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Schwab US Aggregate Bond ETF

532 hedge funds and large institutions have $3.96B invested in Schwab US Aggregate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 165 increasing their positions, 256 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
-7
Holders Change %
-1.3%
% of All Funds
9%
Holding in Top 10
60
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.01%
New
54
Increased
165
Reduced
256
Closed
56
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PFA
251
Pinnacle Family Advisors
Missouri
$892K +$96.7K +4,040 +12%
BMCM
252
Burns Matteson Capital Management
New York
$889K -$381K -15,906 -30%
WAM
253
WNY Asset Management
New York
$888K -$1.16M -48,466 -57%
MHB
254
Midwest Heritage Bank
Iowa
$884K -$83.5K -3,488 -9%
SWM
255
Stockman Wealth Management
Montana
$880K +$33.5K +1,400 +4%
MA
256
Momentum Advisors
New York
$859K +$859K +35,888 New
LFA
257
Landmark Financial Advisors
Kentucky
$856K +$7.42K +310 +0.9%
FW
258
FirstPurpose Wealth
Utah
$845K -$283K -11,820 -25%
SPA
259
Sentinel Pension Advisors
Massachusetts
$839K -$6.47M -270,072 -89%
AFP
260
Ausdal Financial Partners
Iowa
$832K -$25.1K -1,050 -3%
PFC
261
Phocas Financial Corp
California
$831K
SAM
262
Sawgrass Asset Management
Florida
$823K -$8.19K -342 -1%
BI
263
Blooom Inc
Kansas
$822K -$132K -5,504 -14%
SIAG
264
Signet Investment Advisory Group
Rhode Island
$815K +$22.1K +922 +3%
KAS
265
Kestra Advisory Services
Texas
$811K +$83.1K +3,472 +11%
LFA
266
Laraway Financial Advisors
Minnesota
$763K -$1.98M -82,740 -72%
WA
267
WBH Advisory
Maryland
$751K -$180K -7,504 -19%
JF
268
Joule Financial
Kentucky
$743K +$743K +31,028 New
BWA
269
Burt Wealth Advisors
Maryland
$729K -$597K -24,946 -45%
ACMA
270
Arbor Capital Management (Alaska)
Alaska
$708K +$8.19K +342 +1%
CFG
271
Cooper Financial Group
California
$700K +$33K +1,380 +5%
VDI
272
Vaughan David Investments
Illinois
$696K -$144 -6 -0%
BL
273
BCWM LLC
Kansas
$690K -$64.8K -2,706 -9%
FG
274
Foster Group
Iowa
$683K +$96 +4 +0%
HWM
275
HB Wealth Management
Georgia
$680K -$80.9K -3,380 -11%