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Schwab US Aggregate Bond ETF

592 hedge funds and large institutions have $4.76B invested in Schwab US Aggregate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 241 increasing their positions, 217 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 36

11% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 217

4.89% more ownership

Funds ownership: 119.33%124.22% (+4.9%)

4% more funds holding

Funds holding: 570592 (+22)

5% more capital invested

Capital invested by funds: $4.55B → $4.76B (+$214M)

0% more funds holding in top 10

Funds holding in top 10: 5050 (0)

94% less call options, than puts

Call options by funds: $5K | Put options by funds: $82K

Holders
592
Holders Change
+22
Holders Change %
+3.86%
% of All Funds
8.55%
Holding in Top 10
50
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.72%
New
63
Increased
241
Reduced
217
Closed
36
Calls
$5K
Puts
$82K
Net Calls
-$77K
Net Calls Change
+$61K
Name Holding Trade Value Shares
Change
Change in
Stake
LPAM
176
Lodestar Private Asset Management
California
$2.41M -$225K -9,942 -9%
MSFS
177
Main Street Financial Solutions
Pennsylvania
$2.37M +$222K +9,804 +10%
FD
178
Financial Designs
California
$2.36M -$8.48K -374 -0.4%
MCA
179
Magnolia Capital Advisors
Mississippi
$2.36M +$2.35M +103,630 New
MWA
180
MN Wealth Advisors
Kansas
$2.35M +$29.3K +1,292 +1%
FW
181
FullCircle Wealth
Texas
$2.35M +$2.32M +102,320 New
PWM
182
Perigon Wealth Management
California
$2.34M +$217K +9,576 +10%
LEFP
183
Leading Edge Financial Planning
Tennessee
$2.34M -$336K -14,804 -13%
CHA
184
Cooper/Haims Advisors
New York
$2.31M -$335K -14,760 -13%
CFMC
185
Curbstone Financial Management Corp
New Hampshire
$2.22M
KC
186
Kades & Cheifetz
Pennsylvania
$2.19M -$57.9K -2,556 -3%
CFGSD
187
Compass Financial Group (South Dakota)
South Dakota
$2.19M +$411K +18,126 +23%
OC
188
Oarsman Capital
Wisconsin
$2.17M +$885K +39,040 +70%
VA
189
Valmark Advisers
Ohio
$2.15M +$418K +18,424 +24%
AWE
190
Avidian Wealth Enterprises
Texas
$2.13M -$339K -14,936 -14%
SPI
191
Sutton Place Investors
New York
$2.11M -$110K -4,864 -5%
CW
192
CreativeOne Wealth
Kansas
$2.09M +$6.03K +266 +0.3%
SB
193
Strategic Blueprint
Georgia
$2.08M -$481K -21,244 -19%
IFG
194
Independent Financial Group
California
$2.07M +$45.3K +1,998 +2%
PMG
195
ProVise Management Group
Florida
$2.05M -$1.55M -68,362 -43%
BSB
196
Bangor Savings Bank
Maine
$2.05M -$537K -23,696 -21%
HPM
197
Hoxton Planning & Management
West Virginia
$2.05M +$614K +27,080 +43%
SAG
198
SageView Advisory Group
California
$2.02M
BA
199
Ballast Advisors
Minnesota
$1.95M +$81.6K +3,602 +4%
Thrivent Financial for Lutherans
200
Thrivent Financial for Lutherans
Minnesota
$1.95M -$677K -29,868 -26%