Schwab US Aggregate Bond ETF
SCHZ
539 hedge funds and large institutions have $3.8B invested in Schwab US Aggregate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 187 increasing their positions, 217 reducing their positions, and 41 closing their positions.
148% more capital inflows, than outflows
Capital inflows: $709M | Capital outflows: $286M
105% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 41
15% more funds holding in top 10
Funds holding in top 10: 55 → 63 (+8)
7% more funds holding
Funds holding: 504 → 539 (+35)
4.92% more ownership
Funds ownership: 50.49% → 55.41% (+4.9%)
2% more call options, than puts
Call options by funds: $251K | Put options by funds: $247K
14% less repeat investments, than reductions
Existing positions increased: 187 | Existing positions reduced: 217
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$91.6M |
| 2 |
Destination Wealth Management
Walnut Creek,
California
|
+$89.9M |
| 3 |
Baker Avenue Asset Management
San Francisco,
California
|
+$69M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$51.1M |
| 5 |
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$29.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$39.4M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$22.5M |
| 3 |
Hengehold Capital Management
Cincinnati,
Ohio
|
-$21M |
| 4 |
NFP Retirement Inc
Aliso Viejo,
California
|
-$12.2M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$11.7M |
SCHZ Hedge Fund Activity: Q4 2022 in Review
539 of the 6,242 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q4 2022, worth a combined $3.8B — up 10% from $3.44B a quarter earlier.
Buyers outnumbered sellers: 84 funds opened new SCHZ positions and 41 closed out — a net gain of 43 holders — while 187 added to existing stakes and 217 trimmed.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $91.6M. The largest seller was OneDigital Investment Advisors, cutting an estimated $39.4M.
- 539 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q4 2022, up from 504 in Q3 2022.
- Funds reported $3.8B of Schwab US Aggregate Bond ETF stock for Q4 2022, up 10% quarter-over-quarter.
- 84 funds opened new Schwab US Aggregate Bond ETF positions in Q4 2022 and 41 closed out, a net change of +43 holders.
- The largest Schwab US Aggregate Bond ETF buyer in Q4 2022 was Goldman Sachs, an estimated $91.6M added.
- The largest Schwab US Aggregate Bond ETF seller in Q4 2022 was OneDigital Investment Advisors, an estimated $39.4M sold.
Based on aggregated 13F filings for Q4 2022.