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Schwab US Aggregate Bond ETF

540 hedge funds and large institutions have $4.06B invested in Schwab US Aggregate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 222 increasing their positions, 207 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
+3
Holders Change %
+0.56%
% of All Funds
8.52%
Holding in Top 10
56
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-9.68%
% of All Funds
0.88%
New
46
Increased
222
Reduced
207
Closed
40
Calls
Puts
$203K
Net Calls
-$203K
Net Calls Change
+$698K
Name Holding Trade Value Shares
Change
Shares
Change %
IRC
451
Investors Research Corp
Georgia
$181K
EA
452
Evolution Advisers
Virginia
$176K -$415 -18 -0.2%
CIAS
453
Capital Investment Advisory Services
North Carolina
$176K -$12.5K -542 -7%
TFA
454
Toth Financial Advisory
Virginia
$158K
RDIA
455
RE Dickinson Investment Advisors
Iowa
$145K -$37.5K -1,626 -21%
FRA
456
Front Row Advisors
California
$135K +$46 +2 +0%
William Blair & Company
457
William Blair & Company
Illinois
$131K +$99.6K +4,314 +316%
BA
458
Bristlecone Advisors
Washington
$130K
LB
459
Legacy Bridge
Iowa
$118K
SPIA
460
Steward Partners Investment Advisory
New York
$117K -$3.97K -172 -3%
UB
461
UMB Bank
Missouri
$115K +$55.4K +2,402 +92%
BlackRock
462
BlackRock
New York
$114K -$1.31M -56,964 -92%
2L
463
25 LLC
Missouri
$114K +$4.77K +206 +4%
AW
464
Avion Wealth
Texas
$111K
OLVIG
465
Oliver Lagore Vanvalin Investment Group
Michigan
$101K +$508 +22 +0.5%
CSPIA
466
Cary Street Partners Investment Advisory
Virginia
$101K
TAM
467
Townsend Asset Management
North Carolina
$92.6K -$19K -822 -17%
GIP
468
Granite Investment Partners
California
$87.2K -$7.02K -304 -7%
DZ Bank
469
DZ Bank
Germany
$85.4K +$54.3K +2,354 +175%
CA
470
Clearstead Advisors
Ohio
$82.4K +$277 +12 +0.3%
EWA
471
EverSource Wealth Advisors
Alabama
$67.1K -$22.7K -982 -25%
WOSD
472
WFA of San Diego
California
$66.3K +$66.3K +2,872 New
NA
473
NewEdge Advisors
Louisiana
$64.1K +$92 +4 +0.1%
CHA
474
Carmichael Hill & Associates
Maryland
$60.9K
IGWM
475
ICA Group Wealth Management
Colorado
$60.4K