Schwab US Aggregate Bond ETF
SCHZ
SCHZ
315 hedge funds and large institutions have $1.96B invested in Schwab US Aggregate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 172 increasing their positions, 75 reducing their positions, and 41 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
2% less funds holding
Funds holding: 321 → 315 (-6)
15% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 41
Holders
315
Holding in Top 10
53
Calls
–
Puts
–
Top Buyers
| 1 | +$178M | |
| 2 | +$48.3M | |
| 3 | +$20.5M | |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$17.1M |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$17.1M |
Top Sellers
| 1 | -$25.1M | |
| 2 | -$24.4M | |
| 3 | -$22.3M | |
| 4 |
AWS
AJ Wealth Strategies
New York
|
-$14M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$13.3M |