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Schwab US Aggregate Bond ETF

566 hedge funds and large institutions have $4.54B invested in Schwab US Aggregate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 253 increasing their positions, 200 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
-21
Holders Change %
-3.58%
% of All Funds
8.21%
Holding in Top 10
49
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-15.52%
% of All Funds
0.71%
New
44
Increased
253
Reduced
200
Closed
54
Calls
$28K
Puts
$166K
Net Calls
-$138K
Net Calls Change
-$194K
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
351
Sawgrass Asset Management
Florida
$532K
BSW
352
Buckingham Strategic Wealth
Missouri
$529K +$16.2K +704 +3%
RC
353
Roundview Capital
New Jersey
$522K +$152K +6,622 +41%
Truist Financial
354
Truist Financial
North Carolina
$519K -$215K -9,362 -29%
HWMA
355
Heritage Wealth Management (Arizona)
Arizona
$517K +$5.47K +238 +1%
SFA
356
Semmax Financial Advisors
North Carolina
$514K +$158K +7,002 +45%
Citadel Advisors
357
Citadel Advisors
Florida
$508K -$864K -37,586 -63%
KPWS
358
Kestra Private Wealth Services
Texas
$505K -$24.3K -1,056 -5%
AIP
359
Ameritas Investment Partners
Nebraska
$498K -$67.8K -2,948 -12%
PFA
360
Pure Financial Advisors
California
$495K -$828 -36 -0.2%
CWM
361
Cahaba Wealth Management
Georgia
$491K +$3.13K +136 +0.6%
ACMA
362
Arbor Capital Management (Alaska)
Alaska
$489K -$9.88K -436 -2%
WFAG
363
Worth Financial Advisory Group
North Carolina
$489K +$489K +21,240 New
LAM
364
Lewis Asset Management
California
$488K -$21.6K -940 -4%
NHFG
365
New Harbor Financial Group
Massachusetts
$481K
SL
366
SWMG LLC
Texas
$478K +$142K +6,190 +42%
W
367
WealthCollab
Washington
$475K
Susquehanna International Group
368
Susquehanna International Group
Pennsylvania
$474K +$21.9K +952 +5%
ACA
369
American Capital Advisory
Idaho
$473K +$11.8K +504 +3%
WFS
370
Walker Financial Services
Kentucky
$472K +$19.4K +844 +4%
RFN
371
RDA Financial Network
Iowa
$470K +$20.7K +902 +5%
EWA
372
EverSource Wealth Advisors
Alabama
$458K +$93.3K +4,176 +26%
SPWG
373
Syntegra Private Wealth Group
Missouri
$457K +$1.2K +52 +0.3%
FC
374
Financial Consulate
Maryland
$452K
CAL
375
Capital Advisors Ltd
Ohio
$452K