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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
FFWA
76
Forthright Family Wealth Advisory
Texas
$10M
FPAS
77
Focus Partners Advisor Solutions
Missouri
$10M
MFA
78
Mayflower Financial Advisors
Massachusetts
$9.74M
BPA
79
Beacon Pointe Advisors
California
$9.67M
Creative Planning
80
Creative Planning
Kansas
$9.38M
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$9.37M
ACA
82
Affinity Capital Advisors
California
$9.18M
FFN
83
Focus Financial Network
Minnesota
$9.12M
SEIA
84
Signature Estate & Investment Advisors
California
$8.9M
IA
85
IFP Advisors
Florida
$8.52M
LIM
86
Leavell Investment Management
Alabama
$8.44M
BMWS
87
Brady Martz Wealth Solutions
North Dakota
$8.39M
MFG
88
Merit Financial Group
Georgia
$8.27M
MWM
89
MorganRosel Wealth Management
Colorado
$8.24M
AWM
90
AE Wealth Management
Kansas
$8.19M
TWP
91
Tempus Wealth Planning
California
$8.07M
WA
92
Waterford Advisors
New York
$8M
WA
93
Waverly Advisors
Alabama
$7.94M
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$7.76M
SC
95
Savant Capital
Illinois
$7.51M
CC
96
Callan Capital
California
$7.33M
SPAS
97
Spectrum Planning & Advisory Services
California
$7.32M
AWM
98
Avior Wealth Management
Nebraska
$7.03M
WP
99
WealthShield Partners
North Carolina
$7M
PFM
100
Peak Financial Management
Massachusetts
$6.96M