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Schwab US Aggregate Bond ETF

467 hedge funds and large institutions have $3.33B invested in Schwab US Aggregate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 156 increasing their positions, 210 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
+10
Holders Change %
+2.19%
% of All Funds
10.32%
Holding in Top 10
63
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+21.15%
% of All Funds
1.39%
New
58
Increased
156
Reduced
210
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ZF
226
Zhang Financial
Michigan
$783K -$67.3K -2,480 -8%
TIM
227
Total Investment Management
Arizona
$780K -$249K -9,190 -24%
CAG
228
Curtis Advisory Group
California
$776K +$115K +4,248 +17%
PFS
229
Prospera Financial Services
Texas
$756K +$5.16K +190 +0.7%
5L
230
55I LLC
Massachusetts
$756K +$443K +15,936 +141%
Jones Financial Companies
231
Jones Financial Companies
Missouri
$751K -$84.1K -3,100 -10%
PFA
232
Pure Financial Advisors
California
$721K -$715K -26,370 -50%
MML Investors Services
233
MML Investors Services
Massachusetts
$720K -$50.2K -1,848 -7%
PAM
234
Peak Asset Management
Colorado
$719K
SP
235
Successful Portfolios
Florida
$715K -$745K -27,452 -51%
HB
236
Homrich & Berg
Georgia
$705K -$297K -10,960 -30%
SS
237
Simplicity Solutions
Minnesota
$705K -$977 -36 -0.1%
CIC
238
Carnegie Investment Counsel
Ohio
$702K +$61.9K +2,280 +10%
AP
239
Appleton Partners
Massachusetts
$692K +$61.7K +2,276 +10%
CA
240
Continuum Advisory
Idaho
$689K -$21.9K -804 -3%
CA
241
Cambridge Advisors
Nebraska
$688K -$54.3K -2,000 -7%
OCM
242
One Capital Management
California
$679K -$19.8K -732 -3%
TW
243
TrinityPoint Wealth
Connecticut
$677K +$25.5K +938 +4%
HIC
244
Holderness Investments Company
North Carolina
$676K -$179K -6,580 -21%
RW
245
REDW Wealth
New Mexico
$671K -$45.3K -1,672 -6%
CWM
246
Cabot Wealth Management
Massachusetts
$670K -$38.8K -1,428 -5%
HWA
247
HHM Wealth Advisors
Tennessee
$663K -$237K -8,738 -26%
Cetera Investment Advisers
248
Cetera Investment Advisers
Illinois
$654K +$20.2K +744 +3%
3C
249
361 Capital
Colorado
$638K +$55K +2,026 +9%
BFIC
250
Bedell Frazier Investment Counselling
California
$619K -$16.3K -600 -3%