Schwab US Aggregate Bond ETF
SCHZ
SCHZ
532 hedge funds and large institutions have $3.96B invested in Schwab US Aggregate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 165 increasing their positions, 256 reducing their positions, and 56 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
less first-time investments, than exits
New positions opened: | Existing positions closed:
less funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
19.81% less ownership
Funds ownership: 125.73% → 105.92% (-20%)
36% less repeat investments, than reductions
Existing positions increased: 165 | Existing positions reduced: 256
Holders
532
Holding in Top 10
60
Calls
–
Puts
–
Top Buyers
| 1 | +$49.7M | |
| 2 | +$44.1M | |
| 3 | +$22M | |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$20.5M |
| 5 |
AO
Advisor OS
Chicago,
Illinois
|
+$19.1M |
Top Sellers
| 1 | -$657M | |
| 2 | -$243M | |
| 3 | -$55.4M | |
| 4 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
-$47.3M |
| 5 |
SFPM
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
-$40.4M |