Schwab US Aggregate Bond ETF
SCHZ
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.
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 capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
3.5% more ownership
Funds ownership: 60.56% → 64.06% (+3.5%)
3% more funds holding
Funds holding: 246 → 253 (+7)
Holders
253
Holding in Top 10
33
Calls
–
Puts
–
Top Buyers
| 1 | +$28.4M | |
| 2 | +$21.2M | |
| 3 | +$19.1M | |
| 4 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$17.6M |
| 5 |
AA
Apriem Advisors
Irvine,
California
|
+$16.4M |
Top Sellers
| 1 | -$11.3M | |
| 2 | -$9.65M | |
| 3 | -$8.52M | |
| 4 |
OAJ
Ogorek Anthony Joseph
Williamsville,
New York
|
-$2.63M |
| 5 |
NPC
National Planning Corporation
El Segundo,
California
|
-$2.5M |