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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
SFMG
251
Sage Financial Management Group
Virginia
$1.43M
TCA
252
Transcend Capital Advisors
New Jersey
$1.42M
ISFAN
253
Investor's Fiduciary Advisor Network
Washington
$1.41M
AWC
254
Adamsbrown Wealth Consultants
Kansas
$1.41M
SFA
255
Seneca Financial Advisors
New York
$1.38M
OFS
256
OMC Financial Services
New York
$1.38M
MCM
257
MAI Capital Management
Ohio
$1.36M
SWM
258
Stockman Wealth Management
Montana
$1.34M
SVWG
259
Shared Vision Wealth Group
United States
$1.34M
CFS
260
Coordinated Financial Services
Colorado
$1.32M
GLLW
261
Graves Light Lenhart Wealth
Virginia
$1.32M
PAG
262
Private Advisor Group
New Jersey
$1.31M
MWM
263
Modera Wealth Management
New Jersey
$1.3M
CTC
264
Central Trust Company
Missouri
$1.29M
HWP
265
Heritage Wealth Partners
Ohio
$1.28M
GS
266
GWN Securities
Florida
$1.27M
KJWM
267
Kiley Juergens Wealth Management
Washington
$1.26M
WAL
268
W Advisors LLC
Tennessee
$1.26M
OMC
269
Old Mission Capital
Illinois
$1.26M
TC
270
TownSquare Capital
Utah
$1.25M
LA
271
Lane & Associates
New Jersey
$1.25M
HIF
272
Hill Island Financial
Michigan
$1.24M
AWA
273
Arete Wealth Advisors
Illinois
$1.23M
BFA
274
Beacon Financial Advisory
Ohio
$1.23M
TCM
275
Twele Capital Management
Minnesota
$1.2M