Schwab US Aggregate Bond ETF
SCHZ
SCHZ
331 hedge funds and large institutions have $2.1B invested in Schwab US Aggregate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 170 increasing their positions, 95 reducing their positions, and 27 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more ownership
Funds ownership: →
more capital invested
Capital invested by funds: $ → $
0% more funds holding
Funds holding: 330 → 331 (+1)
9% less funds holding in top 10
Funds holding in top 10: 47 → 43 (-4)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $12K
Holders
331
Holding in Top 10
43
Calls
–
Puts
$12K
Top Buyers
| 1 | +$34.6M | |
| 2 | +$25.1M | |
| 3 | +$16.9M | |
| 4 |
HGWM
Harvest Group Wealth Management
Waltham,
Massachusetts
|
+$10.5M |
| 5 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
+$8.67M |
Top Sellers
| 1 | -$27.5M | |
| 2 | -$6.89M | |
| 3 | -$6.63M | |
| 4 |
HA
Harborview Advisors
Portland,
Maine
|
-$5.88M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$3.8M |