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Schwab US Aggregate Bond ETF

506 hedge funds and large institutions have $4.29B invested in Schwab US Aggregate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 222 increasing their positions, 148 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
506
Holders Change
+46
Holders Change %
+10%
% of All Funds
8.98%
Holding in Top 10
54
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.88%
% of All Funds
0.96%
New
75
Increased
222
Reduced
148
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VNA
426
Valley National Advisers
Pennsylvania
$146K
LB
427
Legacy Bridge
Iowa
$144K
WWM
428
Wagner Wealth Management
South Carolina
$138K +$138K +4,914 New
BW
429
Bison Wealth
Georgia
$118K
GIP
430
Granite Investment Partners
California
$115K
HWA
431
Heritage Wealth Advisors
Virginia
$115K +$5.11K +182 +5%
HS
432
Horan Securities
United States
$114K -$1.91K -68 -2%
CAL
433
Capital Analysts LLC
Pennsylvania
$110K
TAM
434
Townsend Asset Management
North Carolina
$108K -$2.63K -94 -2%
TFS
435
TrustCore Financial Services
Tennessee
$108K +$79.3K +2,820 +276%
Carson Wealth (CWM LLC)
436
Carson Wealth (CWM LLC)
Nebraska
$107K
US Bancorp
437
US Bancorp
Minnesota
$102K +$102K +3,650 +26,071%
HI
438
Human Investing
Oregon
$101K +$3.85K +138 +4%
VCM
439
Versant Capital Management
Arizona
$85K +$7.99K +288 +10%
PCIA
440
Prime Capital Investment Advisors
Kansas
$82K +$32.5K +1,160 +66%
FHA
441
First Horizon Advisors
Tennessee
$81K
DWP
442
Destiny Wealth Partners
Florida
$81K +$81K +2,908 New
AWG
443
Altus Wealth Group
Colorado
$80K +$80K +2,866 New
TWA
444
TCI Wealth Advisors
Arizona
$69K
SIM
445
Sonora Investment Management
Arizona
$69K +$69K +2,450 New
CFGS
446
Concourse Financial Group Securities
Alabama
$67K +$621 +22 +0.9%
TCWA
447
Ten Capital Wealth Advisors
Washington
$65K +$65K +2,334 New
RCA
448
Rowland Carmichael Advisors
Arizona
$64K -$20.9K -746 -25%
PP
449
PrairieView Partners
Minnesota
$63K -$3.93K -140 -6%
CCM
450
Covington Capital Management
California
$55K