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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 %
CA
551
Clearstead Advisors
Ohio
$68.5K +$278 +12 +0.4%
Citigroup
552
Citigroup
New York
$67.9K +$61.7K +2,665 +1,006%
AF
553
Allworth Financial
California
$61.9K -$105K -4,564 -63%
National Bank of Canada
554
National Bank of Canada
Quebec, Canada
$61.4K
TAM
555
Townsend Asset Management
North Carolina
$61.1K +$371 +16 +0.6%
MSG
556
Main Street Group
Virginia
$57.6K -$2.08K -90 -3%
SO
557
Sierra Ocean
California
$55.1K
BA
558
Bristlecone Advisors
Washington
$54.5K
S
559
SignatureFD
Georgia
$52.1K -$111K -4,806 -68%
PS
560
Principal Securities
Iowa
$49.2K
SIC
561
Salem Investment Counselors
North Carolina
$46.4K -$1.2K -52 -3%
FMP
562
Financial Management Professionals
Texas
$36.2K
HC
563
Hurley Capital
New York
$36K -$101K -4,340 -74%
WCM
564
Winthrop Capital Management
Indiana
$36K
LB
565
Legacy Bridge
Iowa
$35.4K
DFA
566
DHJJ Financial Advisors
Illinois
$35.3K -$2.43K -105 -6%
William Blair & Company
567
William Blair & Company
Illinois
$32.1K +$3.94K +170 +14%
SIS
568
Sound Income Strategies
Florida
$29.7K -$51.5K -2,224 -63%
PA
569
Parallel Advisors
California
$28.5K -$3.8K -164 -12%
TIM
570
Thompson Investment Management
Wisconsin
$27.7K
AIC
571
Archer Investment Corporation
Indiana
$25.6K +$46 +2 +0.2%
TVWM
572
Tower View Wealth Management
Wisconsin
$24K +$24K +1,035 New
SIS
573
Strategic Investment Solutions
Illinois
$22.3K +$139 +6 +0.6%
MHR
574
Matthew Hamilton Rosenberg
$21.6K
DF
575
DecisionPoint Financial
Arizona
$19.5K +$19.5K +840 New