 hedge funds and large institutions have $3.96B invested in Schwab US Aggregate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 166 increasing their positions, 256 reducing their positions, and 56 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 60 → 60 (0)
4% less first-time investments, than exits
New positions opened: 54 | Existing positions closed: 56
1% less funds holding
Funds holding: 540 → 533 (-7)
15% less capital invested
Capital invested by funds: $4.67B → $3.96B (-$710M)
19.81% less ownership
Funds ownership: 125.76% → 105.96% (-20%)
35% less repeat investments, than reductions
Existing positions increased: 166 | Existing positions reduced: 256
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$50.2M |
| 2 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
+$44.6M |
| 3 |
TF
Theory Financial
Fort Collins,
Colorado
|
+$22.1M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$20.8M |
| 5 |
AO
Advisor OS
Chicago,
Illinois
|
+$19.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$664M |
| 2 |
FEG
Fund Evaluation Group
Cincinnati,
Ohio
|
-$243M |
| 3 |
5L
55I LLC
Boston,
Massachusetts
|
-$55.4M |
| 4 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
-$47.8M |
| 5 |
SFPM
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
-$40.8M |
SCHZ Hedge Fund Activity: Q2 2022 in Review
533 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q2 2022, worth a combined $3.96B — down 15% from $4.67B a quarter earlier.
Sellers outnumbered buyers: 56 funds closed out of SCHZ and 54 opened new positions — a net loss of 2 holders — while 256 trimmed existing stakes and 166 added.
The largest buyer was Jane Street, adding an estimated $50.2M. The largest seller was CFS Investment Advisory Services, cutting an estimated $664M.
- 533 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q2 2022, down from 540 in Q1 2022.
- Funds reported $3.96B of Schwab US Aggregate Bond ETF stock for Q2 2022, down 15% quarter-over-quarter.
- 54 funds opened new Schwab US Aggregate Bond ETF positions in Q2 2022 and 56 closed out, a net change of -2 holders.
- The largest Schwab US Aggregate Bond ETF buyer in Q2 2022 was Jane Street, an estimated $50.2M added.
- The largest Schwab US Aggregate Bond ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $664M sold.
Based on aggregated 13F filings for Q2 2022.