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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
ECM
501
Elgethun Capital Management
South Dakota
$232K
CWMK
502
Caliber Wealth Management (Kansas)
Kansas
$231K
QCMNJ
503
Quantum Capital Management (New Jersey)
New Jersey
$231K
MCM
504
MidAtlantic Capital Management
Virginia
$230K
PFA
505
Professional Financial Advisors
Nebraska
$228K
SFG
506
Sage Financial Group
Pennsylvania
$224K
CPCM
507
Cardinal Point Capital Management
Ontario, Canada
$222K
MCM
508
Maple Capital Management
Vermont
$221K
CCA
509
Cobblestone Capital Advisors
New York
$220K
TPWA
510
Twin Peaks Wealth Advisors
California
$217K
PA
511
PSI Advisors
Florida
$215K
MFG
512
Magnus Financial Group
New York
$214K
HFA
513
High Falls Advisors
New York
$213K
BMCM
514
Burns Matteson Capital Management
New York
$212K
SW
515
Simplicity Wealth
New Jersey
$212K
SA
516
SRH Advisors
Kansas
$211K
ECM
517
Exchange Capital Management
Michigan
$210K
SCM
518
SCS Capital Management
Massachusetts
$207K
KFS
519
Kaizen Financial Strategies
California
$205K
PFS
520
Prospera Financial Services
Texas
$205K
GWANC
521
Guardian Wealth Advisors (North Carolina)
North Carolina
$205K
IA
522
Inspire Advisors
Idaho
$204K
IFA
523
Index Fund Advisors
California
$202K
PFBT
524
Parkside Financial Bank & Trust
Missouri
$202K
OP
525
ORG Partners
Indiana
$199K