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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 %
IA
426
Independence Advisors
Pennsylvania
$17K -$605 -22 -3%
CAC
427
Certified Advisory Corp
Florida
$17K +$55 +2 +0.3%
CIA
428
Cascade Investment Advisors
Oregon
$16.3K
BCM
429
Bourgeon Capital Management
Connecticut
$16K
CWM
430
Cedar Wealth Management
California
$15K -$20.1K -758 -57%
CHA
431
Carmichael Hill & Associates
Maryland
$15K +$56 +2 +0.4%
SWA
432
Sutton Wealth Advisors
Florida
$14.5K +$109 +4 +0.8%
LWM
433
Liberty Wealth Management
California
$14K
OPS
434
Orion Portfolio Solutions
Nebraska
$14K +$14K +522 New
SFSG
435
Stearns Financial Services Group
North Carolina
$12K -$3.85K -140 -24%
Citigroup
436
Citigroup
New York
$12K -$2K -72 -14%
GI
437
Gradient Investments
Minnesota
$11K -$1.56M -58,016 -99%
AAP
438
Arax Advisory Partners
Colorado
$11K +$11K +392 New
HI
439
Hudock Inc
Pennsylvania
$10K -$109K -4,030 -92%
SIM
440
Sonora Investment Management
Arizona
$10K
HNB
441
Huntington National Bank
Ohio
$9K -$9K
EWM
442
Elmwood Wealth Management
California
$8.98K +$8.98K +352 New
CCMW
443
Cypress Capital Management (Wyoming)
Wyoming
$8K -$596K -22,332 -99%
LWM
444
Lenox Wealth Management
Ohio
$8K +$364 +14 +5%
TL
445
TrueWealth LLC
Georgia
$8K +$2.37K +86 +42%
Rockefeller Capital Management
446
Rockefeller Capital Management
New York
$8K +$8K +300 New
MAWCM
447
Mine & Arao Wealth Creation & Management
California
$8K +$8K +304 New
PFGIA
448
Patriot Financial Group Insurance Agency
Massachusetts
$7K
ClearBridge Investments
449
ClearBridge Investments
New York
$5K
HCM
450
Horrell Capital Management
Arkansas
$5K