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Schwab US Aggregate Bond ETF

404 hedge funds and large institutions have $3.05B invested in Schwab US Aggregate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 210 increasing their positions, 122 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
+3
Holders Change %
+0.75%
% of All Funds
8.87%
Holding in Top 10
48
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.13%
% of All Funds
1.05%
New
32
Increased
210
Reduced
122
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JCM
326
Jacobsen Capital Management
Utah
$227K +$1.61K +60 +0.7%
ODCM
327
Old Dominion Capital Management
Virginia
$225K
AWA
328
Acorn Wealth Advisors
Michigan
$220K +$1.44K +54 +0.7%
ASN
329
Advisory Services Network
Georgia
$217K
REMPR
330
Roof Eidam Maycock Peralta (REMP)
California
$216K
FA
331
Financial Advisors
Massachusetts
$213K +$2.15K +80 +1%
BCM
332
Blume Capital Management
California
$211K
PCMC
333
Private Capital Management (Colorado)
Colorado
$211K +$432 +16 +0.2%
JPMorgan Chase & Co
334
JPMorgan Chase & Co
New York
$210K -$91.2K -3,390 -30%
SAM
335
Summit Asset Management
Tennessee
$206K -$181K -6,750 -47%
CIAS
336
Capital Investment Advisory Services
North Carolina
$200K
NFG
337
Next Financial Group
Texas
$167K +$3.77K +140 +2%
SQA
338
Simon Quick Advisors
New Jersey
$159K +$7.49K +278 +5%
FRA
339
Front Row Advisors
California
$157K
GWS
340
Glassman Wealth Services
Virginia
$156K -$6.04K -224 -4%
VNA
341
Valley National Advisers
Pennsylvania
$149K -$2.75K -102 -2%
Wells Fargo
342
Wells Fargo
California
$146K +$57.6K +2,142 +65%
CWM
343
Cedar Wealth Management
California
$144K +$91.4K +3,400 +174%
RCA
344
Rowland Carmichael Advisors
Arizona
$140K +$19.4K +720 +16%
GWM
345
Geneos Wealth Management
Colorado
$137K +$2.41K +90 +2%
FA
346
Fortis Advisors
Pennsylvania
$131K +$10.2K +380 +8%
LWM
347
Liberty Wealth Management
California
$129K +$115K +4,272 +812%
HI
348
Hudock Inc
Pennsylvania
$118K -$27.5K -1,026 -19%
HWA
349
Heritage Wealth Advisors
Virginia
$116K -$64.7K -2,410 -36%
GIP
350
Granite Investment Partners
California
$111K