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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.

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 Market Value Shares Shares
Change
Shares
Change %
William Blair & Company
476
William Blair & Company
Illinois
$26K 541
ICM
477
Islay Capital Management
Texas
$24K 504
MFT
478
Moisand Fitzgerald Tamayo
Florida
$24K 506 +3 +0.6%
FA
479
Faithward Advisors
Pennsylvania
$24K 491 +3 +0.6%
BAM
480
Bellevue Asset Management
Washington
$22K 453 -100 -18%
HFS
481
Hantz Financial Services
Michigan
$22K 450
CWC
482
Carolinas Wealth Consulting
North Carolina
$20K 415 +2 +0.5%
GI
483
Gradient Investments
Minnesota
$19K 395 -7 -2%
Fidelity Investments
484
Fidelity Investments
Massachusetts
$18K 385 -391 -50%
KFP
485
KB Financial Partners
New Jersey
$18K 376 +2 +0.5%
Citigroup
486
Citigroup
New York
$18K 382 +331 +649%
BCM
487
Blume Capital Management
California
$17K 361 -1,352 -79%
HWA
488
Heritage Wealth Advisors
Virginia
$16K 324 -1,387 -81%
PCA
489
Providence Capital Advisors
North Carolina
$16K 336 -1,303 -79%
CIA
490
Cascade Investment Advisors
Oregon
$14.4K 300
BCM
491
Bourgeon Capital Management
Connecticut
$14K 300
1IA
492
1834 Investment Advisors
Wisconsin
$14K 293 +293 New
AFG
493
Albion Financial Group
Utah
$13K 263
Rockefeller Capital Management
494
Rockefeller Capital Management
New York
$11K 240
SWA
495
Sutton Wealth Advisors
Florida
$10.4K 217
FMP
496
Financial Management Professionals
Texas
$10K 209
ACA
497
Aptus Capital Advisors
Alabama
$9K 190
GWANC
498
Guardian Wealth Advisors (North Carolina)
North Carolina
$9K 190 +190 New
BEI
499
Benjamin Edwards Inc
Missouri
$8K 164
MAWCM
500
Mine & Arao Wealth Creation & Management
California
$7K 152