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Schwab US Aggregate Bond ETF

467 hedge funds and large institutions have $3.33B invested in Schwab US Aggregate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 156 increasing their positions, 210 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
+10
Holders Change %
+2.19%
% of All Funds
10.32%
Holding in Top 10
63
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+21.15%
% of All Funds
1.39%
New
58
Increased
156
Reduced
210
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ACA
376
Aptus Capital Advisors
Alabama
$192K -$676K -25,026 -78%
BCM
377
Blume Capital Management
California
$180K -$5.48K -202 -3%
FRA
378
Front Row Advisors
California
$163K
Wells Fargo
379
Wells Fargo
California
$157K -$40.6K -1,496 -21%
GWS
380
Glassman Wealth Services
Virginia
$157K
VNA
381
Valley National Advisers
Pennsylvania
$146K -$1.57K -58 -1%
CIAS
382
CBIZ Investment Advisory Services
Ohio
$140K -$138K
LB
383
Legacy Bridge
Iowa
$139K +$41.5K +1,530 +43%
CF
384
Centaurus Financial
California
$132K
FWM
385
Filbrandt Wealth Management
Wisconsin
$126K -$11.3K -416 -8%
TRCT
386
Tower Research Capital (TRC)
New York
$119K +$119K +4,400 New
HWA
387
Heritage Wealth Advisors
Virginia
$116K -$1.63K -60 -1%
GIP
388
Granite Investment Partners
California
$114K +$827 +30 +0.7%
BW
389
Bison Wealth
Georgia
$114K +$12.1K +444 +12%
TAM
390
Townsend Asset Management
North Carolina
$113K -$3.73K -138 -3%
PMFA
391
Plante Moran Financial Advisors
Michigan
$110K +$19.1K +704 +21%
Carson Wealth (CWM LLC)
392
Carson Wealth (CWM LLC)
Nebraska
$107K
Fidelity Investments
393
Fidelity Investments
Massachusetts
$105K +$60.7K +2,244 +137%
CAL
394
Capital Analysts LLC
Pennsylvania
$96K -$14.2K -524 -13%
HI
395
Human Investing
Oregon
$83K -$34.9K -1,282 -30%
FHA
396
First Horizon Advisors
Tennessee
$79K
SPIA
397
Steward Partners Investment Advisory
New York
$77K
OIA
398
Optimum Investment Advisors
Illinois
$77K +$2.27K +84 +3%
PP
399
PrairieView Partners
Minnesota
$71K +$71K +2,610 New
TWA
400
TCI Wealth Advisors
Arizona
$67K