Schwab US Aggregate Bond ETF
SCHZ
171 hedge funds and large institutions have $814M invested in Schwab US Aggregate Bond ETF in 2016 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 84 increasing their positions, 46 reducing their positions, and 13 closing their positions.
100% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 13
83% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 46
21% more capital invested
Capital invested by funds: $671M → $814M (+$142M)
9% more funds holding in top 10
Funds holding in top 10: 22 → 24 (+2)
6% more funds holding
Funds holding: 161 → 171 (+10)
2.15% less ownership
Funds ownership: 54.38% → 52.22% (-2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$66M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$30.3M |
| 3 |
REMPR
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
+$11.1M |
| 4 |
BA
Bristlecone Advisors
Bellevue,
Washington
|
+$11.1M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$9.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hengehold Capital Management
Cincinnati,
Ohio
|
-$15.5M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$13.9M |
| 3 |
WP
WealthSource Partners
San Luis Obispo,
California
|
-$7.72M |
| 4 |
AA
Alesco Advisors
Pittsford,
New York
|
-$6.14M |
| 5 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
-$6.02M |
SCHZ Hedge Fund Activity: Q2 2016 in Review
171 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q2 2016, worth a combined $814M — up 21% from $671M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new SCHZ positions and 13 closed out — a net gain of 13 holders — while 84 added to existing stakes and 46 trimmed.
The largest buyer was Charles Schwab, opening a new position worth an estimated $66M. The largest seller was Hengehold Capital Management, cutting an estimated $15.5M.
- 171 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q2 2016, up from 161 in Q1 2016.
- Funds reported $814M of Schwab US Aggregate Bond ETF stock for Q2 2016, up 21% quarter-over-quarter.
- 26 funds opened new Schwab US Aggregate Bond ETF positions in Q2 2016 and 13 closed out, a net change of +13 holders.
- The largest Schwab US Aggregate Bond ETF buyer in Q2 2016 was Charles Schwab, an estimated $66M added.
- The largest Schwab US Aggregate Bond ETF seller in Q2 2016 was Hengehold Capital Management, an estimated $15.5M sold.
Based on aggregated 13F filings for Q2 2016.