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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 %
IWM
301
IHT Wealth Management
Illinois
$448K +$44.8K +1,640 +11%
AFA
302
AllGen Financial Advisors
Florida
$445K +$57.7K +2,112 +15%
SWA
303
Sightline Wealth Advisors
Connecticut
$439K -$255K -9,328 -37%
CCM
304
Coldstream Capital Management
Washington
$432K +$432K +15,834 New
AC
305
Alley Company
Illinois
$431K +$15.5K +566 +4%
GVAG
306
Great Valley Advisor Group
Delaware
$427K +$59.4K +2,200 +16%
Wells Fargo
307
Wells Fargo
California
$424K -$94K -3,442 -18%
MCM
308
Maple Capital Management
Vermont
$422K +$176K +6,412 +71%
TFA
309
Toth Financial Advisory
Virginia
$421K -$169K -6,184 -29%
ACG
310
Allen Capital Group
Nebraska
$419K -$10.8K -396 -3%
CWM
311
Curi Wealth Management
North Carolina
$419K +$60.3K +2,208 +17%
WWM
312
Western Wealth Management
Colorado
$416K -$4.09K -150 -1%
SBH
313
Segall Bryant & Hamill
Illinois
$412K +$155K +5,674 +60%
SWA
314
Stratos Wealth Advisors
Ohio
$409K -$29.1K -1,064 -7%
CIP
315
Capital Insight Partners
Arizona
$399K +$23K +842 +6%
FWM
316
Frontier Wealth Management
Missouri
$398K -$105K -3,846 -21%
BWP
317
BSW Wealth Partners
Colorado
$394K -$25.4K -932 -6%
ZIM
318
Zacks Investment Management
Illinois
$389K +$6.49K +238 +2%
SSWM
319
Sheets Smith Wealth Management
North Carolina
$383K -$2.69M -98,472 -88%
RWA
320
River Wealth Advisors
Pennsylvania
$373K -$28.4K -1,042 -7%
AFP
321
Ausdal Financial Partners
Iowa
$372K -$20.8K -760 -5%
WFA
322
West Financial Advisors
Iowa
$366K +$10.5K +384 +3%
AL
323
ACAS LLC
California
$365K -$14.4K -528 -4%
MWM
324
Mission Wealth Management
California
$354K -$30.3K -1,108 -8%
FLA
325
Financial Life Advisors
Texas
$349K