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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
RC
326
Roundview Capital
New Jersey
$795K
GC
327
GatePass Capital
Ohio
$788K
SFS
328
Sowell Financial Services
Arkansas
$785K
WFC
329
Western Financial Corp
California
$783K
RFA
330
Resurgent Financial Advisors
Georgia
$776K
VWM
331
Vermillion Wealth Management
Minnesota
$768K
BFG
332
Beacon Financial Group
Texas
$763K
MWA
333
Merkkuri Wealth Advisors
New York
$758K
US Bancorp
334
US Bancorp
Minnesota
$753K
JWS
335
Juncture Wealth Strategies
Arizona
$752K
JWA
336
JFS Wealth Advisors
Pennsylvania
$747K
EFG
337
Ethos Financial Group
Pennsylvania
$746K
SWA
338
Stratos Wealth Advisors
Ohio
$738K
SFA
339
Semmax Financial Advisors
North Carolina
$733K
WIA
340
World Investment Advisors
California
$730K
EWM
341
Endowment Wealth Management
Wisconsin
$729K
AIM
342
AHL Investment Management
Florida
$724K
GC
343
Garde Capital
Washington
$720K
LEFP
344
Leading Edge Financial Planning
Tennessee
$719K
MW
345
Marcum Wealth
Ohio
$712K
BIA
346
Bigelow Investment Advisors
Maine
$711K
DLCIG
347
D.L. Carlson Investment Group
New Hampshire
$705K
RW
348
Ridgeline Wealth
Arizona
$705K
AWM
349
Apollon Wealth Management
South Carolina
$703K
CA
350
CWC Advisors
Oregon
$700K