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Schwab US Aggregate Bond ETF

530 hedge funds and large institutions have $4.9B invested in Schwab US Aggregate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 200 increasing their positions, 172 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
530
Holders Change
+39
Holders Change %
+7.94%
% of All Funds
8.19%
Holding in Top 10
57
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+18.75%
% of All Funds
0.88%
New
93
Increased
200
Reduced
172
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SSWM
376
Sheets Smith Wealth Management
North Carolina
$311K -$65.2K -2,418 -17%
BFM
377
Broadview Financial Management
Wisconsin
$309K +$2.1K +78 +0.7%
CMA
378
Cedar Mountain Advisors
Oregon
$309K +$7.92K +294 +3%
AFS
379
Access Financial Services
Minnesota
$308K
APA
380
American Portfolios Advisors
New York
$306K -$485 -18 -0.2%
QCMNJ
381
Quantum Capital Management (New Jersey)
New Jersey
$305K -$7.05K -262 -2%
ACM
382
AlphaStar Capital Management
North Carolina
$302K -$83.9K -3,168 -22%
RK
383
Rather & Kittrell
Tennessee
$302K +$302K +11,180 New
RWA
384
River Wealth Advisors
Pennsylvania
$301K -$63.2K -2,348 -17%
Prudential Financial
385
Prudential Financial
New Jersey
$301K -$7.59K -280 -2%
CIP
386
Capital Insight Partners
Arizona
$299K -$32.8K -1,214 -10%
CPA
387
Cardiff Park Advisors
California
$296K +$296K +10,978 New
Thrivent Financial for Lutherans
388
Thrivent Financial for Lutherans
Minnesota
$295K -$312K
AWM
389
Altavista Wealth Management
North Carolina
$294K
FHC
390
Fort Henry Capital
West Virginia
$292K +$12.9K +480 +5%
JWBC
391
John W. Brooker & Co
California
$289K -$19.8K -734 -6%
RPA
392
Rock Point Advisors
Vermont
$286K
GMA
393
Goldstein Munger & Associates
California
$282K -$539 -20 -0.2%
SB
394
Strategic Blueprint
Georgia
$281K +$41.5K +1,538 +17%
EHC
395
Everett Harris & Co
California
$278K
CFS
396
CRA Financial Services
New Jersey
$276K -$147K -5,466 -35%
CIAS
397
Capital Investment Advisory Services
North Carolina
$273K
BDF
398
Black Diamond Financial
Maryland
$273K +$10.1K +376 +4%
Neuberger Berman Group
399
Neuberger Berman Group
New York
$272K
SA
400
SRH Advisors
Kansas
$271K