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Schwab US Aggregate Bond ETF

532 hedge funds and large institutions have $3.96B invested in Schwab US Aggregate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 165 increasing their positions, 256 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
-7
Holders Change %
-1.3%
% of All Funds
9%
Holding in Top 10
60
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.01%
New
54
Increased
165
Reduced
256
Closed
56
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
QCG
376
Quadrant Capital Group
Ohio
$284K -$18K -752 -6%
FHC
377
Fort Henry Capital
West Virginia
$282K +$57.9K +2,416 +26%
CIP
378
Capital Insight Partners
Arizona
$281K +$46.1K +1,926 +20%
FHA
379
Flagship Harbor Advisors
Massachusetts
$275K -$19.2K -800 -7%
RWM
380
RBA Wealth Management
California
$274K -$19.5K -816 -7%
AFS
381
Access Financial Services
Minnesota
$274K
CSIA
382
Charles Schwab Investment Advisory
California
$267K -$233K -9,748 -47%
AP
383
Appleton Partners
Massachusetts
$267K -$215K -8,970 -45%
US Bancorp
384
US Bancorp
Minnesota
$266K +$192K +8,002 +257%
CPA
385
Cardiff Park Advisors
California
$265K +$1.53K +64 +0.6%
SFG
386
StrategIQ Financial Group
Indiana
$261K -$19.6K -816 -7%
QCMNJ
387
Quantum Capital Management (New Jersey)
New Jersey
$261K -$1.72K -72 -0.7%
IFA
388
Index Fund Advisors
California
$255K -$136K -5,688 -35%
RPA
389
Rock Point Advisors
Vermont
$255K -$240 -10 -0.1%
MWM
390
Meridian Wealth Management
Kentucky
$255K +$49K +2,042 +24%
ACP
391
Arcus Capital Partners
Georgia
$253K +$253K +10,566 New
APA
392
American Portfolios Advisors
New York
$252K -$18.9K -790 -7%
FWM
393
Frontier Wealth Management
Missouri
$252K +$383 +16 +0.2%
OAJ
394
Ogorek Anthony Joseph
New York
$249K -$452K -18,926 -64%
Prudential Financial
395
Prudential Financial
New Jersey
$249K -$46.8K -1,960 -16%
HWMA
396
Heritage Wealth Management (Arizona)
Arizona
$249K -$1.06M -44,142 -81%
EHC
397
Everett Harris & Co
California
$247K
ICG
398
InterOcean Capital Group
Tennessee
$247K +$247K +10,302 New
BC
399
Bowman & Company
Wisconsin
$245K +$245K +10,242 New
WAM
400
Worth Asset Management
Texas
$244K