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Schwab US Aggregate Bond ETF

499 hedge funds and large institutions have $4.19B invested in Schwab US Aggregate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 219 increasing their positions, 171 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
-7
Holders Change %
-1.38%
% of All Funds
8.79%
Holding in Top 10
50
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.41%
% of All Funds
0.88%
New
44
Increased
219
Reduced
171
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TC
401
Truvestments Capital
Florida
$194K -$2.38K -88 -1%
FRA
402
Front Row Advisors
California
$171K +$13.7K +508 +9%
OIA
403
Optimum Investment Advisors
Illinois
$154K +$11K +410 +8%
BCM
404
Blume Capital Management
California
$152K
HFA
405
Hoover Financial Advisors
Pennsylvania
$144K -$148K -5,466 -51%
BC
406
Burleson & Co
California
$142K +$142K +5,246 New
VNA
407
Valley National Advisers
Pennsylvania
$140K -$323 -12 -0.2%
LB
408
Legacy Bridge
Iowa
$138K
GWM
409
Geneos Wealth Management
Colorado
$137K -$302K -11,180 -69%
VCM
410
Versant Capital Management
Arizona
$137K +$54.3K +2,010 +66%
SBSB
411
Sullivan, Bruyette, Speros & Blaney
Virginia
$125K +$125K +4,640 New
BAM
412
Belpointe Asset Management
Nevada
$121K -$827K -30,678 -87%
CAAS
413
Capital Asset Advisory Services
Michigan
$118K +$102K +3,800 +660%
BW
414
Bison Wealth
Georgia
$113K
GIP
415
Granite Investment Partners
California
$111K
Carson Wealth (CWM LLC)
416
Carson Wealth (CWM LLC)
Nebraska
$107K
RPCA
417
Running Point Capital Advisors
California
$107K +$68.5K +2,552 +178%
HI
418
Human Investing
Oregon
$105K +$7.44K +276 +8%
TAM
419
Townsend Asset Management
North Carolina
$104K +$269 +10 +0.3%
HS
420
Horan Securities
United States
$103K -$6.97K -258 -6%
TFS
421
TrustCore Financial Services
Tennessee
$102K -$1.78K -66 -2%
US Bancorp
422
US Bancorp
Minnesota
$98K -$1.69K -62 -2%
WWM
423
Wagner Wealth Management
South Carolina
$89K -$43.6K -1,616 -33%
PCIA
424
Prime Capital Investment Advisors
Kansas
$81K +$1.84K +68 +2%
HWA
425
Heritage Wealth Advisors
Virginia
$78.3K -$32.2K -1,194 -29%