Schwab US Aggregate Bond ETF
SCHZ
131 hedge funds and large institutions have $467M invested in Schwab US Aggregate Bond ETF in 2015 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 40 reducing their positions, and 9 closing their positions.
133% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 9
67% more funds holding in top 10
Funds holding in top 10: 9 → 15 (+6)
35% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 40
11% more capital invested
Capital invested by funds: $420M → $467M (+$46.7M)
9% more funds holding
Funds holding: 120 → 131 (+11)
2.54% less ownership
Funds ownership: 51.77% → 49.23% (-2.5%)
Top Buyers
Top Sellers
SCHZ Hedge Fund Activity: Q3 2015 in Review
131 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q3 2015, worth a combined $467M — up 11% from $420M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new SCHZ positions and 9 closed out — a net gain of 12 holders — while 54 added to existing stakes and 40 trimmed.
The largest buyer was Rand Wealth, opening a new position worth an estimated $11.6M. The largest seller was UBS Group, cutting an estimated $10.8M.
- 131 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q3 2015, up from 120 in Q2 2015.
- Funds reported $467M of Schwab US Aggregate Bond ETF stock for Q3 2015, up 11% quarter-over-quarter.
- 21 funds opened new Schwab US Aggregate Bond ETF positions in Q3 2015 and 9 closed out, a net change of +12 holders.
- The largest Schwab US Aggregate Bond ETF buyer in Q3 2015 was Rand Wealth, an estimated $11.6M added.
- The largest Schwab US Aggregate Bond ETF seller in Q3 2015 was UBS Group, an estimated $10.8M sold.
Based on aggregated 13F filings for Q3 2015.