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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.

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 Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$133M 2,547,655 +364,938 +17%
APP
2
Avantax Planning Partners
Iowa
$116M 2,220,790 +120,353 +6%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$78.5M 1,503,750 +110,487 +8%
SFPM
4
Sensible Financial Planning & Management
Massachusetts
$59.5M 1,136,465 -36,764 -3%
Financial Engines Advisors
5
Financial Engines Advisors
California
$55.5M 1,059,471 +541,538 +105%
Ameriprise
6
Ameriprise
Minnesota
$49.1M 937,969 +206,872 +28%
AWMG
7
Alliance Wealth Management Group
New Jersey
$40.2M 767,178 +405,492 +112%
TIM
8
Total Investment Management
Arizona
$29.6M 566,127 +34,181 +6%
KF
9
Krilogy Financial
Missouri
$27.6M 526,388 +9,515 +2%
AA
10
Apriem Advisors
California
$26.2M 500,987 +313,964 +168%
Bank of America
11
Bank of America
North Carolina
$25.4M 485,505 +11,920 +3%
LYV
12
Live Your Vision
Pennsylvania
$25.1M 479,696 +14,403 +3%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$22.3M 425,808 +41,761 +11%
AA
14
Ancora Advisors
Ohio
$19.6M 373,785 +70,756 +23%
OIA
15
OneDigital Investment Advisors
Kansas
$18.8M 358,943 +336,415 +1,493%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$16.7M 319,636 +53,516 +20%
RPGK
17
Retirement Planning Group (Kansas)
Kansas
$16.3M 310,904 +3,995 +1%
UCFA
18
United Capital Financial Advisors
Texas
$15.5M 295,095 +103,230 +54%
BWP
19
BSW Wealth Partners
Colorado
$15.1M 289,179 +17,136 +6%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$14.7M 280,716 +9,134 +3%
ML
21
McAdam LLC
Pennsylvania
$14.4M 275,738 +28,171 +11%
HighTower Advisors
22
HighTower Advisors
Illinois
$14M 268,266 +23,657 +10%
OAJ
23
Ogorek Anthony Joseph
New York
$13.9M 264,880 -50,198 -16%
KBFS
24
Kohmann Bosshard Financial Services
Ohio
$13.4M 254,988 +254,988 New
BWA
25
BlueSky Wealth Advisors
North Carolina
$13.1M 250,351 +10,164 +4%