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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
HOWA
426
Heritage Oak Wealth Advisors
Florida
$391K
GWM
427
GSB Wealth Management
Connecticut
$386K
P
428
&Partners
Tennessee
$386K
CMP
429
Courage Miller Partners
Virginia
$381K
Susquehanna International Group
430
Susquehanna International Group
Pennsylvania
$380K
KWA
431
Kingswood Wealth Advisors
California
$378K
WWM
432
Western Wealth Management
Colorado
$376K
NDSI
433
Newman Dignan & Sheerar Inc
Rhode Island
$373K
LSA
434
Lansing Street Advisors
Pennsylvania
$368K
NA
435
Note Advisors
New York
$365K
SWA
436
Sax Wealth Advisors
New Jersey
$363K
PWG
437
Portside Wealth Group
Utah
$362K
BAM
438
Belpointe Asset Management
Nevada
$358K
FCA
439
Fortis Capital Advisors
Kansas
$358K
OPWM
440
Oregon Pacific Wealth Management
Oregon
$352K
EWA
441
EverSource Wealth Advisors
Alabama
$349K
AIMC
442
Alley Investment Management Company
Illinois
$343K
ACA
443
American Capital Advisory
Idaho
$339K
LAM
444
Lewis Asset Management
California
$338K
GSEP
445
Golden State Equity Partners
California
$337K
JWBC
446
J.W. Burns & Co
New York
$333K
WAM
447
Worth Asset Management
Texas
$331K
AQR Capital Management
448
AQR Capital Management
Connecticut
$329K
BJL
449
Brighton Jones LLC
Washington
$328K
MMCM
450
Murphy & Mullick Capital Management
New York
$328K