Schwab US Aggregate Bond ETF
SCHZ
531 hedge funds and large institutions have $4.9B invested in Schwab US Aggregate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 200 increasing their positions, 173 reducing their positions, and 45 closing their positions.
107% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 45
19% more funds holding in top 10
Funds holding in top 10: 48 → 57 (+9)
16% more repeat investments, than reductions
Existing positions increased: 200 | Existing positions reduced: 173
8% more funds holding
Funds holding: 492 → 531 (+39)
7.93% more ownership
Funds ownership: 100.31% → 108.24% (+7.9%)
5% more capital invested
Capital invested by funds: $4.64B → $4.9B (+$253M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$60.3M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$46.1M |
| 3 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
+$32.8M |
| 4 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$32.4M |
| 5 |
RA
Rational Advisors
Huntington,
New York
|
+$31.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
-$34.7M |
| 2 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
-$21.4M |
| 3 |
Jane Street
New York
|
-$17.6M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$15.3M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$14.5M |
SCHZ Hedge Fund Activity: Q4 2021 in Review
531 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q4 2021, worth a combined $4.9B — up 5.5% from $4.64B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new SCHZ positions and 45 closed out — a net gain of 48 holders — while 200 added to existing stakes and 173 trimmed.
The largest buyer was Charles Schwab, adding an estimated $60.3M. The largest seller was Mercer Global Advisors, cutting an estimated $34.7M.
- 531 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q4 2021, up from 492 in Q3 2021.
- Funds reported $4.9B of Schwab US Aggregate Bond ETF stock for Q4 2021, up 5.5% quarter-over-quarter.
- 93 funds opened new Schwab US Aggregate Bond ETF positions in Q4 2021 and 45 closed out, a net change of +48 holders.
- The largest Schwab US Aggregate Bond ETF buyer in Q4 2021 was Charles Schwab, an estimated $60.3M added.
- The largest Schwab US Aggregate Bond ETF seller in Q4 2021 was Mercer Global Advisors, an estimated $34.7M sold.
Based on aggregated 13F filings for Q4 2021.