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Schwab US Aggregate Bond ETF

499 hedge funds and large institutions have $4.19B invested in Schwab US Aggregate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 219 increasing their positions, 171 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
-7
Holders Change %
-1.38%
% of All Funds
8.79%
Holding in Top 10
50
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.41%
% of All Funds
0.88%
New
44
Increased
219
Reduced
171
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWG
426
Altus Wealth Group
Colorado
$78K
FHA
427
First Horizon Advisors
Tennessee
$78K
TCWA
428
Ten Capital Wealth Advisors
Washington
$76K +$13.3K +494 +21%
CAL
429
Capital Analysts LLC
Pennsylvania
$75K -$31.4K -1,158 -29%
CCP
430
Clarkston Capital Partners
Michigan
$72K +$72K +2,686 New
TWA
431
TCI Wealth Advisors
Arizona
$66K
CFGS
432
Concourse Financial Group Securities
Alabama
$64K
PP
433
PrairieView Partners
Minnesota
$59K -$1.46K -54 -2%
SCA
434
Stonebridge Capital Advisors
Minnesota
$59K +$59K +2,172 New
CCM
435
Covington Capital Management
California
$53K
MHR
436
Matthew Hamilton Rosenberg
$50K
FMP
437
Financial Management Professionals
Texas
$44K -$24.2M -893,654 -100%
DWP
438
Destiny Wealth Partners
Florida
$41K -$36.8K -1,376 -47%
VC
439
Vestor Capital
Illinois
$41K
CIR
440
Clear Investment Research
Georgia
$40K
PO
441
Private Ocean
California
$40K +$163 +6 +0.4%
MIM
442
Macroview Investment Management
Maryland
$38K +$162 +6 +0.4%
MFT
443
Moisand Fitzgerald Tamayo
Florida
$36K
PIP
444
Peachtree Investment Partners
Florida
$35K
AWM
445
Activest Wealth Management
Florida
$35K +$35K +1,302 New
MAM
446
McCarthy Asset Management
California
$31K -$1.84K -68 -6%
BAM
447
Bellevue Asset Management
Washington
$30K
CWM
448
Cedar Wealth Management
California
$30K +$18.2K +684 +153%
CCA
449
Column Capital Advisors
Indiana
$29K
AF
450
Allworth Financial
California
$28K