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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 %
PWMG
526
Prestige Wealth Management Group
New Jersey
$178K +$36.7K +1,584 +26%
EA
527
Evolution Advisers
Virginia
$176K
IRC
528
Investors Research Corp
Georgia
$164K
VNA
529
Valley National Advisers
Pennsylvania
$159K -$9.91K -430 -6%
DCM
530
Davis Capital Management
Florida
$157K +$8.08K +349 +5%
SWM
531
Spire Wealth Management
Virginia
$154K +$811 +35 +0.5%
GJIA
532
Glass Jacobson Investment Advisors
Maryland
$148K
TFA
533
Toth Financial Advisory
Virginia
$139K
FRA
534
Front Row Advisors
California
$135K +$23 +1 +0%
AF
535
Advisornet Financial
Minnesota
$124K +$12.9K +559 +12%
QCG
536
Quadrant Capital Group
Ohio
$122K -$127K -5,476 -51%
WWM
537
Wagner Wealth Management
South Carolina
$122K +$17K +733 +16%
CTA
538
Colonial Trust Advisors
South Carolina
$121K +$121K +5,238 New
CA
539
CoreCap Advisors
Michigan
$117K +$6.74K +291 +6%
NMG
540
New Millennium Group
Utah
$116K +$77.4K +3,342 +201%
CCM
541
Coldstream Capital Management
Washington
$115K +$115K +4,976 New
NRC
542
New Republic Capital
North Carolina
$104K +$59.5K +2,569 +133%
BlackRock
543
BlackRock
New York
$102K +$834 +36 +0.8%
AWM
544
Accredited Wealth Management
Kentucky
$99.3K +$46 +2 +0%
CIAS
545
Capital Investment Advisory Services
North Carolina
$97.3K
GIP
546
Granite Investment Partners
California
$87.5K
RIL
547
Rothschild Investment LLC
Illinois
$86.1K
SPIA
548
Steward Partners Investment Advisory
New York
$77.9K
Comerica Bank
549
Comerica Bank
Texas
$73.2K -$287K -12,375 -80%
SC
550
Stephens Consulting
Michigan
$71.1K