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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
GWP
201
Gen-Wealth Partners
Michigan
$1.92M -$34K -1,498 -2%
VFIC
202
Valley Forge Investment Consultants
Pennsylvania
$1.91M -$86K -3,794 -4%
CFO
203
CVA Family Office
Colorado
$1.87M +$198K +8,752 +12%
TW
204
Transform Wealth
Colorado
$1.87M +$19.4K +856 +1%
MFG
205
Midwest Financial Group
Kansas
$1.86M +$70.7K +3,120 +4%
NB
206
NBT Bank
New York
$1.86M -$27.2K -1,198 -1%
CF
207
Corrigan Financial
Rhode Island
$1.8M
SWM
208
SeaCrest Wealth Management
New York
$1.79M -$29.3K -1,292 -2%
CAPTRUST Financial Advisors
209
CAPTRUST Financial Advisors
North Carolina
$1.78M -$89K -3,926 -5%
MWM
210
Maripau Wealth Management
Indiana
$1.76M +$52.9K +2,334 +3%
FA
211
Faithward Advisors
Pennsylvania
$1.75M +$32.3K +1,426 +2%
WA
212
WBH Advisory
Maryland
$1.74M +$105K +4,638 +6%
Carson Wealth (CWM LLC)
213
Carson Wealth (CWM LLC)
Nebraska
$1.73M +$1.62M +71,530 +1,567%
BIG
214
Bush Investment Group
Georgia
$1.68M +$143K +6,312 +9%
CTWM
215
Cherry Tree Wealth Management
Minnesota
$1.66M +$7.89K +348 +0.5%
AAS
216
Asset Allocation Strategies
Michigan
$1.62M +$1.61M +71,232 New
BL
217
BCWM LLC
Kansas
$1.62M +$80K +3,528 +5%
NCM
218
Northwest Capital Management
Oregon
$1.61M +$1.58M +69,924 +10,926%
EFM
219
Eley Financial Management
Vermont
$1.6M +$53.4K +2,358 +3%
OFS
220
Oldfather Financial Services
Nebraska
$1.58M +$53K +2,338 +3%
MCM
221
Mendel Capital Management
Arkansas
$1.52M +$9.52K +420 +0.6%
RTL
222
Red Tortoise LLC
Georgia
$1.48M -$169K -7,446 -10%
AA
223
Alesco Advisors
New York
$1.48M -$7.93K -350 -0.5%
WIA
224
World Investment Advisors
California
$1.47M +$212K +9,336 +17%
SPL
225
Smart Portfolios LLC
Washington
$1.46M +$37.8K +1,670 +3%