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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
LMKC
476
L.M. Kohn & Company
Ohio
$273K
CL
477
Choreo LLC
Illinois
$272K
PWM
478
Parkshore Wealth Management
California
$267K
WC
479
Waterloo Capital
Texas
$266K
MWC
480
MKD Wealth Coaches
Michigan
$265K
AFS
481
Access Financial Services
Minnesota
$265K
PA
482
PFG Advisors
Arizona
$264K
CA
483
Claro Advisors
Massachusetts
$264K
KFGG
484
Keystone Financial Group (Georgia)
Georgia
$262K
SWG
485
Summit Wealth Group
Vermont
$260K
AWA
486
Acorn Wealth Advisors
Michigan
$260K
FCIM
487
Fairview Capital Investment Management
California
$255K
WS
488
Wedbush Securities
California
$254K
SFA
489
Souders Financial Advisors
Ohio
$253K
TYCC
490
Texas Yale Capital Corp
Florida
$249K
SCM
491
Steele Capital Management
Iowa
$249K
HCA
492
Horan Capital Advisors
Ohio
$247K
VDI
493
Vaughan David Investments
Illinois
$237K
WF
494
Whelan Financial
California
$236K
GVAG
495
Great Valley Advisor Group
Delaware
$235K
SAM
496
Smartleaf Asset Management
Massachusetts
$235K
CFS
497
Cannon Financial Strategists
Georgia
$235K
TWA
498
Talisman Wealth Advisors
New Jersey
$234K
1WM
499
1900 Wealth Management
Texas
$232K
OIA
500
Optimum Investment Advisors
Illinois
$232K