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Schwab US Aggregate Bond ETF

592 hedge funds and large institutions have $4.76B invested in Schwab US Aggregate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 241 increasing their positions, 217 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 36

11% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 217

4.89% more ownership

Funds ownership: 119.33%124.22% (+4.9%)

4% more funds holding

Funds holding: 570592 (+22)

5% more capital invested

Capital invested by funds: $4.55B → $4.76B (+$214M)

0% more funds holding in top 10

Funds holding in top 10: 5050 (0)

94% less call options, than puts

Call options by funds: $5K | Put options by funds: $82K

Holders
592
Holders Change
+22
Holders Change %
+3.86%
% of All Funds
8.55%
Holding in Top 10
50
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.72%
New
63
Increased
241
Reduced
217
Closed
36
Calls
$5K
Puts
$82K
Net Calls
-$77K
Net Calls Change
+$61K
Name Holding Trade Value Shares
Change
Change in
Stake
CPG
526
Cornerstone Planning Group
New Jersey
$39.6K -$44.7K -1,972 -54%
CMA
527
Cedar Mountain Advisors
Oregon
$38.8K +$363 +16 +1%
FMP
528
Financial Management Professionals
Texas
$36K
LB
529
Legacy Bridge
Iowa
$34.9K
HCM
530
Hollencrest Capital Management
California
$30.9K +$23.4K +1,034 +321%
PIP
531
Peachtree Investment Partners
Florida
$29.6K
WIM
532
Westside Investment Management
California
$25.4K
KFS
533
Kelly Financial Services
Massachusetts
$25.2K +$725 +32 +3%
NP
534
NorthRock Partners
Minnesota
$24K +$7.43K +328 +45%
SIS
535
Strategic Investment Solutions
Illinois
$23.7K +$19.9K +876 New
WCM
536
Weaver Capital Management
Georgia
$23.2K
MHR
537
Matthew Hamilton Rosenberg
$21.1K
FVIM
538
Fort Vancouver Investment Management
Washington
$19.6K +$19.5K +862 New
NA
539
NewEdge Advisors
Louisiana
$17.7K -$9.16K -404 -34%
GWSG
540
GPS Wealth Strategies Group
Colorado
$15.2K +$15.1K +668 New
HWA
541
Heritage Wealth Advisors
Virginia
$15.1K
PA
542
Pineridge Advisors
Missouri
$13K
Bank of Montreal
543
Bank of Montreal
Ontario, Canada
$12.9K -$25.6K -1,128 -67%
MA
544
Montag & Associates
Georgia
$12.5K +$136 +6 +1%
AFG
545
Albion Financial Group
Utah
$12K
MFT
546
Moisand Fitzgerald Tamayo
Florida
$10.4K
CI
547
Cordant Inc
Oregon
$10.3K
EWM
548
EPG Wealth Management
Georgia
$9.12K -$9.06K -400 Closed
ATPW
549
Ashton Thomas Private Wealth
Arizona
$8.93K +$8.88K +392 New
MWM
550
Mascoma Wealth Management
New Hampshire
$8.8K