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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 %
TC
201
Tatro Capital
Kentucky
$1.04M -$250K -9,196 -19%
TWM
202
Triton Wealth Management
Arizona
$1.02M +$1.02M +36,580 New
SFS
203
Sowell Financial Services
Arkansas
$1.01M +$394K +14,508 +64%
SFG
204
Sage Financial Group
Pennsylvania
$1.01M +$11.3K +418 +1%
MF
205
Manchester Financial
California
$1M -$290K -10,664 -22%
MWM
206
Mission Wealth Management
California
$996K -$267K -9,832 -21%
WFA
207
Wade Financial Advisory
California
$994K +$131K +4,820 +15%
RPG
208
Resource Planning Group
Georgia
$969K -$270K -9,958 -22%
IDA
209
Intelligence Driven Advisers
California
$938K -$380K -14,016 -29%
BNP Paribas Financial Markets
210
BNP Paribas Financial Markets
France
$931K -$211K -7,770 -18%
HFA
211
Huber Financial Advisors
Illinois
$912K -$49.1K -1,808 -5%
ASN
212
Advisory Services Network
Georgia
$912K +$163K +5,998 +22%
LIM
213
Lathrop Investment Management
Arkansas
$894K -$46.7K -1,722 -5%
S
214
SignatureFD
Georgia
$893K -$31.6K -1,164 -3%
AWM
215
Avior Wealth Management
Nebraska
$871K -$24.9K -920 -3%
Northwestern Mutual Wealth Management
216
Northwestern Mutual Wealth Management
Wisconsin
$870K -$312K -11,490 -26%
WIC
217
Whitegate Investment Counselors
New Hampshire
$848K +$21.1K +778 +3%
PA
218
Parallel Advisors
California
$847K -$60.6K -2,236 -7%
MSWMA
219
Market Street Wealth Management Advisors
Indiana
$842K +$251K +9,250 +42%
RF
220
RHS Financial
California
$839K +$466K +17,172 +125%
LFS
221
Lutz Financial Services
Nebraska
$838K +$13.9K +514 +2%
DP
222
DDD Partners
Washington
$818K +$4.67K +172 +0.6%
PAG
223
Private Advisor Group
New Jersey
$811K -$223K -8,212 -22%
LCM
224
Liberty Capital Management
Michigan
$790K -$12.2K -450 -2%
BO
225
BRR OpCo
Ohio
$786K -$53.5K -1,970 -6%