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Schwab US Aggregate Bond ETF

404 hedge funds and large institutions have $3.05B invested in Schwab US Aggregate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 210 increasing their positions, 122 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
+3
Holders Change %
+0.75%
% of All Funds
8.87%
Holding in Top 10
48
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.13%
% of All Funds
1.05%
New
32
Increased
210
Reduced
122
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFGS
376
Concourse Financial Group Securities
Alabama
$18K +$15K +544 +495%
CIA
377
Cascade Investment Advisors
Oregon
$16.2K +$16.2K +600 New
CAC
378
Certified Advisory Corp
Florida
$16K +$105 +4 +0.7%
CDIA
379
Capital Directions Investment Advisors
Georgia
$16K +$12.7K +478 +392%
BCM
380
Bourgeon Capital Management
Connecticut
$16K +$16K +600 New
SWA
381
Sutton Wealth Advisors
Florida
$14.3K +$754 +28 +6%
VFA
382
Valeo Financial Advisors
Indiana
$14K -$590 -22 -4%
MPWT
383
MassMutual Private Wealth & Trust
Connecticut
$14K +$14K +524 New
JFA
384
JNBA Financial Advisors
Minnesota
$12K
SPIA
385
Steward Partners Investment Advisory
New York
$9K
EWM
386
Elmwood Wealth Management
California
$9K
William Blair & Company
387
William Blair & Company
Illinois
$8K
Fidelity Investments
388
Fidelity Investments
Massachusetts
$7K +$7K +270 New
MG
389
MilWealth Group
Wisconsin
$6.08K +$54 +2 +0.9%
US Bancorp
390
US Bancorp
Minnesota
$6K -$7.63K -290 -56%
ClearBridge Investments
391
ClearBridge Investments
New York
$5K
HCM
392
Horrell Capital Management
Arkansas
$5K
FCA
393
FinTrust Capital Advisors
South Carolina
$4K
PFGIA
394
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$4K +158 New
SJIM
395
St. Johns Investment Management
Florida
$3K
TIM
396
Tortoise Investment Management
New York
$3K
IF
397
Ironwood Financial
Arizona
$3K
TL
398
TrueWealth LLC
Georgia
$3K
SWM
399
Selective Wealth Management
Virginia
$3K +$3K +122 New
CAGAS
400
Capital Advisory Group Advisory Services
Minnesota
$2K