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Schwab US Aggregate Bond ETF

457 hedge funds and large institutions have $3.68B invested in Schwab US Aggregate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 186 increasing their positions, 183 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
457
Holders Change
-10
Holders Change %
-2.14%
% of All Funds
9.39%
Holding in Top 10
53
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-15.87%
% of All Funds
1.09%
New
36
Increased
186
Reduced
183
Closed
43
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PP
401
PrairieView Partners
Minnesota
$69K -$4.51K -160 -6%
TWA
402
TCI Wealth Advisors
Arizona
$69K
VCM
403
Versant Capital Management
Arizona
$63K +$224 +8 +0.4%
OIA
404
Optimum Investment Advisors
Illinois
$62K -$18.7K -662 -23%
RCA
405
Rowland Carmichael Advisors
Arizona
$61K
MIM
406
Macroview Investment Management
Maryland
$56K -$7.04K -250 -11%
CCM
407
Covington Capital Management
California
$55K
MHR
408
Matthew Hamilton Rosenberg
$53K
MFT
409
Moisand Fitzgerald Tamayo
Florida
$49K -$7.41K -266 -13%
AWM
410
Atticus Wealth Management
Florida
$40K -$113 -4 -0.3%
PO
411
Private Ocean
California
$40K +$221 +8 +0.6%
PIP
412
Peachtree Investment Partners
Florida
$37K
CIR
413
Clear Investment Research
Georgia
$37K +$37K +1,324 New
EFSCE
414
Enterprise Financial Services Corp (EFSC)
Missouri
$36K -$903 -32 -2%
Fifth Third Bancorp
415
Fifth Third Bancorp
Ohio
$34K
BAM
416
Bellevue Asset Management
Washington
$31K
CCA
417
Column Capital Advisors
Indiana
$29K -$1.66K -60 -5%
AF
418
Allworth Financial
California
$29K
ICM
419
Islay Capital Management
Texas
$28K -$8.06K -290 -22%
VFA
420
Valeo Financial Advisors
Indiana
$24K +$2.54K +92 +12%
TFS
421
TrustCore Financial Services
Tennessee
$23K -$2.98K -106 -11%
CI
422
Cordant Inc
Oregon
$22K +$2.64K +96 +14%
TCM
423
Tradewinds Capital Management
Washington
$21K +$56 +2 +0.3%
CAM
424
Costello Asset Management
Pennsylvania
$20K +$20K +714 New
CAC
425
Certified Advisory Corp
Florida
$18K +$116 +4 +0.6%