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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
OFG
276
Orcam Financial Group
California
$1.19M
IA
277
IFG Advisory
Georgia
$1.17M
ASN
278
Advisory Services Network
Georgia
$1.17M
HFO
279
Heritage Family Offices
Arizona
$1.14M
TNA
280
True North Advisors
Texas
$1.13M
FA
281
Faithward Advisors
Pennsylvania
$1.13M
PEA
282
Park Edge Advisors
Ohio
$1.1M
CIC
283
Carnegie Investment Counsel
Ohio
$1.09M
SAW
284
Signal Advisors Wealth
Michigan
$1.08M
NRI
285
NFP Retirement Inc
California
$1.06M
MWM
286
Maripau Wealth Management
Indiana
$1.03M
FFA
287
Farther Finance Advisors
California
$1.02M
KF
288
K2 Financial
California
$1.01M
Koshinski Asset Management
289
Koshinski Asset Management
Illinois
$1,000K
MCCP
290
Mission Creek Capital Partners
California
$998K
HWM
291
Hobbs Wealth Management
Indiana
$992K
KAS
292
Kestra Advisory Services
Texas
$990K
HP
293
Haven Private
Florida
$988K
GWWM
294
Great Waters Wealth Management
Minnesota
$982K
CFA
295
Cahill Financial Advisors
Minnesota
$977K
BWA
296
Burt Wealth Advisors
Maryland
$974K
CCM
297
Crabel Capital Management
California
$973K
AA
298
Alesco Advisors
New York
$973K
SAG
299
SageView Advisory Group
California
$973K
PFA
300
Pinnacle Family Advisors
Missouri
$970K