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Schwab US Aggregate Bond ETF

485 hedge funds and large institutions have $4.51B invested in Schwab US Aggregate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 199 increasing their positions, 173 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
485
Holders Change
-14
Holders Change %
-2.81%
% of All Funds
8.47%
Holding in Top 10
52
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4%
% of All Funds
0.91%
New
40
Increased
199
Reduced
173
Closed
47
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BC
401
Burleson & Co
California
$142K -$817 -30 -0.6%
VNA
402
Valley National Advisers
Pennsylvania
$142K
VCM
403
Versant Capital Management
Arizona
$142K +$3.55K +130 +3%
LB
404
Legacy Bridge
Iowa
$140K
GWM
405
Geneos Wealth Management
Colorado
$138K
BCM
406
Blume Capital Management
California
$137K -$16.3K -600 -11%
CAAS
407
Capital Asset Advisory Services
Michigan
$119K
SCA
408
Stonebridge Capital Advisors
Minnesota
$119K +$59.7K +2,184 +101%
CWM
409
Cedar Wealth Management
California
$117K +$86.3K +3,174 +281%
GIP
410
Granite Investment Partners
California
$112K
BW
411
Bison Wealth
Georgia
$109K -$5.8K -212 -5%
RPCA
412
Running Point Capital Advisors
California
$109K
Carson Wealth (CWM LLC)
413
Carson Wealth (CWM LLC)
Nebraska
$107K
TAM
414
Townsend Asset Management
North Carolina
$106K +$382 +14 +0.4%
TFS
415
TrustCore Financial Services
Tennessee
$103K
US Bancorp
416
US Bancorp
Minnesota
$98K -$328 -12 -0.3%
HS
417
Horan Securities
United States
$97K -$7.04K -258 -7%
WWM
418
Wagner Wealth Management
South Carolina
$90K +$55 +2 +0.1%
Fidelity Investments
419
Fidelity Investments
Massachusetts
$88K +$73.5K +2,704 +508%
HWA
420
Heritage Wealth Advisors
Virginia
$79.2K
FHA
421
First Horizon Advisors
Tennessee
$79K
AWG
422
Altus Wealth Group
Colorado
$78K
PNC Financial Services Group
423
PNC Financial Services Group
Pennsylvania
$74K +$74K +2,706 New
CCP
424
Clarkston Capital Partners
Michigan
$73K
TWA
425
TCI Wealth Advisors
Arizona
$69K +$1.64K +60 +2%