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Schwab US Aggregate Bond ETF

633 hedge funds and large institutions have $3.88B invested in Schwab US Aggregate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 274 increasing their positions, 235 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
+5
Holders Change %
+0.8%
% of All Funds
8.6%
Holding in Top 10
60
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.26%
% of All Funds
0.81%
New
55
Increased
274
Reduced
235
Closed
39
Calls
$39K
Puts
Net Calls
+$39K
Net Calls Change
+$68K
Name Holding Trade Value Shares
Change
Shares
Change %
SC
301
Shearwater Capital
Colorado
$968K
NA
302
Novus Advisors
South Carolina
$963K +$52K +2,245 +6%
VFIC
303
Valley Forge Investment Consultants
Pennsylvania
$960K -$1.03M -44,557 -52%
GWM
304
Geneos Wealth Management
Colorado
$935K +$417K +18,024 +81%
WCM
305
WealthTrak Capital Management
Virginia
$930K +$27.8K +1,202 +3%
BWM
306
BCS Wealth Management
Tennessee
$917K -$18.4K -795 -2%
LWMT
307
Legacy Wealth Management (Tennessee)
Tennessee
$911K +$358K +15,455 +65%
Empower Advisory Group
308
Empower Advisory Group
Colorado
$909K
CF
309
Corrigan Financial
Rhode Island
$908K -$641K -27,666 -41%
MCA
310
MSH Capital Advisors
Arizona
$903K +$366K +15,818 +68%
RFP
311
RCS Financial Planning
Maryland
$900K +$246K +10,621 +38%
AFP
312
Ausdal Financial Partners
Iowa
$896K +$31.4K +1,355 +4%
LA
313
Latitude Advisors
Florida
$893K +$62.2K +2,684 +7%
VWA
314
VERITY Wealth Advisors
United States
$888K -$175K -7,553 -16%
CCG
315
Catalina Capital Group
California
$883K +$29.2K +1,259 +3%
CIP
316
Capital Insight Partners
Arizona
$882K -$1.14K -49 -0.1%
FI
317
FIDELIS iM
Oregon
$865K
SIAG
318
Signet Investment Advisory Group
Rhode Island
$865K +$34K +1,466 +4%
TPCW
319
TD Private Client Wealth
New York
$840K +$198K +8,535 +31%
AWA
320
Aletheian Wealth Advisors
Washington
$838K +$23 +1 +0%
USCWA
321
U.S. Capital Wealth Advisors
Texas
$828K -$229K -9,898 -22%
HF
322
HRT Financial
New York
$826K +$826K +35,682 New
GCA
323
Gradient Capital Advisors
California
$822K +$27.7K +1,197 +3%
Lido Advisors
324
Lido Advisors
California
$804K -$964K -41,642 -55%
O3W
325
Omni 360 Wealth
New Jersey
$796K +$40.3K +1,738 +5%