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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
TIAA Trust, National Association
451
TIAA Trust, National Association
North Carolina
$324K
MHB
452
Midwest Heritage Bank
Iowa
$322K
DW30
453
Drucker Wealth 3.0
New Jersey
$320K
MOS
454
MGO One Seven
Ohio
$317K
OWM
455
Opes Wealth Management
California
$315K
DAS
456
Dynamic Advisor Solutions
Arizona
$312K
CW
457
Code Waechter
Florida
$311K
GI
458
GS Investments
Minnesota
$309K
AIA
459
Accelerate Investment Advisors
California
$309K
Royal Bank of Canada
460
Royal Bank of Canada
Ontario, Canada
$308K
FNC
461
First National Corp
Massachusetts
$306K
KWM
462
Keebeck Wealth Management
Illinois
$300K
MF
463
Manchester Financial
California
$298K
BH
464
Burk Holdings
Oklahoma
$298K
PIFP
465
Partners in Financial Planning
Virginia
$298K
NA
466
NewEdge Advisors
Louisiana
$295K
PSCM
467
Per Stirling Capital Management
Texas
$291K
DIS
468
Diversified Investment Strategies
Louisiana
$291K
RW
469
Regimen Wealth
Georgia
$290K
NG
470
Novem Group
New York
$284K
CPA
471
Cardiff Park Advisors
California
$282K
EK
472
Evensky & Katz
Florida
$280K
CWM
473
Certus Wealth Management
California
$280K
KGP
474
Keystone Global Partners
Colorado
$276K
AFG
475
Atomi Financial Group
New York
$275K