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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.

New
Increased
Maintained
Reduced
Closed
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 %
Citigroup
151
Citigroup
New York
$680K +$18.7K +714 +3%
BWA
152
Burt Wealth Advisors
Maryland
$658K -$2.98K -114 -0.5%
NCM
153
Novare Capital Management
North Carolina
$635K -$132K -5,060 -17%
PAM
154
Peak Asset Management
Colorado
$632K -$6.39K -244 -1%
NCMW
155
Northern Capital Management (Wisconsin)
Wisconsin
$615K +$615K +23,500 New
ACM
156
Armbruster Capital Management
New York
$562K -$18.9K -722 -3%
QCMNJ
157
Quantum Capital Management (New Jersey)
New Jersey
$553K +$10.5K +402 +2%
MWAC
158
Mariner Wealth Advisors (Cincinnati)
Ohio
$519K -$73.2K -2,796 -12%
BCP
159
Blue Chip Partners
Michigan
$491K +$2.94K +112 +0.6%
RJA
160
Raymond James & Associates
Florida
$485K +$201K +7,700 +71%
AG
161
Appleton Group
Wisconsin
$479K +$140K +5,366 +41%
AACR
162
ACR Alpine Capital Research
Missouri
$465K +$101K +3,850 +28%
AF
163
Allworth Financial
California
$462K -$42.3K -1,616 -8%
CAM
164
Cubic Asset Management
Massachusetts
$441K +$35.3K +1,350 +9%
FAM
165
Foothills Asset Management
Arizona
$440K +$112K +4,286 +34%
PFM
166
Peak Financial Management
Massachusetts
$426K +$785 +30 +0.2%
WF
167
WealthTrust Fairport
Ohio
$425K -$12.9K -492 -3%
GP
168
Girard Partners
Pennsylvania
$407K
LCM
169
Liberty Capital Management
Michigan
$407K +$244K +9,350 +150%
WA
170
WBH Advisory
Maryland
$399K +$1.15K +44 +0.3%
S
171
SignatureFD
Georgia
$389K +$389K +14,840 New
RW
172
REDW Wealth
New Mexico
$387K -$35.7K -1,364 -8%
Millennium Management
173
Millennium Management
New York
$386K +$148K +5,664 +62%
BFPW
174
BOK Financial Private Wealth
Colorado
$373K -$21.1K -806 -5%
DIA
175
Denver Investment Advisors
Colorado
$367K +$36.6K +1,400 +11%