Schwab US Aggregate Bond ETF
SCHZ
SCHZ
153 hedge funds and large institutions have $540M invested in Schwab US Aggregate Bond ETF in 2015 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 71 increasing their positions, 35 reducing their positions, and 8 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 in top 10
Funds holding in top 10: →
more funds holding
Funds holding: →
16% more capital invested
Capital invested by funds: $467M → $540M (+$73.1M)
3.07% more ownership
Funds ownership: 49.23% → 52.3% (+3.1%)
Holders
153
Holding in Top 10
18
Calls
–
Puts
–
Top Buyers
| 1 | +$9.05M | |
| 2 | +$7.51M | |
| 3 | +$6.82M | |
| 4 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$4.47M |
| 5 |
CWM
Confluence Wealth Management
Portland,
Oregon
|
+$4.27M |
Top Sellers
| 1 | -$11.9M | |
| 2 | -$5.79M | |
| 3 | -$4.61M | |
| 4 |
FMT
First Mercantile Trust
Cordova,
Tennessee
|
-$2.33M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.87M |