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Schwab US Aggregate Bond ETF

506 hedge funds and large institutions have $4.29B invested in Schwab US Aggregate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 222 increasing their positions, 148 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
506
Holders Change
+46
Holders Change %
+10%
% of All Funds
8.98%
Holding in Top 10
54
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.88%
% of All Funds
0.96%
New
75
Increased
222
Reduced
148
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
476
Clearstead Advisors
Ohio
$20K +$9.72K +350 +95%
BCM
477
Bourgeon Capital Management
Connecticut
$17K
CIA
478
Cascade Investment Advisors
Oregon
$16.8K
CAAS
479
Capital Asset Advisory Services
Michigan
$16K -$6.44K -232 -29%
SWA
480
Sutton Wealth Advisors
Florida
$15K
LWM
481
Liberty Wealth Management
California
$14K
MCM
482
Manchester Capital Management
Vermont
$13K +$57 +2 +0.4%
CWM
483
Cedar Wealth Management
California
$12K -$215 -8 -2%
NDSI
484
Newman Dignan & Sheerar Inc
Rhode Island
$11.3K -$45 -1,616 -0.4%
ACA
485
Aptus Capital Advisors
Alabama
$10K -$172K -6,550 -95%
MAWCM
486
Mine & Arao Wealth Creation & Management
California
$9K
TCM
487
Tradewinds Capital Management
Washington
$8K -$12.3K -458 -61%
Rockefeller Capital Management
488
Rockefeller Capital Management
New York
$8K
SQA
489
Simon Quick Advisors
New Jersey
$7K +$7K +250 New
PFGIA
490
Patriot Financial Group Insurance Agency
Massachusetts
$6K
HCM
491
Horrell Capital Management
Arkansas
$5K
IA
492
IFS Advisors
Kansas
$5K +$5K +188 New
FCA
493
FinTrust Capital Advisors
South Carolina
$4K
SWM
494
Selective Wealth Management
Virginia
$4K +$63 +2 +2%
SIC
495
Salem Investment Counselors
North Carolina
$4K +$4K +128 New
PCA
496
Providence Capital Advisors
North Carolina
$4K +$4K +152 New
IF
497
Ironwood Financial
Arizona
$3K
RA
498
Resolute Advisors
California
$3K +$3K +98 New
GI
499
Gradient Investments
Minnesota
$2K
MSFP
500
Mark Sheptoff Financial Planning
Connecticut
$2K