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Schwab US Aggregate Bond ETF

587 hedge funds and large institutions have $4.61B invested in Schwab US Aggregate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 213 increasing their positions, 221 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
587
Holders Change
+52
Holders Change %
+9.72%
% of All Funds
8.61%
Holding in Top 10
58
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.57%
% of All Funds
0.85%
New
100
Increased
213
Reduced
221
Closed
40
Calls
$61K
Puts
$5K
Net Calls
+$56K
Net Calls Change
+$131K
Name Holding Trade Value Shares
Change
Shares
Change %
BlackRock
501
BlackRock
New York
$91.8K -$5.22K -224 -5%
TAM
502
Townsend Asset Management
North Carolina
$91.5K +$793 +34 +0.9%
GIP
503
Granite Investment Partners
California
$88.1K
CHA
504
Carmichael Hill & Associates
Maryland
$85.4K +$23.9K +1,024 +39%
William Blair & Company
505
William Blair & Company
Illinois
$82.6K +$50.8K +2,178 +159%
CMA
506
Cedar Mountain Advisors
Oregon
$79.2K -$120K -5,144 -60%
CA
507
Clearstead Advisors
Ohio
$67.4K -$76.6K -3,286 -53%
FFO
508
Fortitude Family Office
Arizona
$66.9K +$66.9K +2,870 New
NRC
509
New Republic Capital
North Carolina
$63.6K +$17.3K +742 +37%
LFA
510
Level Financial Advisors
New York
$62.9K +$62.9K +2,700 New
National Bank of Canada
511
National Bank of Canada
Quebec, Canada
$61.5K +$26.7K +1,150 +77%
PNC Financial Services Group
512
PNC Financial Services Group
Pennsylvania
$60.3K +$55K +2,358 +1,025%
SIS
513
Sound Income Strategies
Florida
$59.3K +$59.3K +2,542 New
PS
514
Principal Securities
Iowa
$56.9K +$56.9K +2,442 New
WWM
515
Wagner Wealth Management
South Carolina
$55.7K +$9.42K +404 +20%
IGWM
516
ICA Group Wealth Management
Colorado
$53.1K +$53.1K +2,278 New
HGERS
517
Householder Group Estate & Retirement Specialist
Arizona
$53K
CPG
518
Custom Portfolio Group
Colorado
$51.3K +$51.3K +2,262 New
NP
519
NorthRock Partners
Minnesota
$48.9K +$48.9K +2,098 New
LF
520
Lee Financial
Texas
$47.8K
CFGS
521
Concourse Financial Group Securities
Alabama
$46.9K
DFA
522
DHJJ Financial Advisors
Illinois
$44K +$280 +12 +0.6%
SIC
523
Salem Investment Counselors
North Carolina
$43.7K +$606 +26 +1%
WCM
524
Winthrop Capital Management
Indiana
$37.3K +$37.3K +1,600 New
FMP
525
Financial Management Professionals
Texas
$37K +$27.1K +1,150 +275%