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Schwab US Aggregate Bond ETF

253 hedge funds and large institutions have $1.36B invested in Schwab US Aggregate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 148 increasing their positions, 60 reducing their positions, and 14 closing their positions.

Holders
253
Holders Change
+7
Holders Change %
+2.85%
% of All Funds
6.32%
Holding in Top 10
33
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.79%
% of All Funds
0.82%
New
23
Increased
148
Reduced
60
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FC
101
Financial Consulate
Maryland
$1.7M +$37.8K +1,444 +2%
BAM
102
Belpointe Asset Management
Nevada
$1.62M +$1.62M +61,856 New
SS
103
Simplicity Solutions
Minnesota
$1.62M +$251K +9,600 +18%
CWM
104
Cabot Wealth Management
Massachusetts
$1.59M -$1.02M -39,114 -39%
CF
105
Corrigan Financial
Rhode Island
$1.56M +$118K +4,508 +8%
LPL Financial
106
LPL Financial
California
$1.54M -$80K -3,056 -5%
BCM
107
Boltwood Capital Management
California
$1.51M -$10.6K -406 -0.7%
MAM
108
Marquette Asset Management
Minnesota
$1.51M +$6.7K +256 +0.4%
AI
109
Atria Investments
North Carolina
$1.5M +$72.6K +2,772 +5%
CIC
110
Carnegie Investment Counsel
Ohio
$1.46M +$93K +3,560 +7%
FC
111
Forte Capital
New York
$1.46M +$17.8K +678 +1%
KWM
112
Kingsview Wealth Management
Oregon
$1.46M +$380K +14,500 +35%
GC
113
Garde Capital
Washington
$1.37M +$314K +12,004 +30%
JWM
114
Janiczek Wealth Management
Colorado
$1.36M +$75.3K +2,876 +6%
BL
115
BFSG LLC
California
$1.33M +$56.4K +2,156 +4%
LFA
116
Landmark Financial Advisors
Kentucky
$1.32M -$4.77K -182 -0.4%
AWM
117
Avior Wealth Management
Nebraska
$1.24M +$1.24M +47,312 New
SWM
118
SigFig Wealth Management
California
$1.21M -$17.9K -684 -1%
AA
119
Advisory Alpha
Michigan
$1.18M +$77.9K +2,980 +7%
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$1.17M -$9.62K -378 -0.8%
PWM
121
Perigon Wealth Management
California
$1.17M -$4.5K -172 -0.4%
SDWMA
122
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.15M +$97.1K +3,710 +9%
FCAG
123
First Capital Advisors Group
New Jersey
$1.13M +$467K +17,844 +70%
REMPR
124
Roof Eidam Maycock Peralta (REMP)
California
$1.13M -$1.46M -55,860 -56%
Cetera Investment Advisers
125
Cetera Investment Advisers
Illinois
$1.11M -$92.1K -3,512 -8%