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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
SPW
351
Sonoma Private Wealth
California
$694K
MWP
352
Meridian Wealth Partners
Pennsylvania
$689K
VWA
353
Visionary Wealth Advisors
Illinois
$683K
CPIG
354
Chicago Partners Investment Group
Illinois
$671K
PAG
355
Powers Advisory Group
Illinois
$670K
AOWM
356
Alpha Omega Wealth Management
Virginia
$665K
Focus Partners Wealth
357
Focus Partners Wealth
Massachusetts
$653K
BAMG
358
Brand Asset Management Group
Missouri
$651K
LAIC
359
Lederer & Associates Investment Counsel
California
$646K
SA
360
Sovran Advisors
California
$627K
KLI
361
Kelman-Lazarov Inc
Tennessee
$620K
D
362
Dentgroup
Louisiana
$616K
EWA
363
EP Wealth Advisors
California
$613K
SDWMA
364
Schneider Downs Wealth Management Advisors
Pennsylvania
$604K
GWM
365
GK Wealth Management
Nevada
$602K
AA
366
Advisory Alpha
Michigan
$595K
LCM
367
Liberty Capital Management
Michigan
$595K
EFG
368
Embree Financial Group
Illinois
$589K
PCWA
369
Pacific Capital Wealth Advisors
California
$579K
LFA
370
Laraway Financial Advisors
Minnesota
$570K
IWM
371
IHT Wealth Management
Illinois
$562K
PFA
372
Pure Financial Advisors
California
$553K
SFA
373
Sequoia Financial Advisors
Ohio
$552K
HKIMG
374
Hutchens & Kramer Investment Management Group
Indiana
$549K
LGG
375
Luts & Greenleigh Group
Maryland
$542K