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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 %
FA
451
Fortis Advisors
Pennsylvania
$92K +$22.6K +940 +32%
AWM
452
Aspire Wealth Management
Massachusetts
$90K +$4.18K +174 +5%
VCM
453
Versant Capital Management
Arizona
$88K -$25.4K -1,068 -22%
AA
454
Atmos Advisory
Pennsylvania
$78K -$5.25K -222 -6%
TFS
455
TrustCore Financial Services
Tennessee
$73K -$14.4K -600 -17%
MHR
456
Matthew Hamilton Rosenberg
$68K
CA
457
Clearstead Advisors
Ohio
$67K -$5.47K -228 -8%
CHA
458
Carmichael Hill & Associates
Maryland
$63K
TWA
459
TCI Wealth Advisors
Arizona
$60K +$95 +4 +0.2%
PNC Financial Services Group
460
PNC Financial Services Group
Pennsylvania
$55K
BIA
461
Bell Investment Advisors
California
$52K +$52K +2,156 New
TFP
462
Tilia Fiduciary Partners
North Carolina
$49K -$9.42K -394 -16%
WWM
463
Wagner Wealth Management
South Carolina
$49K +$1.34K +56 +3%
CFGS
464
Concourse Financial Group Securities
Alabama
$48K -$2.63K -110 -5%
CCM
465
Covington Capital Management
California
$47K
SIC
466
Salem Investment Counselors
North Carolina
$46K +$2.89K +120 +7%
CFO
467
CVA Family Office
Colorado
$40K
CA
468
CoreCap Advisors
Michigan
$40K +$40K +1,658 New
PO
469
Private Ocean
California
$39K
JWBC
470
John W. Brooker & Co
California
$38K -$169K -7,126 -82%
DWP
471
Destiny Wealth Partners
Florida
$37K
National Bank of Canada
472
National Bank of Canada
Quebec, Canada
$35K
MIM
473
Macroview Investment Management
Maryland
$35K +$194 +8 +0.6%
PIP
474
Peachtree Investment Partners
Florida
$31K
CCA
475
Column Capital Advisors
Indiana
$29K