Schwab US Aggregate Bond ETF
SCHZ
396 hedge funds and large institutions have $2.38B invested in Schwab US Aggregate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 181 increasing their positions, 126 reducing their positions, and 26 closing their positions.
88% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 26
44% more repeat investments, than reductions
Existing positions increased: 181 | Existing positions reduced: 126
5% more funds holding
Funds holding: 378 → 396 (+18)
2% less capital invested
Capital invested by funds: $2.42B → $2.38B (-$42.5M)
8.02% less ownership
Funds ownership: 88.43% → 80.41% (-8%)
20% less funds holding in top 10
Funds holding in top 10: 55 → 44 (-11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$50.6M |
| 2 |
AA
Apriem Advisors
Irvine,
California
|
+$38M |
| 3 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
+$32.4M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$31.7M |
| 5 |
BIA
Barry Investment Advisors
New Bedford,
Massachusetts
|
+$23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
-$115M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
-$88M |
| 3 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$48.2M |
| 4 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
-$22.9M |
| 5 |
HGWM
Harvest Group Wealth Management
Waltham,
Massachusetts
|
-$13.7M |
SCHZ Hedge Fund Activity: Q1 2019 in Review
396 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q1 2019, worth a combined $2.38B — down 1.8% from $2.42B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new SCHZ positions and 26 closed out — a net gain of 23 holders — while 181 added to existing stakes and 126 trimmed.
The largest buyer was Charles Schwab, adding an estimated $50.6M. The largest seller was Destination Wealth Management, cutting an estimated $115M.
- 396 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q1 2019, up from 378 in Q4 2018.
- Funds reported $2.38B of Schwab US Aggregate Bond ETF stock for Q1 2019, down 1.8% quarter-over-quarter.
- 49 funds opened new Schwab US Aggregate Bond ETF positions in Q1 2019 and 26 closed out, a net change of +23 holders.
- The largest Schwab US Aggregate Bond ETF buyer in Q1 2019 was Charles Schwab, an estimated $50.6M added.
- The largest Schwab US Aggregate Bond ETF seller in Q1 2019 was Destination Wealth Management, an estimated $115M sold.
Based on aggregated 13F filings for Q1 2019.