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Schwab US Aggregate Bond ETF

532 hedge funds and large institutions have $3.96B invested in Schwab US Aggregate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 165 increasing their positions, 256 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
-7
Holders Change %
-1.3%
% of All Funds
9%
Holding in Top 10
60
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.01%
New
54
Increased
165
Reduced
256
Closed
56
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFS
426
CRA Financial Services
New Jersey
$203K -$13K -544 -6%
UB
427
UMB Bank
Missouri
$189K -$135K -5,628 -42%
TFA
428
Toth Financial Advisory
Virginia
$188K -$9.74K -406 -5%
IRC
429
Investors Research Corp
Georgia
$188K -$7.33K -306 -4%
SWM
430
Spire Wealth Management
Virginia
$187K -$154K -6,456 -45%
OIA
431
Optimum Investment Advisors
Illinois
$179K -$576 -24 -0.3%
LFG
432
Larson Financial Group
Missouri
$178K -$24.1K -1,010 -12%
TWM
433
Tradition Wealth Management
Minnesota
$175K
CSPIA
434
Cary Street Partners Investment Advisory
Virginia
$173K +$173K +7,216 New
AF
435
Allworth Financial
California
$148K +$908 +38 +0.6%
PWMG
436
Prestige Wealth Management Group
New Jersey
$147K +$53.6K +2,242 +57%
SPIA
437
Steward Partners Investment Advisory
New York
$142K -$315K -13,146 -69%
FRA
438
Front Row Advisors
California
$140K
LB
439
Legacy Bridge
Iowa
$123K
Carson Wealth (CWM LLC)
440
Carson Wealth (CWM LLC)
Nebraska
$122K +$73.2K +3,052 +150%
PFA
441
Professional Financial Advisors
Nebraska
$118K +$89.2K +3,734 +310%
HDIM
442
Hanson & Doremus Investment Management
Vermont
$115K -$254K -10,560 -69%
BC
443
Burleson & Co
California
$112K
HS
444
Horan Securities
United States
$108K +$19.4K +810 +22%
GWM
445
Geneos Wealth Management
Colorado
$106K -$15K -630 -12%
OLVIG
446
Oliver Lagore Vanvalin Investment Group
Michigan
$106K +$78K +3,260 +279%
WOSD
447
WFA of San Diego
California
$100K +$100K +4,158 New
GIP
448
Granite Investment Partners
California
$98K
WFA
449
West Financial Advisors
Iowa
$94K -$183K -7,674 -66%
TAM
450
Townsend Asset Management
North Carolina
$93K +$382 +16 +0.4%