Schwab US Aggregate Bond ETF
SCHZ
SCHZ
540 hedge funds and large institutions have $4.06B invested in Schwab US Aggregate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 222 increasing their positions, 207 reducing their positions, and 40 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: $ → $
1.03% less ownership
Funds ownership: 115.79% → 114.76% (-1%)
10% less funds holding in top 10
Funds holding in top 10: 62 → 56 (-6)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $203K
Holders
540
Holding in Top 10
56
Calls
–
Puts
$203K
Top Buyers
| 1 | +$75.7M | |
| 2 | +$15.2M | |
| 3 | +$15.1M | |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$10.9M |
| 5 |
DWP
Daymark Wealth Partners
Cincinnati,
Ohio
|
+$10.5M |
Top Sellers
| 1 | -$67.3M | |
| 2 | -$30.2M | |
| 3 | -$20.7M | |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$20.1M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$17.6M |