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Schwab US Aggregate Bond ETF

105 hedge funds and large institutions have $271M invested in Schwab US Aggregate Bond ETF in 2014 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 42 increasing their positions, 16 reducing their positions, and 8 closing their positions.

Holders
105
Holders Change
+27
Holders Change %
+34.62%
% of All Funds
2.8%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.27%
New
36
Increased
42
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$198K 3,782 +855 +29%
Wells Fargo
77
Wells Fargo
California
$195K 3,735 +198 +6%
TIM
78
Tortoise Investment Management
New York
$169K 3,223
CG
79
Colony Group
Massachusetts
$149K 2,853 -285 -9%
VNA
80
Valley National Advisers
Pennsylvania
$144K 2,860 +2,860 New
WCM
81
Wealthcare Capital Management
Virginia
$90K 1,711 -508 -23%
IF
82
Ironwood Financial
Arizona
$56K 1,073 +1,073 New
AIG
83
American International Group
New York
$52.4K 1,000
LTFS
84
Ladenburg Thalmann Financial Services
Florida
$45K 851 +851 New
JWA
85
JFS Wealth Advisors
Pennsylvania
$41K 787 -191 -20%
VIA
86
Vantage Investment Advisors
Pennsylvania
$35K 668 +307 +85%
PFG
87
Pacific Financial Group
Washington
$35K 677 +677 New
RCG
88
Ruggie Capital Group
Florida
$30K 580 +580 New
PO
89
Private Ocean
California
$29K 557
MFS
90
MSI Financial Services
Massachusetts
$29K 554 +116 +26%
NFG
91
Next Financial Group
Texas
$20K 384 +384 New
JFA
92
JNBA Financial Advisors
Minnesota
$14K 284
RC
93
RegentAtlantic Capital
New Jersey
$10.9K 208 +208 New
VCM
94
Vigilant Capital Management
Maine
$10K 200 -200 -50%
Creative Planning
95
Creative Planning
Kansas
$6K 119
FANJ
96
Financial Architects (New Jersey)
New Jersey
$5K 95 +1 +1%
SIA
97
Stancorp Investment Advisers
Oregon
$5K 88 +88 New
HCM
98
Horrell Capital Management
Arkansas
$2K 32
MA
99
MCF Advisors
Kentucky
$2K 42 +1 +2%
PIA
100
Peachtree Investment Advisors
Georgia
$1K 15