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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
FFO
651
Fiduciary Family Office
Florida
AC
652
Attessa Capital
Arizona
RF
653
RHS Financial
California
CPRC
654
Consolidated Portfolio Review Corp
New York
SOS
655
Silver Oak Securities
Tennessee
AP
656
Americana Partners
Texas
Corient Private Wealth
657
Corient Private Wealth
Florida
LKBC
658
L.K. Benson & Company
Maryland
CCA
659
Clearwater Capital Advisors
Illinois
AAS
660
Ameritas Advisory Services
Nebraska
WAM
661
WNY Asset Management
New York
KFG
662
Kelly Financial Group
Connecticut
T
663
Transce3nd
Texas
CFGS
664
Concourse Financial Group Securities
Alabama
MA
665
Modus Advisors
Minnesota
KFI
666
Key Financial Inc
Pennsylvania
TC
667
Truvestments Capital
Florida
NWWA
668
New Wave Wealth Advisors
Arkansas
FVIM
669
Fort Vancouver Investment Management
Washington
PA
670
Pineridge Advisors
Missouri
EWM
671
EPG Wealth Management
Georgia
CAWM
672
Capital A Wealth Management
Pennsylvania
CAS
673
Coppell Advisory Solutions
Texas
HBW
674
Hazlett, Burt & Watson
West Virginia
SS
675
Sunbelt Securities
Texas