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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
SFC
576
Strategic Financial Concepts
Texas
$1.96K +$4.1M +181,100 New
AssetMark Inc
577
AssetMark Inc
California
$1.82K +$1.81K +80 New
Citigroup
578
Citigroup
New York
$1.41K +$1.41K +62 New
BFPW
579
BOK Financial Private Wealth
Colorado
$1.37K
TAM
580
Tucker Asset Management
Colorado
$1.23K
PGAM
581
Princeton Global Asset Management
New Jersey
$1.19K +$1.18K +52 New
WWP
582
WR Wealth Planners
Missouri
$1.19K +$1.18K +52 New
AA
583
Addison Advisors
Vermont
$1.14K
TF
584
Tompkins Financial
New York
$1.09K
HFS
585
Hantz Financial Services
Michigan
$1K
HBW
586
Hazlett, Burt & Watson
West Virginia
$1K
CA
587
Continuum Advisory
Idaho
$802 -$680 -30 -45%
ACA
588
Aptus Capital Advisors
Alabama
$729 -$2.49K -110 -77%
GWANC
589
Guardian Wealth Advisors (North Carolina)
North Carolina
$729 -$2.49K -110 -77%
SS
590
Sunbelt Securities
Texas
$729
SRCM
591
Signature Resources Capital Management
California
$612
SAM
592
Smartleaf Asset Management
Massachusetts
$229 +$227 +10 New
AWM
593
AllSquare Wealth Management
New York
$228
OSAM
594
O'Shaughnessy Asset Management
Connecticut
$46
MA
595
MCF Advisors
Kentucky
$1
OWA
596
One Wealth Advisors
California
-$15.4M -669,606 Closed
PWM
597
Pinnacle Wealth Management
California
-$9.79M -425,778 Closed
OMC
598
Old Mission Capital
Illinois
-$8.57M -372,660 Closed
CBFP
599
Cedar Brook Financial Partners
Ohio
-$6.58M -286,132 Closed
OFS
600
OneAscent Financial Services
Alabama
-$3.17M -137,736 Closed