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Schwab US Aggregate Bond ETF

530 hedge funds and large institutions have $4.9B invested in Schwab US Aggregate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 200 increasing their positions, 172 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
530
Holders Change
+39
Holders Change %
+7.94%
% of All Funds
8.19%
Holding in Top 10
57
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+18.75%
% of All Funds
0.88%
New
93
Increased
200
Reduced
172
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Citigroup
501
Citigroup
New York
$13K +$10.3K +378 +386%
GI
502
Gradient Investments
Minnesota
$12K -$14.8K -534 -55%
AP
503
Arlington Partners
Alabama
$12K +$12K +456 New
FMP
504
Financial Management Professionals
Texas
$11K
ACA
505
Aptus Capital Advisors
Alabama
$10K -$1.58K -60 -14%
Rockefeller Capital Management
506
Rockefeller Capital Management
New York
$8K
MAWCM
507
Mine & Arao Wealth Creation & Management
California
$8K
PFGIA
508
Patriot Financial Group Insurance Agency
Massachusetts
$7K +$112 +4 +2%
CB
509
CNB Bank
Pennsylvania
$6K +$6K +212 New
PP
510
Pacifica Partners
Canada
$6K +$6K +214 New
JHCP
511
Jackson Hole Capital Partners
Oklahoma
$5K
CFA
512
Carroll Financial Associates
North Carolina
$5K
HCM
513
Horrell Capital Management
Arkansas
$5K
AIA
514
Armor Investment Advisors
North Carolina
$5K +$5K +200 New
EFSCE
515
Enterprise Financial Services Corp (EFSC)
Missouri
$4K -$337K -11,304 -99%
FCA
516
FinTrust Capital Advisors
South Carolina
$4K
CA
517
CoreCap Advisors
Michigan
$4K +$4K +148 New
SWM
518
Selective Wealth Management
Virginia
$3K
RA
519
Resolute Advisors
California
$3K
AIP
520
Ahrens Investment Partners
Louisiana
$3K +$3K +118 New
MSFP
521
Mark Sheptoff Financial Planning
Connecticut
$2K
EWM
522
Elmwood Wealth Management
California
$2K +$2K +80 New
MA
523
MUFG Americas
New York
$1K
COCM
524
Charter Oak Capital Management
New Hampshire
$1K
MA
525
Montag & Associates
Georgia
$1K