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Schwab US Aggregate Bond ETF

485 hedge funds and large institutions have $4.51B invested in Schwab US Aggregate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 199 increasing their positions, 173 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
485
Holders Change
-14
Holders Change %
-2.81%
% of All Funds
8.47%
Holding in Top 10
52
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4%
% of All Funds
0.91%
New
40
Increased
199
Reduced
173
Closed
47
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
451
Bourgeon Capital Management
Connecticut
$16K
LWM
452
Liberty Wealth Management
California
$15K +$383 +14 +3%
SWA
453
Sutton Wealth Advisors
Florida
$14.6K
CYG
454
Clean Yield Group
Vermont
$14K +$14K +500 New
AFG
455
Albion Financial Group
Utah
$14K +$14K +526 New
FMP
456
Financial Management Professionals
Texas
$13K -$32.4K -1,160 -71%
Deutsche Bank
457
Deutsche Bank
Germany
$12K -$289K -10,996 -96%
ACA
458
Aptus Capital Advisors
Alabama
$12K +$1.64K +60 +16%
JHCP
459
Jackson Hole Capital Partners
Oklahoma
$10K -$6.14K -232 -38%
TCM
460
Tradewinds Capital Management
Washington
$8K
Rockefeller Capital Management
461
Rockefeller Capital Management
New York
$8K
MAWCM
462
Mine & Arao Wealth Creation & Management
California
$8K
PFGIA
463
Patriot Financial Group Insurance Agency
Massachusetts
$6K -$55 -2 -0.9%
SC
464
Steph & Co
Wisconsin
$6K
FCM
465
Firestone Capital Management
Florida
$6K +$4.25K +146 +243%
LSA
466
Lion Street Advisors
Texas
$5.46K +$5.46K +200 New
HCM
467
Horrell Capital Management
Arkansas
$5K
CFA
468
Carroll Financial Associates
North Carolina
$5K +$5K +190 New
FCA
469
FinTrust Capital Advisors
South Carolina
$4K
GM
470
GeoWealth Management
Illinois
$3K
IF
471
Ironwood Financial
Arizona
$3K
SWM
472
Selective Wealth Management
Virginia
$3K
RA
473
Resolute Advisors
California
$3K
MSFP
474
Mark Sheptoff Financial Planning
Connecticut
$2K
GWS
475
Glassman Wealth Services
Virginia
$2K