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Schwab US Aggregate Bond ETF

587 hedge funds and large institutions have $4.61B invested in Schwab US Aggregate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 213 increasing their positions, 221 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
587
Holders Change
+52
Holders Change %
+9.72%
% of All Funds
8.61%
Holding in Top 10
58
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.57%
% of All Funds
0.85%
New
100
Increased
213
Reduced
221
Closed
40
Calls
$61K
Puts
$5K
Net Calls
+$56K
Net Calls Change
+$131K
Name Holding Trade Value Shares
Change
Shares
Change %
WAM
101
Wakefield Asset Management
Colorado
$5.8M -$98.6K -4,230 -2%
BTI
102
Blue Trust Inc
Georgia
$5.78M -$687K -31,050 -11%
UBS Group
103
UBS Group
Switzerland
$5.74M -$3.41M -146,284 -37%
MFA
104
Mayflower Financial Advisors
Massachusetts
$5.66M +$1.26M +53,936 +29%
WP
105
WealthShield Partners
North Carolina
$5.59M -$782K -33,538 -12%
FF
106
Friedenthal Financial
New Jersey
$5.53M +$5.5K +236 +0.1%
SFG
107
SNS Financial Group
Minnesota
$5.53M +$40.2K +1,724 +0.7%
CHA
108
Cooper/Haims Advisors
New York
$5.51M +$4.09M +175,264 +287%
RWM
109
Reston Wealth Management
Virginia
$5.5M -$595K -25,530 -10%
NSG
110
Nalls Sherbakoff Group
Tennessee
$5.29M -$158K -6,792 -3%
GC
111
Guggenheim Capital
Illinois
$5.27M
SFS
112
Security Financial Services
Indiana
$5.22M -$852K -36,564 -14%
PMG
113
ProVise Management Group
Florida
$5.11M +$228K +9,776 +5%
CBFP
114
Cedar Brook Financial Partners
Ohio
$5.05M +$760K +32,722 +18%
DWP
115
Daymark Wealth Partners
Ohio
$5.01M -$4.28M -183,702 -46%
RPGK
116
Retirement Planning Group (Kansas)
Kansas
$4.92M -$3.28M -140,526 -40%
ASFA
117
All Season Financial Advisors
Colorado
$4.9M -$418K -17,930 -8%
SFS
118
Summit Financial Strategies
Ohio
$4.79M +$381K +16,338 +9%
GWM
119
GSB Wealth Management
Connecticut
$4.79M +$387K +16,622 +9%
FFWA
120
Forthright Family Wealth Advisory
Texas
$4.78M +$4.78M +205,002 New
AO
121
Advisor OS
Illinois
$4.77M +$4.77M +204,652 New
MFG
122
Merit Financial Group
Georgia
$4.77M +$4.77M +204,644 New
KF
123
Krilogy Financial
Missouri
$4.73M -$943K -40,454 -17%
PFM
124
Peak Financial Management
Massachusetts
$4.71M -$479K -20,548 -9%
Commonwealth Equity Services
125
Commonwealth Equity Services
Massachusetts
$4.65M -$370K -15,862 -7%