Schwab US Aggregate Bond ETF
SCHZ
253 hedge funds and large institutions have $1.36B invested in Schwab US Aggregate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 148 increasing their positions, 60 reducing their positions, and 14 closing their positions.
147% more repeat investments, than reductions
Existing positions increased: 148 | Existing positions reduced: 60
64% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 14
17% more capital invested
Capital invested by funds: $1.16B → $1.36B (+$201M)
14% more funds holding in top 10
Funds holding in top 10: 29 → 33 (+4)
3.5% more ownership
Funds ownership: 60.56% → 64.06% (+3.5%)
3% more funds holding
Funds holding: 246 → 253 (+7)
Top Buyers
Top Sellers
SCHZ Hedge Fund Activity: Q3 2017 in Review
253 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q3 2017, worth a combined $1.36B — up 17% from $1.16B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new SCHZ positions and 14 closed out — a net gain of 9 holders — while 148 added to existing stakes and 60 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $28.4M. The largest seller was Brinker Capital, cutting an estimated $11.3M.
- 253 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q3 2017, up from 246 in Q2 2017.
- Funds reported $1.36B of Schwab US Aggregate Bond ETF stock for Q3 2017, up 17% quarter-over-quarter.
- 23 funds opened new Schwab US Aggregate Bond ETF positions in Q3 2017 and 14 closed out, a net change of +9 holders.
- The largest Schwab US Aggregate Bond ETF buyer in Q3 2017 was Financial Engines Advisors, an estimated $28.4M added.
- The largest Schwab US Aggregate Bond ETF seller in Q3 2017 was Brinker Capital, an estimated $11.3M sold.
Based on aggregated 13F filings for Q3 2017.