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Schwab US Aggregate Bond ETF

617 hedge funds and large institutions have $3.88B invested in Schwab US Aggregate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 272 increasing their positions, 224 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
617
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
50
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
601
Bellevue Asset Management
Washington
$2.49K
PWA
602
Physician Wealth Advisors
Utah
$2.21K
WCM
603
Weaver Capital Management
Georgia
$1.78K
MEG
604
Millstone Evans Group
Colorado
$1.69K
CSC
605
Caldwell Sutter Capital
California
$1.51K
BFPW
606
BOK Financial Private Wealth
Colorado
$1.41K
KFP
607
Kerr Financial Planning
California
$1.31K
AA
608
Addison Advisors
Vermont
$1.17K
TF
609
Tompkins Financial
New York
$1.13K
NC
610
North Capital
Utah
$1.04K
HFS
611
Hantz Financial Services
Michigan
$1K
OHWP
612
Oak Harbor Wealth Partners
North Carolina
$821
MFT
613
Moisand Fitzgerald Tamayo
Florida
$658
ICM
614
Islay Capital Management
Texas
$516
IF
615
Integrity Financial
Wyoming
$469
MAFA
616
MJT & Associates Financial Advisory
Minnesota
$94
OSAM
617
O'Shaughnessy Asset Management
Connecticut
$47
MG
618
Mather Group
Illinois
$47
CPCM
619
Cardinal Point Capital Management
Ontario, Canada
ACM
620
AlphaStar Capital Management
North Carolina
RSWM
621
Robertson Stephens Wealth Management
California
Susquehanna International Group
622
Susquehanna International Group
Pennsylvania
VWA
623
VSM Wealth Advisory
Maryland
VIA
624
Victrix Investment Advisors
Florida
FTUS
625
Flow Traders U.S.
New York