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Schwab US Aggregate Bond ETF

499 hedge funds and large institutions have $4.19B invested in Schwab US Aggregate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 219 increasing their positions, 171 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
-7
Holders Change %
-1.38%
% of All Funds
8.79%
Holding in Top 10
50
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.41%
% of All Funds
0.88%
New
44
Increased
219
Reduced
171
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
301
Stratos Wealth Advisors
Ohio
$433K -$62.1K -2,302 -13%
HDIM
302
Hanson & Doremus Investment Management
Vermont
$428K -$9.01K -334 -2%
ACG
303
Allen Capital Group
Nebraska
$424K -$56.3K -2,090 -12%
PA
304
Paracle Advisors
Washington
$418K
WWM
305
Western Wealth Management
Colorado
$415K +$4.31K +160 +1%
BWP
306
BSW Wealth Partners
Colorado
$415K +$30.9K +1,146 +8%
AC
307
Alley Company
Illinois
$410K +$47.3K +1,756 +13%
FNC
308
First National Corp
Massachusetts
$408K -$33.7K -1,250 -8%
BJL
309
Brighton Jones LLC
Washington
$406K -$13.5K -500 -3%
APA
310
American Portfolios Advisors
New York
$405K +$208K +7,694 +105%
IWM
311
IHT Wealth Management
Illinois
$398K +$216 +8 +0.1%
RWA
312
River Wealth Advisors
Pennsylvania
$397K -$22.8K -844 -5%
FWP
313
Firethorn Wealth Partners
Georgia
$392K +$13.7K +508 +4%
AFP
314
Ausdal Financial Partners
Iowa
$388K -$6.26K -232 -2%
SL
315
Savior LLC
Massachusetts
$386K -$124K -4,600 -24%
WSTAM
316
Wilbanks Smith & Thomas Asset Management
Virginia
$385K +$162 +6 +0%
AFA
317
AllGen Financial Advisors
Florida
$383K +$12.7K +470 +3%
AIP
318
Almanack Investment Partners
Pennsylvania
$382K -$1.09M -40,400 -74%
MWM
319
Mission Wealth Management
California
$379K -$129K -4,800 -25%
GCA
320
Genesee Capital Advisors
New York
$379K -$5.23K -194 -1%
ZIM
321
Zacks Investment Management
Illinois
$378K +$378K +14,022 New
AL
322
ACAS LLC
California
$375K +$375K +13,912 New
CIP
323
Capital Insight Partners
Arizona
$372K -$1.78K -66 -0.5%
GVAG
324
Great Valley Advisor Group
Delaware
$367K -$9.11K -338 -2%
TPA
325
Trivium Point Advisory
Connecticut
$366K -$26.5K -984 -7%