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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
AIA
51
Alera Investment Advisors
Illinois
$12.3M +$12.2M +539,758 New
Jones Financial Companies
52
Jones Financial Companies
Missouri
$11.9M +$1.53M +67,296 +15%
BDFN
53
Bond & Devick Financial Network
Minnesota
$11.7M +$732K +32,312 +7%
MGIA
54
Moneta Group Investment Advisors
Missouri
$11.5M -$5.12K -226 -0%
CKAIS
55
Christensen King & Associates Investment Services
Washington
$11.5M -$2.4K -106 -0%
FRA
56
FFG Retirement Advisors
Colorado
$11.4M +$309K +13,634 +3%
KV
57
Kickstand Ventures
New York
$10.9M +$1.62M +71,458 +18%
WA
58
Waterford Advisors
New York
$10.7M -$67.1K -2,962 -0.6%
CWS
59
Cypress Wealth Services
California
$10.5M +$1.22M +53,614 +13%
Osaic Holdings
60
Osaic Holdings
Arizona
$10.5M +$1.57M +69,298 +18%
M
61
MYeCFO
California
$10.4M +$249K +10,984 +2%
LPL Financial
62
LPL Financial
California
$10.2M +$618K +27,276 +6%
MAG
63
Members Advisory Group
New York
$10.1M -$1.65M -72,648 -14%
CM
64
Columbus Macro
Pennsylvania
$10M -$456K -20,102 -4%
BTI
65
Blue Trust Inc
Georgia
$9.9M
IWC
66
Integrated Wealth Concepts
Massachusetts
$9.79M +$600K +26,486 +7%
VFPW
67
Vantage Financial Partners (Wisconsin)
Wisconsin
$9.74M +$279K +12,292 +3%
CWA
68
Clearview Wealth Advisors
Oregon
$9.44M +$4.65M +205,078 +98%
Jane Street
69
Jane Street
New York
$9.27M +$8.25M +364,216 +855%
WP
70
WealthShield Partners
North Carolina
$9.23M +$290K +12,788 +3%
LIM
71
Leavell Investment Management
Alabama
$9.22M -$594K -26,230 -6%
BPA
72
Beacon Pointe Advisors
California
$9.09M +$1.91M +84,254 +27%
Creative Planning
73
Creative Planning
Kansas
$8.75M -$263K -11,620 -3%
EFG
74
Ethos Financial Group
Pennsylvania
$8.63M +$404K +17,848 +5%
WA
75
Waverly Advisors
Alabama
$8.41M -$271K -11,940 -3%