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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.

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 Market Value Shares Shares
Change
Shares
Change %
IA
426
Independence Advisors
Pennsylvania
$17K 299 -10 -3%
BCM
427
Bourgeon Capital Management
Connecticut
$17K 300
CIA
428
Cascade Investment Advisors
Oregon
$16.9K 300
SWA
429
Sutton Wealth Advisors
Florida
$15.1K 268
OPS
430
Orion Portfolio Solutions
Nebraska
$15K 261
LWM
431
Liberty Wealth Management
California
$15K 267
CWM
432
Cedar Wealth Management
California
$13K 227 -56 -20%
CHA
433
Carmichael Hill & Associates
Maryland
$13K 228 -42 -16%
LWM
434
Lenox Wealth Management
Ohio
$13K 239 +85 +55%
MCM
435
Manchester Capital Management
Vermont
$13K 225 +225 New
Citigroup
436
Citigroup
New York
$12K 205 -11 -5%
SFSG
437
Stearns Financial Services Group
North Carolina
$12K 219 +1 +0.5%
CA
438
Clearstead Advisors
Ohio
$11K 194 -132 -40%
MAWCM
439
Mine & Arao Wealth Creation & Management
California
$9K 152
BFIM
440
Beese Fulmer Investment Management
Ohio
$9K 162 +162 New
Rockefeller Capital Management
441
Rockefeller Capital Management
New York
$8K 150
TL
442
TrueWealth LLC
Georgia
$7K 123 -22 -15%
PFGIA
443
Patriot Financial Group Insurance Agency
Massachusetts
$6K 106 -16 -13%
HCM
444
Horrell Capital Management
Arkansas
$5K 87
ClearBridge Investments
445
ClearBridge Investments
New York
$5K 95
FCA
446
FinTrust Capital Advisors
South Carolina
$4K 68
SWM
447
Selective Wealth Management
Virginia
$3K 62
AC
448
AlphaCore Capital
California
$3K 60
IF
449
Ironwood Financial
Arizona
$3K 58
JFA
450
JNBA Financial Advisors
Minnesota
$3K 50