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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
PFS
651
Prospera Financial Services
Texas
IFA
652
Index Fund Advisors
California
KGP
653
Keystone Global Partners
Colorado
Fisher Asset Management
654
Fisher Asset Management
Washington
TPWA
655
Twin Peaks Wealth Advisors
California
GWANC
656
Guardian Wealth Advisors (North Carolina)
North Carolina
AAP
657
Arax Advisory Partners
Colorado
TIM
658
Total Investment Management
Arizona
TCM
659
Traub Capital Management
Massachusetts
SO
660
Sierra Ocean
California
BA
661
Bristlecone Advisors
Washington
William Blair & Company
662
William Blair & Company
Illinois
CAM
663
Costello Asset Management
Pennsylvania
SIS
664
Sound Income Strategies
Florida
AG
665
AmeriFlex Group
Nevada
HR
666
Howe & Rusling
New York
DF
667
Dunhill Financial
United Kingdom
TRCT
668
Tower Research Capital (TRC)
New York
HCM
669
Hollencrest Capital Management
California
GM
670
GeoWealth Management
Illinois
SS
671
Sunbelt Securities
Texas
SRCM
672
Signature Resources Capital Management
California
NC
673
NewSquare Capital
Pennsylvania
ADL
674
Asset Dedication LLC
California
SN
675
Sittner & Nelson
Oregon