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Schwab US Aggregate Bond ETF

540 hedge funds and large institutions have $4.06B invested in Schwab US Aggregate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 222 increasing their positions, 207 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
+3
Holders Change %
+0.56%
% of All Funds
8.52%
Holding in Top 10
56
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-9.68%
% of All Funds
0.88%
New
46
Increased
222
Reduced
207
Closed
40
Calls
Puts
$203K
Net Calls
-$203K
Net Calls Change
+$698K
Name Holding Trade Value Shares
Change
Shares
Change %
KLI
376
Kelman-Lazarov Inc
Tennessee
$364K +$2.72K +118 +0.8%
SCM
377
Stonehearth Capital Management
Massachusetts
$357K -$5.68K -246 -2%
H
378
HoyleCohen
California
$355K -$4.75K -206 -1%
SFO
379
Stokes Family Office
Louisiana
$353K -$26.5K -1,150 -7%
QCG
380
Quadrant Capital Group
Ohio
$351K +$42.1K +1,826 +14%
ANTB
381
AMG National Trust Bank
Colorado
$350K
AAS
382
Avantax Advisory Services
Texas
$347K +$48.8K +2,116 +16%
WF
383
Whelan Financial
California
$342K -$41.5K -1,798 -11%
AIMC
384
Alley Investment Management Company
Illinois
$325K +$8.17K +354 +3%
Betterment LLC
385
Betterment LLC
New York
$325K +$325K +14,088 New
TWM
386
Triton Wealth Management
Arizona
$318K +$863 +38 +0.3%
CCFM
387
Clear Creek Financial Management
Washington
$316K +$316K +13,700 New
LCM
388
Leisure Capital Management
California
$315K
LF
389
Lee Financial
Texas
$314K -$36.3K -1,572 -10%
MA
390
MKT Advisors
California
$312K +$35.7K +1,556 +13%
RWM
391
RBA Wealth Management
California
$309K -$25.2K -1,090 -8%
CWM
392
Certus Wealth Management
California
$307K +$307K +13,286 New
Prudential Financial
393
Prudential Financial
New Jersey
$306K +$37.7K +1,632 +14%
BJL
394
Brighton Jones LLC
Washington
$305K +$106K +4,578 +53%
GWA
395
Geometric Wealth Advisors
District of Columbia
$304K +$2.4K +104 +0.8%
LWMT
396
Legacy Wealth Management (Tennessee)
Tennessee
$296K -$4.99K -216 -2%
BCM
397
Barden Capital Management
Texas
$296K -$14.8K -640 -5%
QCMNJ
398
Quantum Capital Management (New Jersey)
New Jersey
$286K +$18.7K +812 +7%
XF
399
XML Financial
Maryland
$285K -$17.4K -752 -6%
FHC
400
Fort Henry Capital
West Virginia
$283K