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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
Koshinski Asset Management
251
Koshinski Asset Management
Illinois
$1.24M -$127K -5,620 -9%
FIA
252
Foundations Investment Advisors
Arizona
$1.24M +$458K +20,230 +59%
VPP
253
Vertex Planning Partners
Illinois
$1.23M -$27.2K -1,202 -2%
ECM
254
Exchange Capital Management
Michigan
$1.23M -$75.5K -3,330 -6%
PCIA
255
Prime Capital Investment Advisors
Kansas
$1.23M -$1.49M -65,928 -55%
MF
256
Manchester Financial
California
$1.23M -$45.8K -2,020 -4%
WAL
257
W Advisors LLC
Tennessee
$1.23M +$53.1K +2,344 +5%
CCFM
258
Clear Creek Financial Management
Washington
$1.22M -$54.7K -2,412 -4%
AWC
259
Adamsbrown Wealth Consultants
Kansas
$1.2M -$125K -5,494 -9%
SVWG
260
Shared Vision Wealth Group
United States
$1.19M +$502K +22,168 +73%
OFG
261
Orcam Financial Group
California
$1.19M -$18.9K -832 -2%
TCM
262
Twele Capital Management
Minnesota
$1.17M +$31.5K +1,388 +3%
BCWM
263
Bartlett & Co Wealth Management
Ohio
$1.15M -$1.02M -45,212 -47%
EAM
264
Empirical Asset Management
Massachusetts
$1.15M +$378K +16,684 +50%
TNA
265
True North Advisors
Texas
$1.14M -$23.5K -1,036 -2%
DWM
266
Diversify Wealth Management
Utah
$1.13M +$1.09M +48,142 New
SWM
267
Stockman Wealth Management
Montana
$1.13M +$161K +7,090 +17%
GWWM
268
Great Waters Wealth Management
Minnesota
$1.11M -$30.6K -1,348 -3%
SFA
269
Seneca Financial Advisors
New York
$1.1M -$1.75M -77,042 -62%
BWA
270
Burt Wealth Advisors
Maryland
$1.07M
PAG
271
Private Advisor Group
New Jersey
$1.06M -$1.27K -56 -0.1%
CFS
272
Coordinated Financial Services
Colorado
$1.06M +$25K +1,102 +2%
Lido Advisors
273
Lido Advisors
California
$1.06M -$86.4K -3,814 -8%
VWA
274
VERITY Wealth Advisors
United States
$1.04M +$16.3K +718 +2%
RPSA
275
Richard P. Slaughter Associates
Texas
$1.03M +$7.12K +314 +0.7%