Schwab US Aggregate Bond ETF
SCHZ
534 hedge funds and large institutions have $3.96B invested in Schwab US Aggregate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 167 increasing their positions, 255 reducing their positions, and 56 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 60 → 60 (0)
2% less first-time investments, than exits
New positions opened: 55 | Existing positions closed: 56
1% less funds holding
Funds holding: 540 → 534 (-6)
2.54% less ownership
Funds ownership: 108.53% → 105.99% (-2.5%)
15% less capital invested
Capital invested by funds: $4.67B → $3.96B (-$712M)
35% less repeat investments, than reductions
Existing positions increased: 167 | Existing positions reduced: 255
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$50.2M |
| 2 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
+$44.6M |
| 3 |
TF
Theory Financial
Fort Collins,
Colorado
|
+$22.1M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$20.8M |
| 5 |
AO
Advisor OS
Chicago,
Illinois
|
+$19.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Fund Evaluation Group
Cincinnati,
Ohio
|
-$243M |
| 2 |
5L
55I LLC
Boston,
Massachusetts
|
-$55.4M |
| 3 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
-$47.8M |
| 4 |
SFPM
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
-$40.8M |
| 5 |
Charles Schwab
San Francisco,
California
|
-$38.4M |
SCHZ Hedge Fund Activity: Q2 2022 in Review
534 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q2 2022, worth a combined $3.96B — down 15% from $4.67B a quarter earlier.
Sellers outnumbered buyers: 56 funds closed out of SCHZ and 55 opened new positions — a net loss of 1 holder — while 255 trimmed existing stakes and 167 added.
The largest buyer was Jane Street, adding an estimated $50.2M. The largest seller was Fund Evaluation Group, exiting entirely with an estimated $243M sold.
- 534 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q2 2022, down from 540 in Q1 2022.
- Funds reported $3.96B of Schwab US Aggregate Bond ETF stock for Q2 2022, down 15% quarter-over-quarter.
- 55 funds opened new Schwab US Aggregate Bond ETF positions in Q2 2022 and 56 closed out, a net change of -1 holder.
- The largest Schwab US Aggregate Bond ETF buyer in Q2 2022 was Jane Street, an estimated $50.2M added.
- The largest Schwab US Aggregate Bond ETF seller in Q2 2022 was Fund Evaluation Group, an estimated $243M sold.
Based on aggregated 13F filings for Q2 2022.