Schwab US Aggregate Bond ETF
SCHZ
538 hedge funds and large institutions have $4.03B invested in Schwab US Aggregate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 227 increasing their positions, 207 reducing their positions, and 45 closing their positions.
95% more capital inflows, than outflows
Capital inflows: $407M | Capital outflows: $208M
11% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 45
10% more repeat investments, than reductions
Existing positions increased: 227 | Existing positions reduced: 207
0.83% more ownership
Funds ownership: 57.44% → 58.27% (+0.83%)
0% more funds holding in top 10
Funds holding in top 10: 57 → 57 (0)
1% less funds holding
Funds holding: 544 → 538 (-6)
41% less call options, than puts
Call options by funds: $106K | Put options by funds: $181K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$107M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$34.5M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$33.7M |
| 4 |
Jane Street
New York
|
+$19.4M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$14.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Apriem Advisors
Irvine,
California
|
-$23.9M |
| 2 |
American Trust
Lexington,
Kentucky
|
-$20.2M |
| 3 |
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$15.2M |
| 4 |
Congress Wealth Management
Boston,
Massachusetts
|
-$13.6M |
| 5 |
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$10.1M |
SCHZ Hedge Fund Activity: Q3 2023 in Review
538 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q3 2023, worth a combined $4.03B — down 0.77% from $4.06B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new SCHZ positions and 45 closed out — a net gain of 5 holders — while 227 added to existing stakes and 207 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $107M. The largest seller was Apriem Advisors, cutting an estimated $23.9M.
- 538 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q3 2023, down from 544 in Q2 2023.
- Funds reported $4.03B of Schwab US Aggregate Bond ETF stock for Q3 2023, down 0.77% quarter-over-quarter.
- 50 funds opened new Schwab US Aggregate Bond ETF positions in Q3 2023 and 45 closed out, a net change of +5 holders.
- The largest Schwab US Aggregate Bond ETF buyer in Q3 2023 was JP Morgan Chase, an estimated $107M added.
- The largest Schwab US Aggregate Bond ETF seller in Q3 2023 was Apriem Advisors, an estimated $23.9M sold.
Based on aggregated 13F filings for Q3 2023.