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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
Charles Schwab
1
Charles Schwab
California
$1.54B +$74.7M +3,295,398 +5%
JP Morgan Chase
2
JP Morgan Chase
New York
$257M +$52.8M +2,329,920 +26%
APP
3
Avantax Planning Partners
Iowa
$155M -$8.9M -392,808 -5%
Ameriprise
4
Ameriprise
Minnesota
$122M +$5.53M +244,198 +5%
RIM
5
Rockbridge Investment Management
New York
$118M +$6.86M +302,714 +6%
Financial Engines Advisors
6
Financial Engines Advisors
California
$116M +$2.56M +113,094 +2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$98.5M -$2.72M -119,958 -3%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$80.7M -$3.86M -170,342 -5%
ML
9
McAdam LLC
Pennsylvania
$77.8M +$3.65M +160,924 +5%
OIA
10
OneDigital Investment Advisors
Kansas
$77.3M +$854K +37,660 +1%
Goldman Sachs
11
Goldman Sachs
New York
$77.1M -$1.98M -87,342 -3%
CST
12
Charles Schwab Trust
Nevada
$70.5M +$6.25M +275,572 +10%
TWP
13
Total Wealth Planning
Ohio
$66.2M +$13M +574,988 +25%
HighTower Advisors
14
HighTower Advisors
Illinois
$61.8M -$2.7M -119,020 -4%
KBFS
15
Kohmann Bosshard Financial Services
Ohio
$50.9M +$13.4M +591,874 +36%
DWM
16
Destination Wealth Management
California
$49.4M -$5.02M -221,658 -9%
HCM
17
Hengehold Capital Management
Ohio
$44.7M +$388K +17,120 +0.9%
BWA
18
BlueSky Wealth Advisors
North Carolina
$42.9M +$42.7M +1,882,892 New
Mariner
19
Mariner
Kansas
$34.8M +$4.81M +212,246 +16%
HGWM
20
Horst & Graben Wealth Management
Oregon
$31.9M +$117K +5,180 +0.4%
TCM
21
TruNorth Capital Management
Michigan
$28.4M +$1.92M +84,674 +7%
TF
22
Theory Financial
Colorado
$26.9M +$526K +23,188 +2%
ZRP
23
Zynergy Retirement Planning
New Jersey
$24.8M +$24.6M +1,086,900 New
TCM
24
Towercrest Capital Management
Pennsylvania
$24.7M +$447K +19,710 +2%
AWMG
25
Alliance Wealth Management Group
New Jersey
$24.6M +$1.03M +45,540 +4%