Schwab US Aggregate Bond ETF
SCHZ
SCHZ
40 hedge funds and large institutions have $55.6M invested in Schwab US Aggregate Bond ETF in 2013 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 6 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less ownership
Funds ownership: →
less funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Holders
40
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$4.43M | |
| 2 | +$1.38M | |
| 3 | +$954K | |
| 4 |
BWP
BSW Wealth Partners
Boulder,
Colorado
|
+$799K |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$561K |
Top Sellers
| 1 | -$9.48M | |
| 2 | -$3.03M | |
| 3 | -$1.18M | |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$999K |
| 5 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
-$838K |