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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 %
NG
401
NWK Group
California
$63K
MIM
402
Macroview Investment Management
Maryland
$61K -$22.6K -830 -27%
VCM
403
Versant Capital Management
Arizona
$60K +$161 +6 +0.3%
RCA
404
Rowland Carmichael Advisors
Arizona
$59K
MFT
405
Moisand Fitzgerald Tamayo
Florida
$55K -$33.7K -1,240 -38%
CCM
406
Covington Capital Management
California
$53K
AA
407
Advisory Alpha
Michigan
$51.8K +$51.8K +1,908 New
MHR
408
Matthew Hamilton Rosenberg
$51K +$51K +1,870 New
PCM
409
Penserra Capital Management
California
$47K +$47K +1,728 New
PO
410
Private Ocean
California
$39K +$108 +4 +0.3%
AWM
411
Atticus Wealth Management
Florida
$39K +$14.8K +538 +61%
MWM
412
MBE Wealth Management
Wisconsin
$37K +$37K +1,392 New
EFSCE
413
Enterprise Financial Services Corp (EFSC)
Missouri
$35K -$65.7K -2,456 -65%
ICM
414
Islay Capital Management
Texas
$35K -$6.8K -252 -16%
PIP
415
Peachtree Investment Partners
Florida
$35K
Fifth Third Bancorp
416
Fifth Third Bancorp
Ohio
$33K +$31.9K +1,174 +2,935%
BAM
417
Bellevue Asset Management
Washington
$31K
CCA
418
Column Capital Advisors
Indiana
$30K +$5.95K +220 +25%
AF
419
Allworth Financial
California
$28K -$370K -13,646 -93%
TFS
420
TrustCore Financial Services
Tennessee
$25K -$3.52K -130 -12%
VFA
421
Valeo Financial Advisors
Indiana
$21K +$3.79K +140 +22%
TCM
422
Tradewinds Capital Management
Washington
$20K +$53 +2 +0.3%
CI
423
Cordant Inc
Oregon
$19K -$3.56K -132 -16%
CFGS
424
Concourse Financial Group Securities
Alabama
$18K +$55 +2 +0.3%
CA
425
Clearstead Advisors
Ohio
$18K +$18K +652 New