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Schwab US Aggregate Bond ETF

499 hedge funds and large institutions have $4.19B invested in Schwab US Aggregate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 219 increasing their positions, 171 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
-7
Holders Change %
-1.38%
% of All Funds
8.79%
Holding in Top 10
50
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.41%
% of All Funds
0.88%
New
44
Increased
219
Reduced
171
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MML Investors Services
201
MML Investors Services
Massachusetts
$1.14M -$176K -6,508 -13%
KJWM
202
Kiley Juergens Wealth Management
Washington
$1.05M +$381K +14,118 +57%
FG
203
Fiduciary Group
Georgia
$1.04M +$3.31K +122 +0.3%
OFS
204
Oldfather Financial Services
Nebraska
$1.03M +$485K +17,892 +90%
AOWM
205
Alpha Omega Wealth Management
Virginia
$1.02M +$687K +25,458 +205%
KWA
206
KCS Wealth Advisory
California
$1M -$7.45K -276 -0.7%
MA
207
MONECO Advisors
Connecticut
$997K +$997K +36,966 New
HB
208
Homrich & Berg
Georgia
$995K -$195K -7,208 -16%
Cetera Investment Advisers
209
Cetera Investment Advisers
Illinois
$970K -$18.2K -674 -2%
PFC
210
Phocas Financial Corp
California
$962K +$962K +35,662 New
SFG
211
Sage Financial Group
Pennsylvania
$960K +$61.8K +2,292 +7%
TW
212
TrinityPoint Wealth
Connecticut
$944K +$34K +1,258 +4%
VDI
213
Vaughan David Investments
Illinois
$937K +$28.1K +1,040 +3%
GRP
214
Global Retirement Partners
California
$933K +$422K +15,652 +83%
MWM
215
Maltin Wealth Management
New Jersey
$928K +$3.45K +128 +0.4%
EVC
216
Eidelman Virant Capital
Missouri
$924K -$48.2K -1,786 -5%
DIS
217
Diversified Investment Strategies
Louisiana
$915K +$296K +10,980 +48%
COF
218
Capital One Financial
Virginia
$914K -$405K -15,018 -31%
Jones Financial Companies
219
Jones Financial Companies
Missouri
$887K +$29.1K +1,080 +3%
JCIA
220
Jackson Creek Investment Advisors
Colorado
$886K +$163K +6,046 +23%
WIC
221
Whitegate Investment Counselors
New Hampshire
$873K +$11.6K +430 +1%
TC
222
Tatro Capital
Kentucky
$871K -$51.4K -1,906 -6%
G
223
Gainplan
Michigan
$870K -$104K -3,874 -11%
MAS
224
Managed Account Services
Florida
$861K -$62.3K -2,310 -7%
PWMG
225
Prestige Wealth Management Group
New Jersey
$840K -$250K -9,278 -23%