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Schwab US Aggregate Bond ETF

592 hedge funds and large institutions have $4.76B invested in Schwab US Aggregate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 241 increasing their positions, 217 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 36

11% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 217

4.89% more ownership

Funds ownership: 119.33%124.22% (+4.9%)

4% more funds holding

Funds holding: 570592 (+22)

5% more capital invested

Capital invested by funds: $4.55B → $4.76B (+$214M)

0% more funds holding in top 10

Funds holding in top 10: 5050 (0)

94% less call options, than puts

Call options by funds: $5K | Put options by funds: $82K

Holders
592
Holders Change
+22
Holders Change %
+3.86%
% of All Funds
8.55%
Holding in Top 10
50
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.72%
New
63
Increased
241
Reduced
217
Closed
36
Calls
$5K
Puts
$82K
Net Calls
-$77K
Net Calls Change
+$61K
Name Holding Trade Value Shares
Change
Change in
Stake
RFG
226
Range Financial Group
Oregon
$1.46M +$114K +5,048 +9%
HIF
227
Hill Island Financial
Michigan
$1.45M +$177K +7,818 +14%
ASFA
228
All Season Financial Advisors
Colorado
$1.45M -$2.58M -113,984 -64%
TCA
229
Transcend Capital Advisors
New Jersey
$1.44M +$166K +7,314 +13%
Stifel Financial
230
Stifel Financial
Missouri
$1.43M +$881K +38,872 +162%
HWA
231
HHM Wealth Advisors
Tennessee
$1.42M +$76.1K +3,358 +6%
GLLW
232
Graves Light Lenhart Wealth
Virginia
$1.4M -$218K -9,632 -13%
AWA
233
Alaska Wealth Advisors
Alaska
$1.4M +$58.8K +2,594 +4%
OFS
234
OMC Financial Services
New York
$1.39M
Natixis Advisors
235
Natixis Advisors
Massachusetts
$1.37M +$172K +7,580 +14%
BCM
236
Brookstone Capital Management
Illinois
$1.37M -$640K -28,220 -32%
CMBA
237
C.M. Bidwell & Associates
Hawaii
$1.36M -$20.1K -886 -1%
SIM
238
Sterling Investment Management
Arizona
$1.35M +$32.6K +1,438 +2%
CFA
239
Cahill Financial Advisors
Minnesota
$1.34M -$48.3K -2,132 -3%
BIA
240
Bigelow Investment Advisors
Maine
$1.34M -$32.1K -1,416 -2%
AW
241
Avion Wealth
Texas
$1.34M -$21.6K -954 -2%
LA
242
LexAurum Advisors
Kansas
$1.34M +$30.8K +1,358 +2%
CWM
243
Cedar Wealth Management
California
$1.33M -$567K -25,016 -30%
LA
244
LVW Advisors
New York
$1.31M +$43.5K +1,920 +3%
BWM
245
Blossom Wealth Management
California
$1.3M +$61.9K +2,732 +5%
RFN
246
RDA Financial Network
Iowa
$1.29M +$817K +36,058 +176%
RIA
247
Regal Investment Advisors
Michigan
$1.28M +$286K +12,616 +29%
LIM
248
Lathrop Investment Management
Arkansas
$1.27M +$93.7K +4,136 +8%
CAG
249
Csenge Advisory Group
Florida
$1.27M -$399K -17,620 -24%
MWM
250
Modera Wealth Management
New Jersey
$1.26M +$118K +5,192 +10%