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Schwab US Aggregate Bond ETF

401 hedge funds and large institutions have $2.68B invested in Schwab US Aggregate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 209 increasing their positions, 107 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
+5
Holders Change %
+1.26%
% of All Funds
8.72%
Holding in Top 10
47
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.82%
% of All Funds
1.02%
New
41
Increased
209
Reduced
107
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PO
351
Private Ocean
California
$68K -$6.13K -234 -8%
OIA
352
Optimum Investment Advisors
Illinois
$68K +$1.64K +62 +2%
VCM
353
Versant Capital Management
Arizona
$56K +$8.36K +316 +18%
CCM
354
Covington Capital Management
California
$52K
MWC
355
MKD Wealth Coaches
Michigan
$52K +$788 +30 +2%
CWM
356
Cedar Wealth Management
California
$52K +$8.57K +322 +20%
AOWM
357
Alpha Omega Wealth Management
Virginia
$50K
SFSG
358
Stearns Financial Services Group
North Carolina
$40K +$22.6K +856 +130%
Deutsche Bank
359
Deutsche Bank
Germany
$38K -$507K -19,202 -93%
LWM
360
Lenox Wealth Management
Ohio
$27K
RFM
361
Royal Fund Management
Florida
$26K +$26K +982 New
BC
362
Barnett & Company
Tennessee
$21K
SFSIG
363
San Francisco Sentry Investment Group
California
$21K
TCM
364
Tradewinds Capital Management
Washington
$20K +$54 +2 +0.3%
BFEC
365
Benjamin F. Edwards & Company
Missouri
$20K +$1.08K +40 +6%
SFG
366
SevenBridge Financial Group
Pennsylvania
$20K +$20K +748 New
CAC
367
Certified Advisory Corp
Florida
$16K +$106 +4 +0.7%
TFA
368
Transamerica Financial Advisors
Florida
$15K +$15K +546 New
Citigroup
369
Citigroup
New York
$14K -$8.68K -316 -38%
VFA
370
Valeo Financial Advisors
Indiana
$14K -$1.96K -76 -12%
LWM
371
Liberty Wealth Management
California
$14K
US Bancorp
372
US Bancorp
Minnesota
$14K +$7.84K +290 +127%
SWA
373
Sutton Wealth Advisors
Florida
$13.4K
JFA
374
JNBA Financial Advisors
Minnesota
$12K
CJA
375
C-J Advisory
California
$12K