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Schwab US Aggregate Bond ETF

396 hedge funds and large institutions have $2.38B invested in Schwab US Aggregate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 181 increasing their positions, 126 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+18
Holders Change %
+4.76%
% of All Funds
8.58%
Holding in Top 10
44
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-20%
% of All Funds
0.95%
New
49
Increased
181
Reduced
126
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VNA
326
Valley National Advisers
Pennsylvania
$146K -$2.23K -86 -2%
GRP
327
Global Retirement Partners
California
$145K +$17.1K +658 +13%
SQA
328
Simon Quick Advisors
New Jersey
$143K -$11.4K -442 -7%
AAM
329
Advisors Asset Management
Colorado
$140K -$5.99K -230 -4%
CHP
330
Cable Hill Partners
Oregon
$137K +$78.7K +3,036 +135%
GWM
331
Geneos Wealth Management
Colorado
$126K
RCA
332
Rowland Carmichael Advisors
Arizona
$116K -$138K -5,314 -54%
APA
333
American Portfolios Advisors
New York
$114K +$79.2K +3,054 +230%
HCA
334
Horan Capital Advisors
Ohio
$112K -$145K -5,560 -56%
MFT
335
Moisand Fitzgerald Tamayo
Florida
$112K -$27.4K -1,060 -20%
GIP
336
Granite Investment Partners
California
$107K
Carson Wealth (CWM LLC)
337
Carson Wealth (CWM LLC)
Nebraska
$107K +$107K +3,902 New
EFSCE
338
Enterprise Financial Services Corp (EFSC)
Missouri
$101K +$101K +3,908 New
HI
339
Human Investing
Oregon
$95K +$2.94K +114 +3%
CAL
340
Capital Analysts LLC
Pennsylvania
$93K +$19.1K +738 +26%
DSC
341
Duncker Streett & Co
Missouri
$91K +$467 +18 +0.5%
MIM
342
Macroview Investment Management
Maryland
$80K
ESB
343
Essex Savings Bank
Connecticut
$78K
FHA
344
First Horizon Advisors
Tennessee
$75K -$147K -5,700 -66%
Wells Fargo
345
Wells Fargo
California
$73K -$16.9K -646 -19%
PO
346
Private Ocean
California
$73K -$3.2K -124 -4%
Northwestern Mutual Wealth Management
347
Northwestern Mutual Wealth Management
Wisconsin
$70K -$94.7K -3,650 -57%
OAJ
348
Ogorek Anthony Joseph
New York
$70K
OIA
349
Optimum Investment Advisors
Illinois
$65K +$11.8K +454 +22%
CCM
350
Covington Capital Management
California
$51K