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Schwab US Aggregate Bond ETF

532 hedge funds and large institutions have $3.96B invested in Schwab US Aggregate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 165 increasing their positions, 256 reducing their positions, and 56 closing their positions.

Holders
532
Holders Change
-7
Holders Change %
-1.3%
% of All Funds
9%
Holding in Top 10
60
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.01%
New
54
Increased
165
Reduced
256
Closed
56
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
76
Morgan Stanley
New York
$6.25M 130,515 +30,319 +30%
AWM
77
AE Wealth Management
Kansas
$6.22M 130,016 +2,970 +2%
Commonwealth Equity Services
78
Commonwealth Equity Services
Massachusetts
$6.01M 125,640 +68,493 +120%
RWP
79
Revolve Wealth Partners
New Jersey
$5.99M 125,151 +9,739 +8%
WAM
80
Wakefield Asset Management
Colorado
$5.91M 123,524 -5,960 -5%
GC
81
Guggenheim Capital
Illinois
$5.83M 121,882 -10,366 -8%
UBS Group
82
UBS Group
Switzerland
$5.8M 121,141 +8,197 +7%
SWM
83
SigFig Wealth Management
California
$5.78M 125,620 -15,163 -11%
T
84
TNF
Montana
$5.62M 115,410 -13,449 -10%
MA
85
Modus Advisors
Minnesota
$5.59M 116,683 -5,336 -4%
RC
86
Roundview Capital
New Jersey
$5.45M 113,883 -4,763 -4%
CHA
87
Cooper/Haims Advisors
New York
$5.41M 112,985 -48,794 -30%
BSB
88
Bangor Savings Bank
Maine
$5.27M 110,176 -121,197 -52%
SFS
89
Summit Financial Strategies
Ohio
$5.16M 107,713 -10,132 -9%
SFS
90
Security Financial Services
Indiana
$5.08M 106,140 -7,879 -7%
ES
91
ETF Store
Kansas
$5.06M 105,117 -2,495 -2%
PS
92
Portfolio Solutions
Michigan
$5.03M 105,079 -3,366 -3%
CAPTRUST Financial Advisors
93
CAPTRUST Financial Advisors
North Carolina
$4.96M 103,656 -56,982 -35%
SPAS
94
Spectrum Planning & Advisory Services
California
$4.87M 101,638 -6,270 -6%
RWM
95
Reston Wealth Management
Virginia
$4.79M 100,050 -46,356 -32%
BlackRock
96
BlackRock
New York
$4.78M 99,924 +63,712 +176%
BCWM
97
Bartlett & Co Wealth Management
Ohio
$4.6M 96,161 -15,952 -14%
BC
98
Bartlett & Co
Ohio
$4.6M 96,161 -15,952 -14%
BIA
99
Bigelow Investment Advisors
Maine
$4.6M 96,020 -35,157 -27%
WIA
100
World Investment Advisors
California
$4.59M 93,882 +3,353 +4%