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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 %
LB
526
Legacy Bridge
Iowa
$35.7K -$83.9K -3,600 -70%
SC
527
Stephens Consulting
Michigan
$32.4K
PIP
528
Peachtree Investment Partners
Florida
$30.3K
WIM
529
Westside Investment Management
California
$26K
KFS
530
Kelly Financial Services
Massachusetts
$23.7K -$4.43K -190 -16%
MIM
531
Macroview Investment Management
Maryland
$22.2K +$233 +10 +1%
HFS
532
Hantz Financial Services
Michigan
$22K
MHR
533
Matthew Hamilton Rosenberg
$21.8K
SIS
534
Strategic Investment Solutions
Illinois
$21.6K -$1.32M -56,780 -98%
HWA
535
Heritage Wealth Advisors
Virginia
$15.4K +$280 +12 +2%
NCM
536
Northwest Capital Management
Oregon
$14.9K
PA
537
Pineridge Advisors
Missouri
$13.3K +$13.3K +572 New
OLVIG
538
Oliver Lagore Vanvalin Investment Group
Michigan
$12.9K -$70.8K -3,036 -85%
AC
539
AlphaCore Capital
California
$12.7K +$12.7K +544 New
MA
540
Montag & Associates
Georgia
$12.6K +$140 +6 +1%
SA
541
Scarborough Advisors
Maryland
$12.5K +$12.5K +538 New
Bank of Montreal
542
Bank of Montreal
Ontario, Canada
$12.5K
AFG
543
Albion Financial Group
Utah
$12.3K
IPW
544
Impact Partnership Wealth
Georgia
$11.8K +$11.8K +506 New
GGI
545
Godsey & Gibb Inc
Virginia
$11.2K +$11.2K +480 New
MFT
546
Moisand Fitzgerald Tamayo
Florida
$10.6K -$12.8K -550 -55%
CI
547
Cordant Inc
Oregon
$10.6K -$2.28K -98 -18%
EWM
548
EPG Wealth Management
Georgia
$9.09K
MWM
549
Mascoma Wealth Management
New Hampshire
$9K
BEI
550
Benjamin Edwards Inc
Missouri
$8K