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Schwab US Aggregate Bond ETF

617 hedge funds and large institutions have $3.88B invested in Schwab US Aggregate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 272 increasing their positions, 224 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
617
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
50
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KL
26
KilterHowling LLC
Colorado
$28.7M
TF
27
Theory Financial
Colorado
$28.6M
TCM
28
TruNorth Capital Management
Michigan
$28.5M
PAYA
29
Phil A. Younker & Associates
Alaska
$28.3M
APW
30
Austin Private Wealth
Texas
$27.7M
Jones Financial Companies
31
Jones Financial Companies
Missouri
$27.4M
MWM
32
Modern Wealth Management
Kansas
$27.1M
Bank of America
33
Bank of America
North Carolina
$26.7M
MAG
34
Mokosak Advisory Group
Iowa
$26.2M
AWMG
35
Alliance Wealth Management Group
New Jersey
$25M
TCM
36
Towercrest Capital Management
Pennsylvania
$25M
Osaic Holdings
37
Osaic Holdings
Arizona
$24.8M
CCWA
38
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$23.6M
Morgan Stanley
39
Morgan Stanley
New York
$23.5M
PSA
40
Plum Street Advisors
Louisiana
$23.3M
NP
41
NorthRock Partners
Minnesota
$22M
SA
42
Sanctuary Advisors
Indiana
$21.7M
TWM
43
TSA Wealth Management
Texas
$21.7M
LPL Financial
44
LPL Financial
California
$20.3M
AAS
45
Asset Allocation Strategies
Michigan
$19.7M
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
$19.5M
OWA
47
One Wealth Advisors
California
$18.9M
VAS
48
Vestmark Advisory Solutions
Massachusetts
$18.2M
MYIA
49
Mount Yale Investment Advisors
Colorado
$18.2M
RWP
50
Revolve Wealth Partners
New Jersey
$17.7M