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Schwab US Aggregate Bond ETF

633 hedge funds and large institutions have $3.88B invested in Schwab US Aggregate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 274 increasing their positions, 235 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
+5
Holders Change %
+0.8%
% of All Funds
8.6%
Holding in Top 10
60
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.26%
% of All Funds
0.81%
New
55
Increased
274
Reduced
235
Closed
39
Calls
$39K
Puts
Net Calls
+$39K
Net Calls Change
+$68K
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
51
Asset Allocation Strategies
Michigan
$15.7M +$1.23M +53,223 +9%
JJBC
52
James J. Burns & Company
New York
$15.3M -$104K -4,480 -0.7%
BDFN
53
Bond & Devick Financial Network
Minnesota
$14.8M +$8.48M +366,361 +134%
MA
54
Mutual Advisors
Nebraska
$14.8M +$134K +5,823 +0.9%
Raymond James Financial
55
Raymond James Financial
Florida
$14.8M +$1.22M +52,702 +9%
CWM
56
Congress Wealth Management
Massachusetts
$14.2M -$769K -33,209 -5%
CMA
57
Cedar Mountain Advisors
Oregon
$14.2M +$1.11M +47,737 +8%
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$14M -$21.9K -946 -0.2%
FRA
59
FFG Retirement Advisors
Colorado
$13.7M +$145K +6,258 +1%
Cerity Partners
60
Cerity Partners
New York
$13.7M -$345K -14,891 -2%
CM
61
Columbus Macro
Pennsylvania
$13.4M -$111K -4,787 -0.8%
MGIA
62
Moneta Group Investment Advisors
Missouri
$12.8M +$545K +23,536 +4%
CWS
63
Cypress Wealth Services
California
$12.7M +$77.1K +3,330 +0.6%
RWM
64
Revisor Wealth Management
Ohio
$12.6M +$5.33M +230,044 +73%
LPL Financial
65
LPL Financial
California
$12.3M -$439K -18,968 -3%
KV
66
Kickstand Ventures
New York
$11.9M -$280K -12,070 -2%
CKAIS
67
Christensen King & Associates Investment Services
Washington
$11.5M -$8.26K -358 -0.1%
SFS
68
Summit Financial Strategies
Ohio
$11.4M +$123K +5,317 +1%
CWA
69
Clearview Wealth Advisors
Oregon
$11.2M -$69.8K -3,013 -0.6%
M
70
MYeCFO
California
$11.2M +$126K +5,425 +1%
GSF
71
Grove Street Fiduciary
New Hampshire
$11M -$81.2K -3,508 -0.7%
AA
72
Apriem Advisors
California
$10.6M +$696K +30,039 +7%
LFG
73
Larson Financial Group
Missouri
$10.5M -$777K -33,564 -7%
SFS
74
Security Financial Services
Indiana
$10.1M +$207K +8,947 +2%
SA
75
Scarborough Advisors
Maryland
$10.1M +$10.1M +434,259 New