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Schwab US Aggregate Bond ETF

592 hedge funds and large institutions have $4.76B invested in Schwab US Aggregate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 241 increasing their positions, 217 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 36

11% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 217

4.89% more ownership

Funds ownership: 119.33%124.22% (+4.9%)

4% more funds holding

Funds holding: 570592 (+22)

5% more capital invested

Capital invested by funds: $4.55B → $4.76B (+$214M)

0% more funds holding in top 10

Funds holding in top 10: 5050 (0)

94% less call options, than puts

Call options by funds: $5K | Put options by funds: $82K

Holders
592
Holders Change
+22
Holders Change %
+3.86%
% of All Funds
8.55%
Holding in Top 10
50
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.72%
New
63
Increased
241
Reduced
217
Closed
36
Calls
$5K
Puts
$82K
Net Calls
-$77K
Net Calls Change
+$61K
Name Holding Trade Value Shares
Change
Change in
Stake
FLA
26
Financial Life Advisors
Texas
$24.3M +$1.39M +61,498 +6%
Morgan Stanley
27
Morgan Stanley
New York
$23.8M +$304K +13,404 +1%
TWM
28
TSA Wealth Management
Texas
$23.5M +$3.34M +147,170 +17%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$23.4M -$1.89M -83,386 -8%
CCWA
30
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$23.2M +$168K +7,400 +0.7%
Bank of America
31
Bank of America
North Carolina
$23.1M +$702K +30,996 +3%
APW
32
Austin Private Wealth
Texas
$23.1M +$1.13M +49,790 +5%
FCA
33
FLC Capital Advisors
California
$22.9M +$22.8M +1,005,530 New
MAG
34
Mokosak Advisory Group
Iowa
$21.7M +$477K +21,030 +2%
SA
35
Sanctuary Advisors
Indiana
$20.6M +$20.8M +918,938 New
PSA
36
Plum Street Advisors
Louisiana
$17.7M -$1.67M -73,578 -9%
UCFA
37
United Capital Financial Advisors
Texas
$17.6M -$214K -9,422 -1%
KL
38
KilterHowling LLC
Colorado
$17.3M -$12.3M -541,846 -42%
TC
39
Tenret Company
Florida
$16M +$384K +16,948 +2%
CIAS
40
CFS Investment Advisory Services
New Jersey
$15.2M +$15.1M +666,562 New
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$15.1M -$325K -14,330 -2%
PWMG
42
Pioneer Wealth Management Group
Texas
$15.1M +$1.99M +87,976 +15%
CWM
43
Congress Wealth Management
Massachusetts
$14.5M +$430K +18,992 +3%
FWP
44
FAS Wealth Partners
Kansas
$14.5M -$97K -4,278 -0.7%
RWP
45
Revolve Wealth Partners
New Jersey
$14.3M +$1.45M +63,902 +11%
AAS
46
Avantax Advisory Services
Texas
$14M +$3.58M +157,896 +35%
MA
47
Mutual Advisors
Nebraska
$13.2M +$641K +28,262 +5%
JJBC
48
James J. Burns & Company
New York
$13.2M +$4.02M +177,216 +44%
AP
49
Advisors Preferred
Maryland
$13.1M +$13.1M +578,480 New
LFG
50
Larson Financial Group
Missouri
$12.4M -$1.55M -68,596 -11%