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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
DF
576
DecisionPoint Financial
Arizona
$19.5K
HWA
577
Heritage Wealth Advisors
Virginia
$16.6K
BF
578
BOK Financial
Oklahoma
$16.2K
GWSG
579
GPS Wealth Strategies Group
Colorado
$15.7K
PIP
580
Peachtree Investment Partners
Florida
$15.1K
WIM
581
Westside Investment Management
California
$14.8K
MA
582
Montag & Associates
Georgia
$13.1K
CAM
583
Costello Asset Management
Pennsylvania
$12.7K
Bank of Montreal
584
Bank of Montreal
Ontario, Canada
$12.4K
LRWM
585
Lord & Richards Wealth Management
Colorado
$12.1K
OAJ
586
Ogorek Anthony Joseph
New York
$12K
RF
587
Rossby Financial
Florida
$11.2K
ACM
588
Anfield Capital Management
California
$11.2K
HNB
589
Huntington National Bank
Ohio
$10.7K
CI
590
Cordant Inc
Oregon
$10.5K
NP
591
NorthRock Partners
Minnesota
$10K
Wells Fargo
592
Wells Fargo
California
$9.89K
AAP
593
Arax Advisory Partners
Colorado
$9.47K
AA
594
Atmos Advisory
Pennsylvania
$9.01K
CPG
595
Cornerstone Planning Group
New Jersey
$8.98K
FGAM
596
Financial Gravity Asset Management
Texas
$8.71K
MFT
597
Moisand Fitzgerald Tamayo
Florida
$7.13K
AG
598
AmeriFlex Group
Nevada
$7.09K
AssetMark Inc
599
AssetMark Inc
California
$6.49K
CVM
600
Cheviot Value Management
California
$6.45K