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Schwab US Aggregate Bond ETF

467 hedge funds and large institutions have $3.33B invested in Schwab US Aggregate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 156 increasing their positions, 210 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
+10
Holders Change %
+2.19%
% of All Funds
10.32%
Holding in Top 10
63
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+21.15%
% of All Funds
1.39%
New
58
Increased
156
Reduced
210
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GRP
301
Global Retirement Partners
California
$360K +$75.5K +2,778 +27%
SS
302
Sunbelt Securities
Texas
$359K +$359K +13,536 New
JPMorgan Chase & Co
303
JPMorgan Chase & Co
New York
$358K +$145K +5,344 +68%
PCIA
304
Prime Capital Investment Advisors
Kansas
$354K +$337K +12,392 +1,936%
AC
305
Alley Company
Illinois
$350K -$44K -1,624 -11%
SA
306
SRH Advisors
Kansas
$336K
BDF
307
Black Diamond Financial
Maryland
$336K +$44.7K +1,648 +15%
JWBC
308
John W. Brooker & Co
California
$330K -$4.29K -158 -1%
IRC
309
Investors Research Corp
Georgia
$330K
FA
310
Faithward Advisors
Pennsylvania
$328K +$231K +8,512 +237%
SFP
311
Strategic Financial Planning
Texas
$324K -$102K -3,766 -24%
LFG
312
Larson Financial Group
Missouri
$318K +$48.3K +1,780 +18%
DW
313
Domani Wealth
Pennsylvania
$316K +$18.2K +670 +6%
SCM
314
Stordahl Capital Management
Colorado
$310K +$12.3K +452 +4%
DAS
315
Dynamic Advisor Solutions
Arizona
$308K -$20.3K -746 -6%
ACM
316
Armbruster Capital Management
New York
$299K -$679K -24,990 -69%
VV
317
Verity & Verity
South Carolina
$296K
MI
318
Moneywise Inc
Virginia
$295K -$40K -1,474 -12%
MAS
319
Managed Account Services
Florida
$294K +$20.6K +756 +8%
KLI
320
Kelman-Lazarov Inc
Tennessee
$293K -$145K -5,360 -33%
KFA
321
Kays Financial Advisory
Georgia
$286K +$13.6K +502 +5%
APA
322
American Portfolios Advisors
New York
$286K +$17.5K +644 +7%
MPW
323
MA Private Wealth
California
$284K
HA
324
Harborview Advisors
Maine
$283K +$13.2K +488 +5%
XF
325
XML Financial
Maryland
$282K +$282K +10,394 New