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Schwab US Aggregate Bond ETF

566 hedge funds and large institutions have $4.54B invested in Schwab US Aggregate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 253 increasing their positions, 200 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
-21
Holders Change %
-3.58%
% of All Funds
8.21%
Holding in Top 10
49
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-15.52%
% of All Funds
0.71%
New
44
Increased
253
Reduced
200
Closed
54
Calls
$28K
Puts
$166K
Net Calls
-$138K
Net Calls Change
-$194K
Name Holding Trade Value Shares
Change
Shares
Change %
National Bank of Canada
501
National Bank of Canada
Quebec, Canada
$59.9K
HGERS
502
Householder Group Estate & Retirement Specialist
Arizona
$52.8K +$46 +2 +0.1%
IGWM
503
ICA Group Wealth Management
Colorado
$52.4K
William Blair & Company
504
William Blair & Company
Illinois
$52K -$29.5K -1,282 -36%
CPG
505
Custom Portfolio Group
Colorado
$50.6K
CFGS
506
Concourse Financial Group Securities
Alabama
$46.2K
SIC
507
Salem Investment Counselors
North Carolina
$44.2K +$1.01K +44 +2%
DFA
508
DHJJ Financial Advisors
Illinois
$43.5K +$138 +6 +0.3%
Bank of Montreal
509
Bank of Montreal
Ontario, Canada
$38.8K +$26.5K +1,154 +216%
CMA
510
Cedar Mountain Advisors
Oregon
$38.7K -$39.4K -1,712 -50%
FMP
511
Financial Management Professionals
Texas
$36K -$92 -4 -0.3%
LB
512
Legacy Bridge
Iowa
$35.2K
PNC Financial Services Group
513
PNC Financial Services Group
Pennsylvania
$32.9K -$26.6K -1,156 -45%
SC
514
Stephens Consulting
Michigan
$31.9K
PIP
515
Peachtree Investment Partners
Florida
$29.9K
NA
516
NewEdge Advisors
Louisiana
$27.1K -$1.84M -80,038 -99%
WIM
517
Westside Investment Management
California
$25.7K
KFS
518
Kelly Financial Services
Massachusetts
$24.6K +$1.29K +56 +6%
Fidelity Investments
519
Fidelity Investments
Massachusetts
$24.4K +$22.7K +988 +1,372%
WCM
520
Weaver Capital Management
Georgia
$23.4K -$461K -20,062 -95%
MHR
521
Matthew Hamilton Rosenberg
$21.3K
NP
522
NorthRock Partners
Minnesota
$16.7K -$31.6K -1,374 -65%
HWA
523
Heritage Wealth Advisors
Virginia
$15.2K
MAM
524
MMA Asset Management
Pennsylvania
$14.8K +$14.8K +642 New
NCM
525
Northwest Capital Management
Oregon
$14.7K