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Schwab US Aggregate Bond ETF

229 hedge funds and large institutions have $1.06B invested in Schwab US Aggregate Bond ETF in 2017 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 109 increasing their positions, 61 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+16
Holders Change %
+7.51%
% of All Funds
5.71%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.72%
New
36
Increased
109
Reduced
61
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HCM
226
Horrell Capital Management
Arkansas
$6K -$10.1K -400 -63%
JPMorgan Chase & Co
227
JPMorgan Chase & Co
New York
$6K +$6K +226 New
TIM
228
Tortoise Investment Management
New York
$1K
GC
229
Gratus Capital
Georgia
-$10.8M -418,826 Closed
HSA
230
HBK Sorce Advisory
Pennsylvania
-$5.64M -219,014 Closed
SGI
231
Summit Global Investments
Utah
-$2.81M -109,146 Closed
WI
232
WrapManager Inc
California
-$1.87M -72,762 Closed
DLCIG
233
D.L. Carlson Investment Group
New Hampshire
-$1.76M -68,362 Closed
IAS
234
IMA Advisory Services
Colorado
-$1.09M -42,188 Closed
Bank of New York Mellon
235
Bank of New York Mellon
New York
-$463K -18,002 Closed
FFA
236
First Foundation Advisors
California
-$435K -16,890 Closed
MFT
237
Moisand Fitzgerald Tamayo
Florida
-$357K -13,866 Closed
NL
238
NWAM LLC
Washington
-$334K -12,962 Closed
M&T Bank
239
M&T Bank
New York
-$312K -12,134 Closed
Manulife (Manufacturers Life Insurance)
240
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$273K -10,590 Closed
GMA
241
Goldstein Munger & Associates
California
-$212K -8,246 Closed
WPA
242
West Paces Advisors
Georgia
-$207K -8,020 Closed
LWMT
243
Legacy Wealth Management (Tennessee)
Tennessee
-$127K -4,948 Closed
IF
244
Ironwood Financial
Arizona
-$25K -990 Closed
FNBT
245
FineMark National Bank & Trust
Florida
-$17K -664 Closed