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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
ZIM
401
Zacks Investment Management
Illinois
$451K
OAP
402
One Advisory Partners
Kansas
$449K
WA
403
Wealth Alliance
New York
$448K
FEM
404
Fulcrum Equity Management
Texas
$446K
WPC
405
Wedmont Private Capital
Pennsylvania
$446K
MWG
406
Martin Worley Group
Utah
$441K
CF
407
Centaurus Financial
California
$434K
SFP
408
Sherwood Financial Partners
California
$434K
FMWA
409
Forvis Mazars Wealth Advisors
Missouri
$430K
FA
410
Fermata Advisors
California
$427K
OSAM
411
O'Shaughnessy Asset Management
Connecticut
$426K
QWP
412
Quotient Wealth Partners
Texas
$425K
FA
413
FDx Advisors
Illinois
$425K
HSA
414
HBK Sorce Advisory
Pennsylvania
$423K
KWM
415
Kingsview Wealth Management
Oregon
$419K
W
416
WealthCollab
Washington
$418K
RRCM
417
Rappaport Reiches Capital Management
Illinois
$409K
JF
418
Joule Financial
Kentucky
$409K
SPWG
419
Syntegra Private Wealth Group
Missouri
$408K
AL
420
Aspiriant LLC
California
$402K
ACA
421
Aptus Capital Advisors
Alabama
$398K
DBRC
422
D.B. Root & Company
Pennsylvania
$398K
RWM
423
RBA Wealth Management
California
$397K
WFS
424
Walker Financial Services
Kentucky
$396K
SL
425
SWMG LLC
Texas
$392K