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Schwab US Aggregate Bond ETF

485 hedge funds and large institutions have $4.51B invested in Schwab US Aggregate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 199 increasing their positions, 173 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
485
Holders Change
-14
Holders Change %
-2.81%
% of All Funds
8.47%
Holding in Top 10
52
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4%
% of All Funds
0.91%
New
40
Increased
199
Reduced
173
Closed
47
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CSIA
276
Charles Schwab Investment Advisory
California
$547K +$58.8K +2,152 +12%
FC
277
Financial Consulate
Maryland
$539K
FA
278
Faithward Advisors
Pennsylvania
$537K +$177K +6,472 +49%
TWM
279
Tradition Wealth Management
Minnesota
$532K -$6.39M -233,910 -92%
AL
280
Aspiriant LLC
California
$521K -$5.06K -186 -1%
HFA
281
HC Financial Advisors
California
$520K
SL
282
Savior LLC
Massachusetts
$517K +$126K +4,620 +32%
CGFA
283
Colton Groome Financial Advisors
North Carolina
$514K +$40.9K +1,496 +9%
SIM
284
Sterling Investment Management
Arizona
$510K
Royal Bank of Canada
285
Royal Bank of Canada
Ontario, Canada
$509K +$236K +8,658 +87%
HWMG
286
Hurlow Wealth Management Group
Indiana
$506K -$47.8K -1,754 -9%
BWA
287
BDO Wealth Advisors
Florida
$505K -$4.1K -150 -0.8%
PAM
288
Peak Asset Management
Colorado
$502K -$65.2K -2,390 -11%
NFG
289
Next Financial Group
Texas
$502K +$7.48K +274 +2%
FWP
290
Firethorn Wealth Partners
Georgia
$501K +$105K +3,836 +26%
CFS
291
CRA Financial Services
New Jersey
$496K -$90.5K -3,316 -15%
CWM
292
Cabot Wealth Management
Massachusetts
$496K
SPIA
293
Steward Partners Investment Advisory
New York
$495K -$4.04K -148 -0.8%
AWA
294
Acorn Wealth Advisors
Michigan
$492K -$7.48K -274 -1%
SFG
295
StrategIQ Financial Group
Indiana
$484K -$59.2K -2,170 -11%
FNC
296
First National Corp
Massachusetts
$477K +$52.2K +1,858 +12%
HDIM
297
Hanson & Doremus Investment Management
Vermont
$473K +$28.4K +1,012 +6%
PWA
298
Providence Wealth Advisors
Illinois
$471K -$33.6K -1,228 -7%
BWA
299
Burt Wealth Advisors
Maryland
$471K +$116K +4,266 +33%
NWS
300
Newport Wealth Strategies
California
$462K -$68.7K -2,520 -13%