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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
SC
301
Shearwater Capital
Colorado
$968K
NA
302
Novus Advisors
South Carolina
$963K
VFIC
303
Valley Forge Investment Consultants
Pennsylvania
$960K
GWM
304
Geneos Wealth Management
Colorado
$935K
WCM
305
WealthTrak Capital Management
Virginia
$930K
BWM
306
BCS Wealth Management
Tennessee
$917K
LWMT
307
Legacy Wealth Management (Tennessee)
Tennessee
$911K
Empower Advisory Group
308
Empower Advisory Group
Colorado
$909K
CF
309
Corrigan Financial
Rhode Island
$908K
MCA
310
MSH Capital Advisors
Arizona
$903K
RFP
311
RCS Financial Planning
Maryland
$900K
AFP
312
Ausdal Financial Partners
Iowa
$896K
LA
313
Latitude Advisors
Florida
$893K
VWA
314
VERITY Wealth Advisors
United States
$888K
CCG
315
Catalina Capital Group
California
$883K
CIP
316
Capital Insight Partners
Arizona
$882K
FI
317
FIDELIS iM
Oregon
$865K
SIAG
318
Signet Investment Advisory Group
Rhode Island
$865K
TPCW
319
TD Private Client Wealth
New York
$840K
AWA
320
Aletheian Wealth Advisors
Washington
$838K
USCWA
321
U.S. Capital Wealth Advisors
Texas
$828K
HF
322
HRT Financial
New York
$826K
GCA
323
Gradient Capital Advisors
California
$822K
Lido Advisors
324
Lido Advisors
California
$804K
O3W
325
Omni 360 Wealth
New Jersey
$796K