Schwab US Aggregate Bond ETF
SCHZ
SCHZ
396 hedge funds and large institutions have $2.38B invested in Schwab US Aggregate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 181 increasing their positions, 126 reducing their positions, and 26 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
8.02% less ownership
Funds ownership: 88.43% → 80.41% (-8%)
20% less funds holding in top 10
Funds holding in top 10: 55 → 44 (-11)
Holders
396
Holding in Top 10
44
Calls
–
Puts
–
Top Buyers
| 1 | +$51.4M | |
| 2 | +$38.6M | |
| 3 | +$33M | |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$32.2M |
| 5 |
BIA
Barry Investment Advisors
New Bedford,
Massachusetts
|
+$23.4M |
Top Sellers
| 1 | -$117M | |
| 2 | -$89.5M | |
| 3 | -$49M | |
| 4 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
-$23.3M |
| 5 |
HGWM
Harvest Group Wealth Management
Waltham,
Massachusetts
|
-$14M |