Schwab US Aggregate Bond ETF
SCHZ
SCHZ
537 hedge funds and large institutions have $3.79B invested in Schwab US Aggregate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 185 increasing their positions, 217 reducing their positions, and 41 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
7% more funds holding
Funds holding: 502 → 537 (+35)
2% more call options, than puts
Call options by funds: $251K | Put options by funds: $247K
15% less repeat investments, than reductions
Existing positions increased: 185 | Existing positions reduced: 217
Holders
537
Holding in Top 10
62
Calls
$251K
Puts
$247K
Top Buyers
| 1 | +$91.8M | |
| 2 | +$90.2M | |
| 3 | +$69.2M | |
| 4 |
Charles Schwab
San Francisco,
California
|
+$51.3M |
| 5 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$29.5M |
Top Sellers
| 1 | -$39.5M | |
| 2 | -$23.3M | |
| 3 | -$21M | |
| 4 |
NRI
NFP Retirement Inc
Aliso Viejo,
California
|
-$12.2M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$11.8M |