Schwab US Aggregate Bond ETF
SCHZ
540 hedge funds and large institutions have $4.11B invested in Schwab US Aggregate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 226 increasing their positions, 198 reducing their positions, and 44 closing their positions.
61% more capital inflows, than outflows
Capital inflows: $691M | Capital outflows: $430M
30% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 44
14% more repeat investments, than reductions
Existing positions increased: 226 | Existing positions reduced: 198
2.24% more ownership
Funds ownership: 55.41% → 57.65% (+2.2%)
0% more funds holding
Funds holding: 540 → 540 (0)
0% more funds holding in top 10
Funds holding in top 10: 63 → 63 (0)
88% less call options, than puts
Call options by funds: $122K | Put options by funds: $1.02M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rational Advisors
Huntington,
New York
|
+$114M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$108M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$68.6M |
| 4 |
Avantax Planning Partners
Dubuque,
Iowa
|
+$64.4M |
| 5 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
+$46.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$181M |
| 2 |
Destination Wealth Management
Walnut Creek,
California
|
-$61.6M |
| 3 |
Krilogy Financial
St. Louis,
Missouri
|
-$31M |
| 4 |
Advisor OS
Chicago,
Illinois
|
-$17.7M |
| 5 |
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$10.8M |
SCHZ Hedge Fund Activity: Q1 2023 in Review
540 of the 6,289 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q1 2023, worth a combined $4.11B — up 8.3% from $3.8B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new SCHZ positions and 44 closed out — a net gain of 13 holders — while 226 added to existing stakes and 198 trimmed.
The largest buyer was Rational Advisors, opening a new position worth an estimated $114M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $181M.
- 540 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $4.11B of Schwab US Aggregate Bond ETF stock for Q1 2023, up 8.3% quarter-over-quarter.
- 57 funds opened new Schwab US Aggregate Bond ETF positions in Q1 2023 and 44 closed out, a net change of +13 holders.
- The largest Schwab US Aggregate Bond ETF buyer in Q1 2023 was Rational Advisors, an estimated $114M added.
- The largest Schwab US Aggregate Bond ETF seller in Q1 2023 was Wealth Enhancement Advisory Services, an estimated $181M sold.
Based on aggregated 13F filings for Q1 2023.