Schwab US Aggregate Bond ETF
SCHZ
SCHZ
506 hedge funds and large institutions have $4.29B invested in Schwab US Aggregate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 222 increasing their positions, 148 reducing their positions, and 21 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 capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
7.27% more ownership
Funds ownership: 91.87% → 99.14% (+7.3%)
6% more funds holding in top 10
Funds holding in top 10: 51 → 54 (+3)
Holders
506
Holding in Top 10
54
Calls
–
Puts
–
Top Buyers
| 1 | +$121M | |
| 2 | +$88.7M | |
| 3 | +$38.1M | |
| 4 |
WANY
Wealthspire Advisors (New York)
New York
|
+$28.6M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$28.2M |
Top Sellers
| 1 | -$69.7M | |
| 2 | -$33.4M | |
| 3 | -$25.4M | |
| 4 |
MTC
Matrix Trust Company
Denver,
Colorado
|
-$10.9M |
| 5 |
PIMG
Patriot Investment Management Group
Knoxville,
Tennessee
|
-$9.24M |