Schwab US Aggregate Bond ETF
SCHZ
182 hedge funds and large institutions have $773M invested in Schwab US Aggregate Bond ETF in 2016 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 98 increasing their positions, 45 reducing their positions, and 8 closing their positions.
138% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 8
118% more repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 45
6% more funds holding
Funds holding: 171 → 182 (+11)
4% more funds holding in top 10
Funds holding in top 10: 24 → 25 (+1)
3.58% less ownership
Funds ownership: 52.22% → 48.65% (-3.6%)
5% less capital invested
Capital invested by funds: $814M → $773M (-$40.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWMG
Alliance Wealth Management Group
Flemington,
New Jersey
|
+$35.3M |
| 2 |
BC
Brinker Capital
Berwyn,
Pennsylvania
|
+$20.5M |
| 3 |
GC
Gratus Capital
Atlanta,
Georgia
|
+$12.2M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$10.4M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$10.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$67.6M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$66.6M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$31.2M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$7.7M |
| 5 |
BWP
BSW Wealth Partners
Boulder,
Colorado
|
-$7.36M |
SCHZ Hedge Fund Activity: Q3 2016 in Review
182 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q3 2016, worth a combined $773M — down 5% from $814M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new SCHZ positions and 8 closed out — a net gain of 11 holders — while 98 added to existing stakes and 45 trimmed.
The largest buyer was Alliance Wealth Management Group, opening a new position worth an estimated $35.3M. The largest seller was United Capital Financial Advisors, cutting an estimated $67.6M.
- 182 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q3 2016, up from 171 in Q2 2016.
- Funds reported $773M of Schwab US Aggregate Bond ETF stock for Q3 2016, down 5% quarter-over-quarter.
- 19 funds opened new Schwab US Aggregate Bond ETF positions in Q3 2016 and 8 closed out, a net change of +11 holders.
- The largest Schwab US Aggregate Bond ETF buyer in Q3 2016 was Alliance Wealth Management Group, an estimated $35.3M added.
- The largest Schwab US Aggregate Bond ETF seller in Q3 2016 was United Capital Financial Advisors, an estimated $67.6M sold.
Based on aggregated 13F filings for Q3 2016.