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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 %
MA
326
MCF Advisors
Kentucky
$364K -$403K -14,946 -53%
FA
327
Faithward Advisors
Pennsylvania
$356K +$356K +13,182 New
CWM
328
Curi Wealth Management
North Carolina
$354K +$94K +3,490 +36%
WFA
329
West Financial Advisors
Iowa
$351K +$15.7K +582 +5%
BWA
330
Burt Wealth Advisors
Maryland
$351K +$21.4K +792 +6%
FLA
331
Financial Life Advisors
Texas
$345K +$73K +2,708 +27%
FHA
332
Flagship Harbor Advisors
Massachusetts
$342K -$8.48K -314 -2%
UFA
333
US Financial Advisors
Massachusetts
$336K
OPA
334
Old Port Advisors
Maine
$332K -$22.5K -834 -6%
BDF
335
Black Diamond Financial
Maryland
$331K +$5.46K +202 +2%
KLI
336
Kelman-Lazarov Inc
Tennessee
$331K +$120K +4,466 +57%
QCMNJ
337
Quantum Capital Management (New Jersey)
New Jersey
$328K -$6.84K -254 -2%
RMDI
338
R.M. Davis Inc
Maine
$324K
JWBC
339
John W. Brooker & Co
California
$320K -$5.34K -198 -2%
SAF
340
Smith Anglin Financial
Texas
$319K -$14.8M -549,796 -98%
SFP
341
Strategic Financial Planning
Texas
$315K +$108 +4 +0%
QCG
342
Quadrant Capital Group
Ohio
$312K -$10.5K -388 -3%
IWC
343
Integrated Wealth Concepts
Massachusetts
$312K +$312K +11,562 New
Deutsche Bank
344
Deutsche Bank
Germany
$309K -$586K -21,722 -65%
OC
345
Oarsman Capital
Wisconsin
$308K -$99.5K -3,692 -24%
AFS
346
Access Financial Services
Minnesota
$308K +$16.2K +600 +6%
OAJ
347
Ogorek Anthony Joseph
New York
$300K +$862 +32 +0.3%
BFM
348
Broadview Financial Management
Wisconsin
$298K -$830K -30,798 -74%
VV
349
Verity & Verity
South Carolina
$298K
RWA
350
RGT Wealth Advisors
Texas
$297K +$3.51K +130 +1%