Schwab US Aggregate Bond ETF
SCHZ
378 hedge funds and large institutions have $2.42B invested in Schwab US Aggregate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 131 increasing their positions, 130 reducing their positions, and 33 closing their positions.
161% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 33
133% more capital inflows, than outflows
Capital inflows: $566M | Capital outflows: $243M
28% more funds holding in top 10
Funds holding in top 10: 43 → 55 (+12)
15% more funds holding
Funds holding: 330 → 378 (+48)
4.18% more ownership
Funds ownership: 40.04% → 44.21% (+4.2%)
1% more repeat investments, than reductions
Existing positions increased: 131 | Existing positions reduced: 130
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Destination Wealth Management
Walnut Creek,
California
|
+$120M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
+$49.1M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$23.2M |
| 4 |
Milliman Financial Risk Management
Chicago,
Illinois
|
+$20.8M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$18.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Avantax Planning Partners
Dubuque,
Iowa
|
-$21.5M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$21.3M |
| 3 |
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
-$15.3M |
| 4 |
First Allied Advisory Services
San Diego,
California
|
-$15.2M |
| 5 |
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$14.3M |
SCHZ Hedge Fund Activity: Q4 2018 in Review
378 of the 4,506 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q4 2018, worth a combined $2.42B — up 16% from $2.1B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new SCHZ positions and 33 closed out — a net gain of 53 holders — while 131 added to existing stakes and 130 trimmed.
The largest buyer was Destination Wealth Management, adding an estimated $120M. The largest seller was Avantax Planning Partners, cutting an estimated $21.5M.
- 378 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q4 2018, up from 330 in Q3 2018.
- Funds reported $2.42B of Schwab US Aggregate Bond ETF stock for Q4 2018, up 16% quarter-over-quarter.
- 86 funds opened new Schwab US Aggregate Bond ETF positions in Q4 2018 and 33 closed out, a net change of +53 holders.
- The largest Schwab US Aggregate Bond ETF buyer in Q4 2018 was Destination Wealth Management, an estimated $120M added.
- The largest Schwab US Aggregate Bond ETF seller in Q4 2018 was Avantax Planning Partners, an estimated $21.5M sold.
Based on aggregated 13F filings for Q4 2018.