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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 %
SF
376
Seek First
California
$528K +$528K +22,783 New
AA
377
Armis Advisers
Georgia
$521K -$216K -9,328 -29%
KPWS
378
Kestra Private Wealth Services
Texas
$518K +$14.1K +609 +3%
LFS
379
Legacy Financial Strategies
Kansas
$518K -$67.8K -2,928 -12%
CWM
380
Cahaba Wealth Management
Georgia
$515K +$3.61K +156 +0.7%
OCM
381
One Capital Management
California
$514K
SL
382
Sentinus LLC
Illinois
$509K +$204K +8,816 +67%
BCWM
383
Bartlett & Co Wealth Management
Ohio
$508K -$285K -12,314 -36%
ACP
384
Aveo Capital Partners
Colorado
$501K +$160K +6,949 +47%
Truist Financial
385
Truist Financial
North Carolina
$499K +$12.3K +532 +3%
GSWM
386
Greenup Street Wealth Management
Michigan
$497K -$1.74M -74,963 -78%
FC
387
Financial Consulate
Maryland
$497K +$41.9K +1,808 +9%
WFS
388
WealthGarden F.S.
California
$494K -$37.2K -1,607 -7%
NHFG
389
New Harbor Financial Group
Massachusetts
$484K
GWA
390
Geometric Wealth Advisors
District of Columbia
$480K +$5.42K +234 +1%
AIP
391
Ameritas Investment Partners
Nebraska
$477K -$51.4K -2,219 -10%
SAM
392
Sawgrass Asset Management
Florida
$477K
BPWM
393
Badgley Phelps Wealth Managers
Washington
$475K +$27.3K +1,177 +6%
FWP
394
FAS Wealth Partners
Kansas
$460K +$35.2K +1,521 +8%
CAL
395
Capital Advisors Ltd
Ohio
$455K
RGF
396
Retirement Guys Formula
Ohio
$454K -$5.79K -250 -1%
BC
397
Bowman & Company
Wisconsin
$453K -$572K -24,712 -56%
VCM
398
Versant Capital Management
Arizona
$453K -$30.7K -1,325 -6%
HCP
399
Hardin Capital Partners
South Carolina
$452K +$5.86K +253 +1%
ZIM
400
Zacks Investment Management
Illinois
$451K -$155K -6,694 -26%