Schwab US Aggregate Bond ETF
SCHZ
572 hedge funds and large institutions have $4.55B invested in Schwab US Aggregate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 255 increasing their positions, 202 reducing their positions, and 53 closing their positions.
26% more repeat investments, than reductions
Existing positions increased: 255 | Existing positions reduced: 202
3% less funds holding
Funds holding: 591 → 572 (-19)
3.24% less ownership
Funds ownership: 62.93% → 59.69% (-3.2%)
15% less funds holding in top 10
Funds holding in top 10: 60 → 51 (-9)
15% less first-time investments, than exits
New positions opened: 45 | Existing positions closed: 53
20% less capital inflows, than outflows
Capital inflows: $551M | Capital outflows: $693M
83% less call options, than puts
Call options by funds: $28K | Put options by funds: $166K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$246M |
| 2 |
Avantax Planning Partners
Dubuque,
Iowa
|
+$27.6M |
| 3 |
JP Morgan Chase
New York
|
+$26.2M |
| 4 |
Mariner
Overland Park,
Kansas
|
+$11.9M |
| 5 |
FFG Retirement Advisors
Centennial,
Colorado
|
+$11.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
-$194M |
| 2 |
Rational Advisors
Huntington,
New York
|
-$100M |
| 3 |
Destination Wealth Management
Walnut Creek,
California
|
-$61.4M |
| 4 |
BlueSky Wealth Advisors
New Bern,
North Carolina
|
-$40.4M |
| 5 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$36.3M |
SCHZ Hedge Fund Activity: Q1 2024 in Review
572 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q1 2024, worth a combined $4.55B — down 0.65% from $4.58B a quarter earlier.
Sellers outnumbered buyers: 53 funds closed out of SCHZ and 45 opened new positions — a net loss of 8 holders — while 202 trimmed existing stakes and 255 added.
The largest buyer was Charles Schwab, adding an estimated $246M. The largest seller was Cerity Partners, cutting an estimated $194M.
- 572 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q1 2024, down from 591 in Q4 2023.
- Funds reported $4.55B of Schwab US Aggregate Bond ETF stock for Q1 2024, down 0.65% quarter-over-quarter.
- 45 funds opened new Schwab US Aggregate Bond ETF positions in Q1 2024 and 53 closed out, a net change of -8 holders.
- The largest Schwab US Aggregate Bond ETF buyer in Q1 2024 was Charles Schwab, an estimated $246M added.
- The largest Schwab US Aggregate Bond ETF seller in Q1 2024 was Cerity Partners, an estimated $194M sold.
Based on aggregated 13F filings for Q1 2024.