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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
PCM
601
Palouse Capital Management
Washington
$6.11K
HCP
602
Hexagon Capital Partners
Arkansas
$6.07K
NEAM
603
New England Asset Management
Connecticut
$4.63K
HR
604
Howe & Rusling
New York
$4.36K
PWA
605
Physician Wealth Advisors
Utah
$4.17K
DF
606
Dunhill Financial
United Kingdom
$4.04K
HCM
607
Horrell Capital Management
Arkansas
$4.03K
KHC
608
Koesten Hirschmann & Crabtree
Kansas
$3.7K
CIBC Private Wealth Group
609
CIBC Private Wealth Group
Georgia
$3.67K
BC
610
Barrett & Company
Rhode Island
$3.2K
GWM
611
Guardian Wealth Management
Illinois
$3.15K
HCM
612
Hollencrest Capital Management
California
$3.01K
KPP
613
Kings Path Partners
Texas
$2.9K
LFA
614
LGT Financial Advisors
Texas
$2.78K
BAM
615
Bellevue Asset Management
Washington
$2.45K
S
616
Sachetta
Massachusetts
$2.13K
WCM
617
Weaver Capital Management
Georgia
$1.76K
MEG
618
Millstone Evans Group
Colorado
$1.67K
PNC Financial Services Group
619
PNC Financial Services Group
Pennsylvania
$1.44K
BFPW
620
BOK Financial Private Wealth
Colorado
$1.39K
VWA
621
Valued Wealth Advisors
Utah
$1.21K
AA
622
Addison Advisors
Vermont
$1.16K
TF
623
Tompkins Financial
New York
$1.11K
GM
624
GeoWealth Management
Illinois
$1.08K
HFS
625
Hantz Financial Services
Michigan
$1K