Schwab US Aggregate Bond ETF
SCHZ
457 hedge funds and large institutions have $3.31B invested in Schwab US Aggregate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 206 increasing their positions, 128 reducing their positions, and 22 closing their positions.
259% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 22
61% more repeat investments, than reductions
Existing positions increased: 206 | Existing positions reduced: 128
13% more funds holding
Funds holding: 404 → 457 (+53)
8% more capital invested
Capital invested by funds: $3.05B → $3.31B (+$255M)
8% more funds holding in top 10
Funds holding in top 10: 48 → 52 (+4)
2.52% more ownership
Funds ownership: 87.73% → 90.25% (+2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$91.6M |
| 2 |
AA
Apriem Advisors
Irvine,
California
|
+$19.2M |
| 3 |
HCM
Hengehold Capital Management
Cincinnati,
Ohio
|
+$16.1M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$15.6M |
| 5 |
Mariner
Overland Park,
Kansas
|
+$13.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$35.2M |
| 2 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
-$17.3M |
| 3 |
HFP
Holistic Financial Partners
Indianapolis,
Indiana
|
-$9.97M |
| 4 |
SBA
Secrest Blakey & Associates
Raleigh,
North Carolina
|
-$7.68M |
| 5 |
Goldman Sachs
New York
|
-$7.24M |
SCHZ Hedge Fund Activity: Q4 2019 in Review
457 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q4 2019, worth a combined $3.31B — up 8.3% from $3.05B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new SCHZ positions and 22 closed out — a net gain of 57 holders — while 206 added to existing stakes and 128 trimmed.
The largest buyer was Charles Schwab, adding an estimated $91.6M. The largest seller was Envestnet Asset Management, cutting an estimated $35.2M.
- 457 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q4 2019, up from 404 in Q3 2019.
- Funds reported $3.31B of Schwab US Aggregate Bond ETF stock for Q4 2019, up 8.3% quarter-over-quarter.
- 79 funds opened new Schwab US Aggregate Bond ETF positions in Q4 2019 and 22 closed out, a net change of +57 holders.
- The largest Schwab US Aggregate Bond ETF buyer in Q4 2019 was Charles Schwab, an estimated $91.6M added.
- The largest Schwab US Aggregate Bond ETF seller in Q4 2019 was Envestnet Asset Management, an estimated $35.2M sold.
Based on aggregated 13F filings for Q4 2019.