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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 %
HWA
576
Heritage Wealth Advisors
Virginia
$16.6K +$301 +13 +2%
BF
577
BOK Financial
Oklahoma
$16.2K +$16.2K +700 New
GWSG
578
GPS Wealth Strategies Group
Colorado
$15.7K
PIP
579
Peachtree Investment Partners
Florida
$15.1K
WIM
580
Westside Investment Management
California
$14.8K -$11K -475 -43%
MA
581
Montag & Associates
Georgia
$13.1K +$93 +4 +0.7%
CAM
582
Costello Asset Management
Pennsylvania
$12.7K +$12.7K +547 New
Bank of Montreal
583
Bank of Montreal
Ontario, Canada
$12.4K -$602 -26 -5%
LRWM
584
Lord & Richards Wealth Management
Colorado
$12.1K +$12.1K +524 New
OAJ
585
Ogorek Anthony Joseph
New York
$12K +$8.68K +376 +261%
RF
586
Rossby Financial
Florida
$11.2K +$11.2K +487 New
ACM
587
Anfield Capital Management
California
$11.2K +$2.62K +113 +31%
HNB
588
Huntington National Bank
Ohio
$10.7K
CI
589
Cordant Inc
Oregon
$10.5K
NP
590
NorthRock Partners
Minnesota
$10K -$13.4K -579 -57%
Wells Fargo
591
Wells Fargo
California
$9.89K -$871K -37,613 -99%
AAP
592
Arax Advisory Partners
Colorado
$9.47K -$1.21M -52,089 -99%
AA
593
Atmos Advisory
Pennsylvania
$9.01K +$1.69K +73 +23%
CPG
594
Cornerstone Planning Group
New Jersey
$8.99K +$46 +2 +0.5%
FGAM
595
Financial Gravity Asset Management
Texas
$8.71K +$8.71K +376 New
MFT
596
Moisand Fitzgerald Tamayo
Florida
$7.13K
AG
597
AmeriFlex Group
Nevada
$7.09K -$13.4K -578 -65%
AssetMark Inc
598
AssetMark Inc
California
$6.49K -$301 -13 -4%
CVM
599
Cheviot Value Management
California
$6.45K +$6.45K +282 New
PCM
600
Palouse Capital Management
Washington
$6.11K