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Schwab US Aggregate Bond ETF

499 hedge funds and large institutions have $4.19B invested in Schwab US Aggregate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 219 increasing their positions, 171 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
-7
Holders Change %
-1.38%
% of All Funds
8.79%
Holding in Top 10
50
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.41%
% of All Funds
0.88%
New
44
Increased
219
Reduced
171
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AssetMark Inc
476
AssetMark Inc
California
$7K -$25.8K -988 -79%
PFGIA
477
Patriot Financial Group Insurance Agency
Massachusetts
$6K
SC
478
Steph & Co
Wisconsin
$6K +$6K +220 New
HCM
479
Horrell Capital Management
Arkansas
$5K
FCA
480
FinTrust Capital Advisors
South Carolina
$4K
PCA
481
Providence Capital Advisors
North Carolina
$4K
Citigroup
482
Citigroup
New York
$3K -$13.9K -594 -82%
IF
483
Ironwood Financial
Arizona
$3K
RA
484
Resolute Advisors
California
$3K
SWM
485
Selective Wealth Management
Virginia
$3K
SIC
486
Salem Investment Counselors
North Carolina
$3K
GM
487
GeoWealth Management
Illinois
$3K +$3K +102 New
MSFP
488
Mark Sheptoff Financial Planning
Connecticut
$2K
FCM
489
Firestone Capital Management
Florida
$2K
GWS
490
Glassman Wealth Services
Virginia
$2K +$2K +58 New
EWM
491
Elmwood Wealth Management
California
$2K +$2K +78 New
1WM
492
1900 Wealth Management
Texas
$1.89K +$355 +13,176 +23%
AWM
493
Atticus Wealth Management
Florida
$1K -$69.5K -1,946 -99%
COCM
494
Charter Oak Capital Management
New Hampshire
$1K
BBPWM
495
Blue Bell Private Wealth Management
Pennsylvania
$1K
MA
496
MUFG Americas
New York
$1K
MA
497
Montag & Associates
Georgia
$1K +$1K +40 New
PAI
498
Pittenger & Anderson Inc
Nebraska
$1K +$1K +54 New
WIM
499
Westside Investment Management
California
$30 +$26 +980 +731%
Qube Research & Technologies (QRT)
500
Qube Research & Technologies (QRT)
United Kingdom
-$49.9M -1,780,652 Closed