Schwab US Aggregate Bond ETF
SCHZ
544 hedge funds and large institutions have $4.06B invested in Schwab US Aggregate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 226 increasing their positions, 206 reducing their positions, and 40 closing their positions.
18% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 40
10% more repeat investments, than reductions
Existing positions increased: 226 | Existing positions reduced: 206
7% more capital inflows, than outflows
Capital inflows: $270M | Capital outflows: $252M
1% more funds holding
Funds holding: 540 → 544 (+4)
0.21% less ownership
Funds ownership: 57.65% → 57.44% (-0.21%)
10% less funds holding in top 10
Funds holding in top 10: 63 → 57 (-6)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $203K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$76.3M |
| 2 |
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$15.3M |
| 3 |
Congress Wealth Management
Boston,
Massachusetts
|
+$15.2M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$11M |
| 5 |
Daymark Wealth Partners
Cincinnati,
Ohio
|
+$10.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$67.8M |
| 2 |
Jane Street
New York
|
-$30.4M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$20.2M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$17.7M |
| 5 |
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$10.2M |
SCHZ Hedge Fund Activity: Q2 2023 in Review
544 of the 6,389 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q2 2023, worth a combined $4.06B — down 1.2% from $4.11B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new SCHZ positions and 40 closed out — a net gain of 7 holders — while 226 added to existing stakes and 206 trimmed.
The largest buyer was Charles Schwab, adding an estimated $76.3M. The largest seller was Susquehanna International Group, cutting an estimated $67.8M.
- 544 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q2 2023, up from 540 in Q1 2023.
- Funds reported $4.06B of Schwab US Aggregate Bond ETF stock for Q2 2023, down 1.2% quarter-over-quarter.
- 47 funds opened new Schwab US Aggregate Bond ETF positions in Q2 2023 and 40 closed out, a net change of +7 holders.
- The largest Schwab US Aggregate Bond ETF buyer in Q2 2023 was Charles Schwab, an estimated $76.3M added.
- The largest Schwab US Aggregate Bond ETF seller in Q2 2023 was Susquehanna International Group, an estimated $67.8M sold.
Based on aggregated 13F filings for Q2 2023.