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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 %
Koshinski Asset Management
201
Koshinski Asset Management
Illinois
$225K -$28.5K -1,088 -11%
MCM
202
Mengis Capital Management
Oregon
$221K -$5.96K -228 -3%
FAAS
203
First Allied Advisory Services
California
$219K -$101K -3,790 -31%
NGA
204
Naples Global Advisors
Florida
$217K +$2.62K +100 +1%
LWAC
205
Laurel Wealth Advisors (California)
California
$215K -$523 -20 -0.2%
AIM
206
Aspen Investment Management
Michigan
$209K -$2.87K -110 -1%
RBC
207
Roble Belko & Company
Pennsylvania
$208K +$57.5K +2,200 +38%
EHC
208
Everett Harris & Co
California
$207K +$207K +7,900 New
VNA
209
Valley National Advisers
Pennsylvania
$188K +$941 +36 +0.5%
BCM
210
Blume Capital Management
California
$184K +$49.8K +1,900 +37%
MFT
211
Moisand Fitzgerald Tamayo
Florida
$183K +$183K +6,978 New
Royal Bank of Canada
212
Royal Bank of Canada
Ontario, Canada
$172K +$76.6K +2,920 +80%
PFBT
213
Parkside Financial Bank & Trust
Missouri
$168K
JWA
214
JFS Wealth Advisors
Pennsylvania
$156K +$113K +4,332 +265%
CIR
215
Clear Investment Research
Georgia
$137K
GWM
216
Geneos Wealth Management
Colorado
$124K +$100K +3,842 +418%
TIM
217
Tortoise Investment Management
New York
$114K +$97.8K +3,750 +605%
PG
218
Patten Group
Tennessee
$113K +$1.37K +52 +1%
ASN
219
Advisory Services Network
Georgia
$107K +$34.1K +1,304 +47%
DAM
220
Delta Asset Management
Tennessee
$105K
WCM
221
Wealthcare Capital Management
Virginia
$104K
AOWM
222
Alpha Omega Wealth Management
Virginia
$102K
NSB
223
Norway Savings Bank
Maine
$99K
MSFP
224
Mark Sheptoff Financial Planning
Connecticut
$96K +$33.6K +1,284 +54%
Northwestern Mutual Wealth Management
225
Northwestern Mutual Wealth Management
Wisconsin
$94K -$11.8K -450 -11%