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Schwab US Aggregate Bond ETF

633 hedge funds and large institutions have $3.88B invested in Schwab US Aggregate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 274 increasing their positions, 235 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
+5
Holders Change %
+0.8%
% of All Funds
8.6%
Holding in Top 10
60
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.26%
% of All Funds
0.81%
New
55
Increased
274
Reduced
235
Closed
39
Calls
$39K
Puts
Net Calls
+$39K
Net Calls Change
+$68K
Name Holding Trade Value Shares
Change
Shares
Change %
CWMK
501
Caliber Wealth Management (Kansas)
Kansas
$231K +$231K +9,987 New
QCMNJ
502
Quantum Capital Management (New Jersey)
New Jersey
$231K +$5.98K +258 +3%
MCM
503
MidAtlantic Capital Management
Virginia
$230K -$417 -18 -0.2%
PFA
504
Professional Financial Advisors
Nebraska
$228K +$228K +9,865 New
SFG
505
Sage Financial Group
Pennsylvania
$224K +$224K +9,652 New
CPCM
506
Cardinal Point Capital Management
Ontario, Canada
$222K +$222K +9,606 New
MCM
507
Maple Capital Management
Vermont
$221K -$14.9K -645 -6%
CCA
508
Cobblestone Capital Advisors
New York
$220K -$14.2K -612 -6%
TPWA
509
Twin Peaks Wealth Advisors
California
$217K +$217K +9,456 New
PA
510
PSI Advisors
Florida
$215K +$23.9K +1,034 +13%
MFG
511
Magnus Financial Group
New York
$214K +$214K +9,241 New
HFA
512
High Falls Advisors
New York
$213K +$213K +9,210 New
BMCM
513
Burns Matteson Capital Management
New York
$212K +$162 +7 +0.1%
SW
514
Simplicity Wealth
New Jersey
$212K +$212K +9,141 New
SA
515
SRH Advisors
Kansas
$211K
ECM
516
Exchange Capital Management
Michigan
$210K -$252K -10,874 -55%
SCM
517
SCS Capital Management
Massachusetts
$207K +$207K +8,954 New
KFS
518
Kaizen Financial Strategies
California
$205K -$1.14M -49,434 -85%
PFS
519
Prospera Financial Services
Texas
$205K -$1.3K -56 -0.6%
GWANC
520
Guardian Wealth Advisors (North Carolina)
North Carolina
$205K -$4.77K -206 -2%
IA
521
Inspire Advisors
Idaho
$204K -$1.41K -61 -0.7%
IFA
522
Index Fund Advisors
California
$202K -$28.8K -1,245 -12%
PFBT
523
Parkside Financial Bank & Trust
Missouri
$202K +$1.44K +62 +0.7%
OP
524
ORG Partners
Indiana
$199K -$202K -8,716 -50%
Fidelity Investments
525
Fidelity Investments
Massachusetts
$186K +$135K +5,826 +265%