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Schwab US Aggregate Bond ETF
SCHZ

Overview Fund Trends Analyst Outlook Journalist POV

40 hedge funds and large institutions have $55.6M invested in Schwab US Aggregate Bond ETF in 2013 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership: →

less funds holding

Funds holding: →

less capital invested

Capital invested by funds: $ → $

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
40
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$4.43M
2
+$1.38M
3
+$954K
4
BWP
BSW Wealth Partners
Colorado
+$799K
5
UCFA
United Capital Financial Advisors
Texas
+$561K

Top Sellers

1
-$9.48M
2
-$3.03M
3
-$1.18M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$999K
5
HSA
HBK Sorce Advisory
Pennsylvania
-$838K
Name Holding Trade Value Shares
Change 		Change in
Stake
26
$258K
27
$238K
28
$174K
29
$123K
30
$70K
31
$62K
32
$50.8K
33
$31K
34
$21K
35
$20K
36
$15K
37
$9K
38
$2K
39
$1K
40
–
41
–
42
–
43
–
44
–
45
–
1
2