Schwab US Aggregate Bond ETF
SCHZ
321 hedge funds and large institutions have $1.7B invested in Schwab US Aggregate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 156 increasing their positions, 62 reducing their positions, and 9 closing their positions.
756% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 9
152% more repeat investments, than reductions
Existing positions increased: 156 | Existing positions reduced: 62
30% more funds holding in top 10
Funds holding in top 10: 33 → 43 (+10)
27% more funds holding
Funds holding: 253 → 321 (+68)
24% more capital invested
Capital invested by funds: $1.36B → $1.7B (+$333M)
4.82% more ownership
Funds ownership: 64.06% → 68.88% (+4.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$33.8M |
| 2 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
+$24.8M |
| 3 |
Jane Street
New York
|
+$23.6M |
| 4 |
Mariner
Overland Park,
Kansas
|
+$14.6M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$12.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Apriem Advisors
Irvine,
California
|
-$19M |
| 2 |
AWMG
Alliance Wealth Management Group
Flemington,
New Jersey
|
-$16.8M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$6M |
| 4 |
AL
Aspiriant LLC
Los Angeles,
California
|
-$5.01M |
| 5 |
Morgan Stanley
New York
|
-$3.51M |
SCHZ Hedge Fund Activity: Q4 2017 in Review
321 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q4 2017, worth a combined $1.7B — up 24% from $1.36B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new SCHZ positions and 9 closed out — a net gain of 68 holders — while 156 added to existing stakes and 62 trimmed.
The largest buyer was Charles Schwab, adding an estimated $33.8M. The largest seller was Apriem Advisors, cutting an estimated $19M.
- 321 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q4 2017, up from 253 in Q3 2017.
- Funds reported $1.7B of Schwab US Aggregate Bond ETF stock for Q4 2017, up 24% quarter-over-quarter.
- 77 funds opened new Schwab US Aggregate Bond ETF positions in Q4 2017 and 9 closed out, a net change of +68 holders.
- The largest Schwab US Aggregate Bond ETF buyer in Q4 2017 was Charles Schwab, an estimated $33.8M added.
- The largest Schwab US Aggregate Bond ETF seller in Q4 2017 was Apriem Advisors, an estimated $19M sold.
Based on aggregated 13F filings for Q4 2017.