Schwab US Aggregate Bond ETF
SCHZ
SCHZ
586 hedge funds and large institutions have $3.6B invested in Schwab US Aggregate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 265 increasing their positions, 195 reducing their positions, and 44 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
less funds holding
Funds holding: →
24% less capital invested
Capital invested by funds: $4.76B → $3.6B (-$1.15B)
34.71% less ownership
Funds ownership: 124.08% → 89.37% (-35%)
Holders
586
Holding in Top 10
50
Calls
$5K
Puts
–
Top Buyers
| 1 | +$69.7M | |
| 2 | +$64.3M | |
| 3 | +$32.8M | |
| 4 |
AIA
Alera Investment Advisors
Deerfield,
Illinois
|
+$17.8M |
| 5 |
OWA
One Wealth Advisors
San Francisco,
California
|
+$17.8M |
Top Sellers
| 1 | -$1.54B | |
| 2 | -$14.7M | |
| 3 | -$13.5M | |
| 4 |
AP
Advisors Preferred
Rockville,
Maryland
|
-$13.1M |
| 5 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
-$12.5M |