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Schwab US Aggregate Bond ETF

467 hedge funds and large institutions have $3.33B invested in Schwab US Aggregate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 156 increasing their positions, 210 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
+10
Holders Change %
+2.19%
% of All Funds
10.32%
Holding in Top 10
63
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+21.15%
% of All Funds
1.39%
New
58
Increased
156
Reduced
210
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PS
101
Portfolio Solutions
Michigan
$4.38M -$1.07M -39,450 -20%
SFA
102
Souders Financial Advisors
Ohio
$4.37M +$4.37M +161,012 New
SFS
103
Summit Financial Strategies
Ohio
$4.31M -$297K -10,958 -6%
UBS Group
104
UBS Group
Switzerland
$4.16M +$37.4K +1,378 +0.9%
First Trust Advisors
105
First Trust Advisors
Illinois
$4.02M +$4.02M +147,998 New
RWM
106
RKL Wealth Management
Pennsylvania
$3.9M +$175K +6,460 +5%
VWA
107
Visionary Wealth Advisors
Illinois
$3.87M +$3.87M +142,516 New
FAIM
108
Financial Advocates Investment Management
Washington
$3.8M -$2.04M -75,150 -35%
ECM
109
Exchange Capital Management
Michigan
$3.75M -$625K -23,042 -14%
PFM
110
Peak Financial Management
Massachusetts
$3.67M +$141K +5,188 +4%
NI
111
NYL Investors
New York
$3.66M +$369K +13,600 +11%
CFMC
112
Curbstone Financial Management Corp
New Hampshire
$3.55M
SWM
113
SigFig Wealth Management
California
$3.46M -$584K -21,506 -14%
Deutsche Bank
114
Deutsche Bank
Germany
$3.43M +$3.1M +114,248 +939%
CWS
115
Cypress Wealth Services
California
$3.39M +$70K +2,580 +2%
SWP
116
Stratos Wealth Partners
Ohio
$3.36M +$364K +13,406 +12%
PEA
117
Pacific Edge Advisors
California
$3.34M -$674K -24,840 -17%
BlackRock
118
BlackRock
New York
$3.3M -$2.76M -101,732 -46%
JWM
119
Janiczek Wealth Management
Colorado
$3.29M -$254K -9,374 -7%
TC
120
TAP Consulting
Missouri
$3.29M +$112K +4,118 +4%
LF
121
Lee Financial
Texas
$3.24M -$131K -4,810 -4%
AW
122
Avion Wealth
Texas
$3.15M +$3.15M +115,898 New
RFA
123
Reilly Financial Advisors
California
$3.08M +$230K +8,478 +8%
MGIA
124
Moneta Group Investment Advisors
Missouri
$3.06M +$928K +34,204 +44%
ISWM
125
Independent Solutions Wealth Management
New York
$3.04M -$266K -9,804 -8%