Schwab US Aggregate Bond ETF
SCHZ
229 hedge funds and large institutions have $1.06B invested in Schwab US Aggregate Bond ETF in 2017 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 109 increasing their positions, 61 reducing their positions, and 17 closing their positions.
112% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 17
79% more repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 61
8% more funds holding
Funds holding: 213 → 229 (+16)
4% more funds holding in top 10
Funds holding in top 10: 28 → 29 (+1)
3% more capital invested
Capital invested by funds: $1.03B → $1.06B (+$30.5M)
1.93% less ownership
Funds ownership: 62.61% → 60.68% (-1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
+$32.8M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
+$14.4M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$14.2M |
| 4 |
FMT
First Mercantile Trust
Cordova,
Tennessee
|
+$9.27M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$6.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
-$23.8M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$14.4M |
| 3 |
AWMG
Alliance Wealth Management Group
Flemington,
New Jersey
|
-$11.5M |
| 4 |
GC
Gratus Capital
Atlanta,
Georgia
|
-$10.8M |
| 5 |
OAJ
Ogorek Anthony Joseph
Williamsville,
New York
|
-$9.1M |
SCHZ Hedge Fund Activity: Q1 2017 in Review
229 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q1 2017, worth a combined $1.06B — up 3% from $1.03B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new SCHZ positions and 17 closed out — a net gain of 19 holders — while 109 added to existing stakes and 61 trimmed.
The largest buyer was Avantax Planning Partners, adding an estimated $32.8M. The largest seller was Destination Wealth Management, cutting an estimated $23.8M.
- 229 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q1 2017, up from 213 in Q4 2016.
- Funds reported $1.06B of Schwab US Aggregate Bond ETF stock for Q1 2017, up 3% quarter-over-quarter.
- 36 funds opened new Schwab US Aggregate Bond ETF positions in Q1 2017 and 17 closed out, a net change of +19 holders.
- The largest Schwab US Aggregate Bond ETF buyer in Q1 2017 was Avantax Planning Partners, an estimated $32.8M added.
- The largest Schwab US Aggregate Bond ETF seller in Q1 2017 was Destination Wealth Management, an estimated $23.8M sold.
Based on aggregated 13F filings for Q1 2017.