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Schwab US Aggregate Bond ETF

634 hedge funds and large institutions have $3.89B invested in Schwab US Aggregate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 275 increasing their positions, 235 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
634
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
60
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$39K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CMBA
226
C.M. Bidwell & Associates
Hawaii
$1.83M
LA
227
LVW Advisors
New York
$1.83M
LA
228
LexAurum Advisors
Kansas
$1.82M
BL
229
BCWM LLC
Kansas
$1.81M
NB
230
NBT Bank
New York
$1.8M
SWM
231
SeaCrest Wealth Management
New York
$1.79M
LPAM
232
Lodestar Private Asset Management
California
$1.77M
Natixis Advisors
233
Natixis Advisors
Massachusetts
$1.74M
PMG
234
ProVise Management Group
Florida
$1.74M
WA
235
WBH Advisory
Maryland
$1.73M
BIG
236
Brookwood Investment Group
Arizona
$1.71M
EFM
237
Eley Financial Management
Vermont
$1.71M
CTWM
238
Cherry Tree Wealth Management
Minnesota
$1.71M
BWM
239
Blossom Wealth Management
California
$1.69M
CIC
240
Cutler Investment Counsel
Oregon
$1.63M
CCFM
241
Clear Creek Financial Management
Washington
$1.6M
HWA
242
HHM Wealth Advisors
Tennessee
$1.55M
EAM
243
Empirical Asset Management
Massachusetts
$1.55M
AWA
244
Alaska Wealth Advisors
Alaska
$1.53M
SIM
245
Sterling Investment Management
Arizona
$1.53M
FF
246
Farnam Financial
Arizona
$1.53M
AW
247
Avion Wealth
Texas
$1.5M
SPL
248
Smart Portfolios LLC
Washington
$1.49M
MCM
249
Mendel Capital Management
Arkansas
$1.48M
CAG
250
Csenge Advisory Group
Florida
$1.47M