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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
SC
551
Stephens Consulting
Michigan
$71.1K
CA
552
Clearstead Advisors
Ohio
$68.5K
Citigroup
553
Citigroup
New York
$67.9K
AF
554
Allworth Financial
California
$61.9K
National Bank of Canada
555
National Bank of Canada
Quebec, Canada
$61.4K
TAM
556
Townsend Asset Management
North Carolina
$61.1K
MSG
557
Main Street Group
Virginia
$57.6K
SO
558
Sierra Ocean
California
$55.1K
BA
559
Bristlecone Advisors
Washington
$54.5K
S
560
SignatureFD
Georgia
$52.1K
PS
561
Principal Securities
Iowa
$49.2K
SIC
562
Salem Investment Counselors
North Carolina
$46.4K
FMP
563
Financial Management Professionals
Texas
$36.2K
HC
564
Hurley Capital
New York
$36K
WCM
565
Winthrop Capital Management
Indiana
$36K
LB
566
Legacy Bridge
Iowa
$35.4K
DFA
567
DHJJ Financial Advisors
Illinois
$35.3K
William Blair & Company
568
William Blair & Company
Illinois
$32.1K
SIS
569
Sound Income Strategies
Florida
$29.7K
PA
570
Parallel Advisors
California
$28.5K
TIM
571
Thompson Investment Management
Wisconsin
$27.7K
AIC
572
Archer Investment Corporation
Indiana
$25.6K
TVWM
573
Tower View Wealth Management
Wisconsin
$24K
SIS
574
Strategic Investment Solutions
Illinois
$22.3K
MHR
575
Matthew Hamilton Rosenberg
$21.6K