Schwab US Aggregate Bond ETF
SCHZ
461 hedge funds and large institutions have $3.82B invested in Schwab US Aggregate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 232 increasing their positions, 129 reducing their positions, and 24 closing their positions.
80% more repeat investments, than reductions
Existing positions increased: 232 | Existing positions reduced: 129
46% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 24
4% more capital invested
Capital invested by funds: $3.68B → $3.82B (+$132M)
1% more funds holding
Funds holding: 458 → 461 (+3)
0.26% less ownership
Funds ownership: 92.17% → 91.9% (-0.26%)
4% less funds holding in top 10
Funds holding in top 10: 53 → 51 (-2)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $3.53M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$67M |
| 2 |
Jane Street
New York
|
+$38.8M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$32.4M |
| 4 |
JIP
JBJ Investment Partners
Charleston,
South Carolina
|
+$17.1M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$16.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$40.9M |
| 2 |
BlackRock
New York
|
-$31.5M |
| 3 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
-$27.2M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$14M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$7.94M |
SCHZ Hedge Fund Activity: Q3 2020 in Review
461 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q3 2020, worth a combined $3.82B — up 3.6% from $3.68B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new SCHZ positions and 24 closed out — a net gain of 11 holders — while 232 added to existing stakes and 129 trimmed.
The largest buyer was Charles Schwab, adding an estimated $67M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $40.9M.
- 461 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q3 2020, up from 458 in Q2 2020.
- Funds reported $3.82B of Schwab US Aggregate Bond ETF stock for Q3 2020, up 3.6% quarter-over-quarter.
- 35 funds opened new Schwab US Aggregate Bond ETF positions in Q3 2020 and 24 closed out, a net change of +11 holders.
- The largest Schwab US Aggregate Bond ETF buyer in Q3 2020 was Charles Schwab, an estimated $67M added.
- The largest Schwab US Aggregate Bond ETF seller in Q3 2020 was Qube Research & Technologies (QRT), an estimated $40.9M sold.
Based on aggregated 13F filings for Q3 2020.