Schwab US Aggregate Bond ETF
SCHZ
500 hedge funds and large institutions have $4.2B invested in Schwab US Aggregate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 220 increasing their positions, 171 reducing their positions, and 46 closing their positions.
35% more capital inflows, than outflows
Capital inflows: $458M | Capital outflows: $339M
29% more repeat investments, than reductions
Existing positions increased: 220 | Existing positions reduced: 171
0.23% less ownership
Funds ownership: 49.59% → 49.36% (-0.23%)
4% less first-time investments, than exits
New positions opened: 44 | Existing positions closed: 46
1% less funds holding
Funds holding: 507 → 500 (-7)
7% less funds holding in top 10
Funds holding in top 10: 54 → 50 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$136M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$31.1M |
| 3 |
Rational Advisors
Huntington,
New York
|
+$18.4M |
| 4 |
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$15.9M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$14.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$49.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$40.6M |
| 3 |
Financial Management Professionals
Austin,
Texas
|
-$24.5M |
| 4 |
Hengehold Capital Management
Cincinnati,
Ohio
|
-$16.3M |
| 5 |
Smith Anglin Financial
Dallas,
Texas
|
-$15.1M |
SCHZ Hedge Fund Activity: Q1 2021 in Review
500 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q1 2021, worth a combined $4.2B — down 2.6% from $4.31B a quarter earlier.
Sellers outnumbered buyers: 46 funds closed out of SCHZ and 44 opened new positions — a net loss of 2 holders — while 171 trimmed existing stakes and 220 added.
The largest buyer was Charles Schwab, adding an estimated $136M. The largest seller was Qube Research & Technologies (QRT), exiting entirely with an estimated $49.9M sold.
- 500 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q1 2021, down from 507 in Q4 2020.
- Funds reported $4.2B of Schwab US Aggregate Bond ETF stock for Q1 2021, down 2.6% quarter-over-quarter.
- 44 funds opened new Schwab US Aggregate Bond ETF positions in Q1 2021 and 46 closed out, a net change of -2 holders.
- The largest Schwab US Aggregate Bond ETF buyer in Q1 2021 was Charles Schwab, an estimated $136M added.
- The largest Schwab US Aggregate Bond ETF seller in Q1 2021 was Qube Research & Technologies (QRT), an estimated $49.9M sold.
Based on aggregated 13F filings for Q1 2021.