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Schwab US Aggregate Bond ETF

631 hedge funds and large institutions have $3.75B invested in Schwab US Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 224 increasing their positions, 284 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
631
Holders Change
-2
Holders Change %
-0.32%
% of All Funds
8.46%
Holding in Top 10
50
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-16.67%
% of All Funds
0.67%
New
52
Increased
224
Reduced
284
Closed
43
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RGF
401
Retirement Guys Formula
Ohio
$453K -$2.51K -108 -0.6%
WPC
402
Wedmont Private Capital
Pennsylvania
$452K
ZIM
403
Zacks Investment Management
Illinois
$446K -$6.25K -269 -1%
FC
404
Financial Consulate
Maryland
$446K -$53.2K -2,290 -11%
PFA
405
Pure Financial Advisors
California
$443K -$112K -4,798 -20%
HCP
406
Hardin Capital Partners
South Carolina
$443K -$9.17K -396 -2%
PA
407
Parallel Advisors
California
$442K +$413K +17,783 +1,446%
BC
408
Bowman & Company
Wisconsin
$440K -$14.5K -623 -3%
MWG
409
Martin Worley Group
Utah
$437K -$5.76K -248 -1%
SWM
410
Sculati Wealth Management
Michigan
$432K +$432K +18,603 New
KWM
411
Kingsview Wealth Management
Oregon
$427K +$6.65K +286 +2%
W
412
WealthCollab
Washington
$419K
SWA
413
Sax Wealth Advisors
New Jersey
$419K +$54.9K +2,363 +15%
CFG
414
Cooper Financial Group
California
$414K -$1.92M -82,460 -82%
RWM
415
RBA Wealth Management
California
$410K +$11.4K +491 +3%
CA
416
Claro Advisors
Massachusetts
$407K +$142K +6,113 +54%
FA
417
FDx Advisors
Illinois
$403K -$23.2K -1,001 -5%
WFS
418
Walker Financial Services
Kentucky
$399K +$2.32K +100 +0.6%
JF
419
Joule Financial
Kentucky
$394K -$16.2K -699 -4%
AL
420
Aspiriant LLC
California
$391K -$12.3K -528 -3%
AWM
421
Apollon Wealth Management
South Carolina
$387K -$319K -13,705 -45%
OPWM
422
Oregon Pacific Wealth Management
Oregon
$386K +$32.8K +1,410 +9%
CF
423
Centaurus Financial
California
$383K -$52.9K -2,277 -12%
HOWA
424
Heritage Oak Wealth Advisors
Florida
$383K -$9.34K -402 -2%
CMP
425
Courage Miller Partners
Virginia
$383K