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Schwab US Aggregate Bond ETF

491 hedge funds and large institutions have $4.64B invested in Schwab US Aggregate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 196 increasing their positions, 174 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
491
Holders Change
+6
Holders Change %
+1.24%
% of All Funds
8.62%
Holding in Top 10
48
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.69%
% of All Funds
0.84%
New
42
Increased
196
Reduced
174
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CMA
351
Cedar Mountain Advisors
Oregon
$303K -$975 -36 -0.3%
AWM
352
Altavista Wealth Management
North Carolina
$296K
VV
353
Verity & Verity
South Carolina
$295K
FTA
354
Financial & Tax Architects
Missouri
$290K -$10.5M -385,434 -97%
LWMT
355
Legacy Wealth Management (Tennessee)
Tennessee
$289K +$78.3K +2,886 +37%
WI
356
WrapManager Inc
California
$289K +$289K +10,658 New
RPA
357
Rock Point Advisors
Vermont
$288K -$5.43K -200 -2%
GMA
358
Goldstein Munger & Associates
California
$284K +$284K +10,484 New
PFBT
359
Parkside Financial Bank & Trust
Missouri
$282K -$5.15K -190 -2%
OAJ
360
Ogorek Anthony Joseph
New York
$282K +$3.53K +130 +1%
FHC
361
Fort Henry Capital
West Virginia
$281K
WP
362
WealthShield Partners
North Carolina
$279K -$3.98M -146,728 -93%
EHC
363
Everett Harris & Co
California
$279K
AWM
364
Apollon Wealth Management
South Carolina
$278K -$25.4K -936 -8%
BSW
365
Buckingham Strategic Wealth
Missouri
$277K +$7.45K +274 +3%
CIAS
366
Capital Investment Advisory Services
North Carolina
$275K
Neuberger Berman Group
367
Neuberger Berman Group
New York
$274K
DAS
368
Dynamic Advisor Solutions
Arizona
$274K +$72.4K +2,666 +36%
SA
369
SRH Advisors
Kansas
$273K
TSS
370
Two Sigma Securities
New York
$272K +$272K +10,030 New
Mirae Asset Global Investments
371
Mirae Asset Global Investments
South Korea
$271K -$12.9K -474 -5%
PCA
372
Providence Capital Advisors
North Carolina
$267K +$267K +9,836 New
REMPR
373
Roof Eidam Maycock Peralta (REMP)
California
$266K
BDF
374
Black Diamond Financial
Maryland
$264K -$69.7K -2,572 -21%
NGA
375
Naples Global Advisors
Florida
$261K