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Schwab US Aggregate Bond ETF

532 hedge funds and large institutions have $3.96B invested in Schwab US Aggregate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 165 increasing their positions, 256 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
-7
Holders Change %
-1.3%
% of All Funds
9%
Holding in Top 10
60
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.01%
New
54
Increased
165
Reduced
256
Closed
56
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GI
326
GS Investments
Minnesota
$440K +$16.5K +680 +4%
SP
327
Successful Portfolios
Florida
$431K -$59.4K -2,486 -12%
GCA
328
Genesee Capital Advisors
New York
$430K -$2.25M -93,850 -84%
MCM
329
Maple Capital Management
Vermont
$429K -$31.3K -1,306 -7%
JWS
330
Juncture Wealth Strategies
Arizona
$420K -$207K -8,650 -33%
AWM
331
Apollon Wealth Management
South Carolina
$417K -$467K -19,552 -53%
RFG
332
Range Financial Group
Oregon
$417K +$60.3K +2,516 +17%
AFA
333
AllGen Financial Advisors
Florida
$411K -$4.02K -168 -1%
SAM
334
Silverhawk Asset Management
Arizona
$411K -$37.6K -1,570 -8%
CWM
335
Curi Wealth Management
North Carolina
$410K -$128K -5,352 -24%
SIA
336
SkyView Investment Advisors
New Jersey
$406K -$23K -960 -5%
FCAG
337
First Capital Advisors Group
New Jersey
$406K +$406K +16,954 New
AWA
338
Aletheian Wealth Advisors
Washington
$406K +$406K +16,964 New
MSFS
339
Main Street Financial Solutions
Pennsylvania
$405K -$29K -1,210 -7%
ACM
340
Advisors Capital Management
New Jersey
$403K +$403K +16,826 New
UWM
341
USAdvisors Wealth Management
Minnesota
$401K -$670 -28 -0.2%
LFS
342
Lutz Financial Services
Nebraska
$392K -$344K -14,340 -47%
MMA
343
Miracle Mile Advisors
California
$391K +$89.1K +3,724 +29%
AL
344
Aspiriant LLC
California
$388K -$45.7K -1,906 -11%
BWA
345
BDO Wealth Advisors
Florida
$385K
JPMorgan Chase & Co
346
JPMorgan Chase & Co
New York
$383K -$15.3K -638 -4%
BS
347
Boenning & Scattergood
Pennsylvania
$383K +$958 +40 +0.3%
Thrivent Financial for Lutherans
348
Thrivent Financial for Lutherans
Minnesota
$378K -$13K -546 -3%
H
349
HoyleCohen
California
$375K +$1.53K +64 +0.4%
PWA
350
Providence Wealth Advisors
Illinois
$371K -$43.2K -1,800 -10%