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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
IPA
376
Investment Planning Advisors
Georgia
$538K
SF
377
Seek First
California
$528K
AA
378
Armis Advisers
Georgia
$521K
KPWS
379
Kestra Private Wealth Services
Texas
$518K
LFS
380
Legacy Financial Strategies
Kansas
$518K
CWM
381
Cahaba Wealth Management
Georgia
$515K
OCM
382
One Capital Management
California
$514K
SL
383
Sentinus LLC
Illinois
$509K
BCWM
384
Bartlett & Co Wealth Management
Ohio
$508K
ACP
385
Aveo Capital Partners
Colorado
$501K
Truist Financial
386
Truist Financial
North Carolina
$499K
GSWM
387
Greenup Street Wealth Management
Michigan
$497K
FC
388
Financial Consulate
Maryland
$497K
WFS
389
WealthGarden F.S.
California
$494K
NHFG
390
New Harbor Financial Group
Massachusetts
$484K
GWA
391
Geometric Wealth Advisors
District of Columbia
$480K
AIP
392
Ameritas Investment Partners
Nebraska
$477K
SAM
393
Sawgrass Asset Management
Florida
$477K
BPWM
394
Badgley Phelps Wealth Managers
Washington
$475K
FWP
395
FAS Wealth Partners
Kansas
$460K
CAL
396
Capital Advisors Ltd
Ohio
$455K
RGF
397
Retirement Guys Formula
Ohio
$454K
BC
398
Bowman & Company
Wisconsin
$453K
VCM
399
Versant Capital Management
Arizona
$453K
HCP
400
Hardin Capital Partners
South Carolina
$452K