Schwab US Aggregate Bond ETF
SCHZ
591 hedge funds and large institutions have $4.58B invested in Schwab US Aggregate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 213 increasing their positions, 224 reducing their positions, and 40 closing their positions.
1,120% more call options, than puts
Call options by funds: $61K | Put options by funds: $5K
153% more first-time investments, than exits
New positions opened: 101 | Existing positions closed: 40
141% more capital inflows, than outflows
Capital inflows: $864M | Capital outflows: $358M
10% more funds holding
Funds holding: 538 → 591 (+53)
5% more funds holding in top 10
Funds holding in top 10: 57 → 60 (+3)
4.66% more ownership
Funds ownership: 58.27% → 62.93% (+4.7%)
5% less repeat investments, than reductions
Existing positions increased: 213 | Existing positions reduced: 224
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
+$188M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$98.7M |
| 3 |
Destination Wealth Management
Walnut Creek,
California
|
+$73.5M |
| 4 |
JP Morgan Chase
New York
|
+$66.5M |
| 5 |
Goldman Sachs
New York
|
+$28.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baker Avenue Asset Management
San Francisco,
California
|
-$75M |
| 2 |
Jane Street
New York
|
-$28.7M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$26.4M |
| 4 |
New York Life Investment Management
New York
|
-$19.4M |
| 5 |
Souders Financial Advisors
Cincinnati,
Ohio
|
-$15.8M |
SCHZ Hedge Fund Activity: Q4 2023 in Review
591 of the 6,876 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q4 2023, worth a combined $4.58B — up 14% from $4.03B a quarter earlier.
Buyers outnumbered sellers: 101 funds opened new SCHZ positions and 40 closed out — a net gain of 61 holders — while 213 added to existing stakes and 224 trimmed.
The largest buyer was Cerity Partners, adding an estimated $188M. The largest seller was Baker Avenue Asset Management, exiting entirely with an estimated $75M sold.
- 591 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q4 2023, up from 538 in Q3 2023.
- Funds reported $4.58B of Schwab US Aggregate Bond ETF stock for Q4 2023, up 14% quarter-over-quarter.
- 101 funds opened new Schwab US Aggregate Bond ETF positions in Q4 2023 and 40 closed out, a net change of +61 holders.
- The largest Schwab US Aggregate Bond ETF buyer in Q4 2023 was Cerity Partners, an estimated $188M added.
- The largest Schwab US Aggregate Bond ETF seller in Q4 2023 was Baker Avenue Asset Management, an estimated $75M sold.
Based on aggregated 13F filings for Q4 2023.