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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 %
FFWA
76
Forthright Family Wealth Advisory
Texas
$10M -$218K -9,397 -2%
FPAS
77
Focus Partners Advisor Solutions
Missouri
$10M -$2.25M -97,205 -18%
MFA
78
Mayflower Financial Advisors
Massachusetts
$9.74M +$412K +17,809 +4%
BPA
79
Beacon Pointe Advisors
California
$9.67M -$98.7K -4,261 -1%
Creative Planning
80
Creative Planning
Kansas
$9.38M -$292K -12,623 -3%
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$9.37M +$430K +18,551 +5%
ACA
82
Affinity Capital Advisors
California
$9.18M +$2.85M +125,628 +45%
FFN
83
Focus Financial Network
Minnesota
$9.12M +$331K +14,289 +4%
SEIA
84
Signature Estate & Investment Advisors
California
$8.9M +$527K +22,752 +6%
IA
85
IFP Advisors
Florida
$8.52M +$837K +36,137 +11%
LIM
86
Leavell Investment Management
Alabama
$8.44M -$480K -20,725 -5%
BMWS
87
Brady Martz Wealth Solutions
North Dakota
$8.39M -$1.46M -63,117 -15%
MFG
88
Merit Financial Group
Georgia
$8.27M -$184K -7,926 -2%
MWM
89
MorganRosel Wealth Management
Colorado
$8.24M -$101K -4,349 -1%
AWM
90
AE Wealth Management
Kansas
$8.19M +$527K +22,761 +7%
TWP
91
Tempus Wealth Planning
California
$8.07M +$1.27M +54,748 +19%
WA
92
Waterford Advisors
New York
$8M +$8M +345,285 New
WA
93
Waverly Advisors
Alabama
$7.94M +$57.8K +2,494 +0.7%
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$7.76M -$11.1K -480 -0.1%
SC
95
Savant Capital
Illinois
$7.51M +$4.77M +205,806 +174%
CC
96
Callan Capital
California
$7.33M -$130K -5,629 -2%
SPAS
97
Spectrum Planning & Advisory Services
California
$7.32M +$1.22M +52,470 +20%
AWM
98
Avior Wealth Management
Nebraska
$7.03M +$788K +34,010 +13%
WP
99
WealthShield Partners
North Carolina
$7M +$37.3K +1,609 +0.5%
PFM
100
Peak Financial Management
Massachusetts
$6.96M +$567K +24,471 +9%