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Schwab US Aggregate Bond ETF

457 hedge funds and large institutions have $3.31B invested in Schwab US Aggregate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 206 increasing their positions, 128 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
457
Holders Change
+53
Holders Change %
+13.12%
% of All Funds
9.02%
Holding in Top 10
52
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.33%
% of All Funds
1.03%
New
79
Increased
206
Reduced
128
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAC
426
Certified Advisory Corp
Florida
$16K +$156 +6 +1%
WHG
427
Westwood Holdings Group
Texas
$16K +$16K +608 New
SFSG
428
Stearns Financial Services Group
North Carolina
$15K -$28.5K -1,094 -66%
SWA
429
Sutton Wealth Advisors
Florida
$14.2K
LWM
430
Liberty Wealth Management
California
$14K -$112K -4,264 -89%
CHA
431
Carmichael Hill & Associates
Maryland
$14K +$14K +538 New
Citigroup
432
Citigroup
New York
$13K -$36.8K -1,426 -74%
NDSI
433
Newman Dignan & Sheerar Inc
Rhode Island
$10.3K +$400 +14,976 +4%
SIM
434
Sonora Investment Management
Arizona
$10K +$10K +380 New
HNB
435
Huntington National Bank
Ohio
$9K
LWM
436
Lenox Wealth Management
Ohio
$8K -$11.6K -426 -59%
William Blair & Company
437
William Blair & Company
Illinois
$8K
PFGIA
438
Patriot Financial Group Insurance Agency
Massachusetts
$7K +$2.47K +86 +54%
IFWM
439
Institute for Wealth Management
Colorado
$7K +$7K +258 New
MG
440
MilWealth Group
Wisconsin
$6.09K +$53 +2 +0.9%
TIM
441
Tortoise Investment Management
New York
$6K +$2.67K +96 +80%
ClearBridge Investments
442
ClearBridge Investments
New York
$5K
HCM
443
Horrell Capital Management
Arkansas
$5K
TL
444
TrueWealth LLC
Georgia
$5K +$2.5K +102 +100%
FCA
445
FinTrust Capital Advisors
South Carolina
$4K
HWA
446
HCR Wealth Advisors
California
$4K +$4K +132 New
AIC
447
Archer Investment Corporation
Indiana
$4K +$4K +152 New
JFA
448
JNBA Financial Advisors
Minnesota
$3K -$10.8K -360 -78%
SWM
449
Selective Wealth Management
Virginia
$3K
SJIM
450
St. Johns Investment Management
Florida
$3K