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Schwab US Aggregate Bond ETF

539 hedge funds and large institutions have $4.67B invested in Schwab US Aggregate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 182 increasing their positions, 211 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
539
Holders Change
+9
Holders Change %
+1.7%
% of All Funds
8.53%
Holding in Top 10
60
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.26%
% of All Funds
0.95%
New
80
Increased
182
Reduced
211
Closed
61
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SSWM
426
Sheets Smith Wealth Management
North Carolina
$227K -$64.8K -2,560 -22%
FCIM
427
Fairview Capital Investment Management
California
$226K
LWAC
428
Laurel Wealth Advisors (California)
California
$225K -$1.77K -70 -0.8%
CCA
429
Clearwater Capital Advisors
Illinois
$225K +$253 +10 +0.1%
JWBC
430
John W. Brooker & Co
California
$221K -$50.6K -2,000 -19%
PA
431
Pinnacle Associates
New York
$221K -$9.37K -370 -4%
GSC
432
Ground Swell Capital
South Carolina
$220K +$220K +8,688 New
MA
433
MCF Advisors
Kentucky
$219K +$219K +8,658 New
CIAS
434
Capital Investment Advisory Services
North Carolina
$218K -$38.7K -1,528 -15%
MWM
435
Meridian Wealth Management
Kentucky
$217K -$606 -24 -0.3%
RF
436
Resolute Financial
Massachusetts
$217K +$217K +8,576 New
AIM
437
AHL Investment Management
Florida
$216K +$1.56K +62 +0.7%
LFG
438
Larson Financial Group
Missouri
$214K +$304 +12 +0.1%
TFA
439
Toth Financial Advisory
Virginia
$209K -$87.1K -3,436 -29%
FM
440
Foster & Motley
Ohio
$207K +$4.64K +184 +2%
IRC
441
Investors Research Corp
Georgia
$206K
TPW
442
Tiller Private Wealth
Pennsylvania
$206K +$2.28K +90 +1%
SS
443
Simplicity Solutions
Minnesota
$206K +$206K +8,154 New
BJL
444
Brighton Jones LLC
Washington
$205K -$5.37K -212 -3%
SIG
445
Spinnaker Investment Group
California
$204K -$1M -39,766 -83%
OIA
446
Optimum Investment Advisors
Illinois
$189K -$1.57K -62 -0.8%
TWM
447
Tradition Wealth Management
Minnesota
$184K -$123K -4,880 -40%
AF
448
Allworth Financial
California
$156K +$1.17K +46 +0.8%
FFWM
449
Future Financial Wealth Management
Ohio
$153K -$353 -14 -0.2%
FRA
450
Front Row Advisors
California
$147K