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Schwab US Aggregate Bond ETF

566 hedge funds and large institutions have $4.54B invested in Schwab US Aggregate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 253 increasing their positions, 200 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
-21
Holders Change %
-3.58%
% of All Funds
8.21%
Holding in Top 10
49
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-15.52%
% of All Funds
0.71%
New
44
Increased
253
Reduced
200
Closed
54
Calls
$28K
Puts
$166K
Net Calls
-$138K
Net Calls Change
-$194K
Name Holding Trade Value Shares
Change
Shares
Change %
WA
426
Wealth Alliance
New York
$300K +$300K +13,054 New
AWM
427
Apollon Wealth Management
South Carolina
$296K +$21.3K +924 +8%
TYCC
428
Texas Yale Capital Corp
Florida
$296K +$296K +12,868 New
CWM
429
Certus Wealth Management
California
$292K -$6.32K -280 -2%
SFA
430
Souders Financial Advisors
Ohio
$291K -$70.2K -3,050 -19%
MCM
431
MidAtlantic Capital Management
Virginia
$289K
CCA
432
Cobblestone Capital Advisors
New York
$287K -$6.16K -268 -2%
QCMNJ
433
Quantum Capital Management (New Jersey)
New Jersey
$286K -$4.6K -200 -2%
OWM
434
Opes Wealth Management
California
$280K -$63K -2,738 -18%
WAM
435
Worth Asset Management
Texas
$277K -$163K -7,098 -37%
BTWM
436
Baker Tilly Wealth Management
Wisconsin
$275K -$145K -6,296 -34%
AWA
437
Acorn Wealth Advisors
Michigan
$273K -$1.93K -84 -0.7%
CPA
438
Cardiff Park Advisors
California
$269K +$1.7K +74 +0.6%
WF
439
Whelan Financial
California
$269K -$12.6K -546 -4%
T
440
TCWP
Ohio
$268K -$122K -5,296 -31%
PSCM
441
Per Stirling Capital Management
Texas
$268K +$47.1K +2,050 +21%
SWM
442
Spire Wealth Management
Virginia
$265K +$20.6K +894 +8%
FCIM
443
Fairview Capital Investment Management
California
$263K -$78.2K -3,400 -23%
Corient Private Wealth
444
Corient Private Wealth
Florida
$262K -$45.6K -1,982 -15%
PCWA
445
Pacific Capital Wealth Advisors
California
$253K
ALWM
446
Andrews Lucia Wealth Management
California
$248K
WS
447
Wedbush Securities
California
$246K -$6.98K -304 -3%
Comerica Bank
448
Comerica Bank
Texas
$242K +$11.5K +500 +5%
RCA
449
Resonant Capital Advisors
Wisconsin
$239K +$239K +10,396 New
EA
450
Evolution Advisers
Virginia
$238K +$460 +20 +0.2%