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Schwab US Aggregate Bond ETF

506 hedge funds and large institutions have $4.29B invested in Schwab US Aggregate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 222 increasing their positions, 148 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
506
Holders Change
+46
Holders Change %
+10%
% of All Funds
8.98%
Holding in Top 10
54
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.88%
% of All Funds
0.96%
New
75
Increased
222
Reduced
148
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PG
276
Prostatis Group
Maryland
$634K -$76.9K -2,746 -11%
BCP
277
Blue Chip Partners
Michigan
$623K +$4.76K +170 +0.8%
CFS
278
CRA Financial Services
New Jersey
$622K +$104K +3,722 +20%
Kovitz Investment Group Partners
279
Kovitz Investment Group Partners
Illinois
$611K -$762K -27,200 -56%
BAMG
280
Brand Asset Management Group
Missouri
$608K +$52.9K +1,888 +10%
BI
281
Blooom Inc
Kansas
$604K +$604K +21,604 New
RW
282
REDW Wealth
New Mexico
$590K -$87.3K -3,120 -13%
BFIC
283
Bedell Frazier Investment Counselling
California
$583K -$28K -1,000 -5%
CGFA
284
Colton Groome Financial Advisors
North Carolina
$583K -$14.6K -520 -2%
HWMG
285
Hurlow Wealth Management Group
Indiana
$575K -$61.6K -2,200 -10%
AAS
286
Avantax Advisory Services
Texas
$558K -$165K -5,874 -23%
FC
287
Financial Consulate
Maryland
$553K
IA
288
IFG Advisory
Georgia
$553K +$553K +19,760 New
OFS
289
Oldfather Financial Services
Nebraska
$552K -$19.7K -712 -3%
LWAC
290
Laurel Wealth Advisors (California)
California
$548K +$11.3K +404 +2%
AWM
291
Apollon Wealth Management
South Carolina
$535K -$161K -5,740 -23%
CWM
292
Cabot Wealth Management
Massachusetts
$535K -$18K -644 -3%
GI
293
GS Investments
Minnesota
$534K +$534K +19,056 New
HFA
294
HC Financial Advisors
California
$533K
GRP
295
Global Retirement Partners
California
$530K +$12K +430 +2%
SL
296
Savior LLC
Massachusetts
$530K +$261K +9,326 +97%
MWM
297
Mission Wealth Management
California
$528K -$67.8K -2,422 -11%
SFG
298
StrategIQ Financial Group
Indiana
$527K -$34.1K -1,216 -6%
SIM
299
Sterling Investment Management
Arizona
$523K +$159K +5,660 +44%
BWA
300
BDO Wealth Advisors
Florida
$518K