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Schwab US Aggregate Bond ETF

396 hedge funds and large institutions have $2.38B invested in Schwab US Aggregate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 181 increasing their positions, 126 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+18
Holders Change %
+4.76%
% of All Funds
8.58%
Holding in Top 10
44
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-20%
% of All Funds
0.95%
New
49
Increased
181
Reduced
126
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
226
Perigon Wealth Management
California
$568K +$180K +6,984 +47%
GCA
227
Genesee Capital Advisors
New York
$553K +$231K +8,916 +72%
3C
228
361 Capital
Colorado
$548K -$17.1K -660 -3%
Deutsche Bank
229
Deutsche Bank
Germany
$535K -$368K -14,180 -41%
QCMNJ
230
Quantum Capital Management (New Jersey)
New Jersey
$532K +$104 +4 +0%
OPA
231
Old Port Advisors
Maine
$532K +$2.54K +98 +0.5%
BCP
232
Blue Chip Partners
Michigan
$526K -$68.3K -2,632 -11%
BWA
233
BDO Wealth Advisors
Florida
$519K
HWM
234
Highwater Wealth Management
Colorado
$518K +$61.8K +2,380 +14%
KFA
235
Kays Financial Advisory
Georgia
$516K -$11M -424,048 -96%
LAIC
236
Lederer & Associates Investment Counsel
California
$514K +$54.6K +2,102 +12%
PAG
237
Private Advisor Group
New Jersey
$503K -$1.76M -67,950 -78%
MSWMA
238
Market Street Wealth Management Advisors
Indiana
$492K +$180K +6,928 +58%
TFA
239
Toth Financial Advisory
Virginia
$481K +$13.6K +524 +3%
FLA
240
Financial Life Advisors
Texas
$477K
BNP Paribas Financial Markets
241
BNP Paribas Financial Markets
France
$477K +$58.6K +2,258 +14%
CA
242
Continuum Advisory
Idaho
$473K +$186K +7,230 +65%
BWL
243
Bogart Wealth LLC
Virginia
$472K +$472K +18,228 New
CWM
244
Confluence Wealth Management
Oregon
$467K -$655K -25,258 -58%
CMBA
245
C.M. Bidwell & Associates
Hawaii
$463K +$4.72K +182 +1%
CIC
246
Cutler Investment Counsel
Oregon
$458K +$458K +17,640 New
AFS
247
Access Financial Services
Minnesota
$456K -$22.3K -860 -5%
Cetera Investment Advisers
248
Cetera Investment Advisers
Illinois
$440K -$223K -8,606 -34%
H
249
HoyleCohen
California
$438K +$1.24K +48 +0.3%
Thrivent Financial for Lutherans
250
Thrivent Financial for Lutherans
Minnesota
$437K