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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
AWM
76
AE Wealth Management
Kansas
$9.56M
MWM
77
MorganRosel Wealth Management
Colorado
$9.4M
ACA
78
Affinity Capital Advisors
California
$9.3M
AC
79
AlphaCore Capital
California
$9.26M
FFN
80
Focus Financial Network
Minnesota
$9.24M
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$9.24M
BPA
82
Beacon Pointe Advisors
California
$9.23M
WA
83
Waterford Advisors
New York
$9.02M
SEIA
84
Signature Estate & Investment Advisors
California
$8.7M
FRA
85
FFG Retirement Advisors
Colorado
$8.67M
TWP
86
Tempus Wealth Planning
California
$8.54M
BAS
87
Breakthru Advisory Services
Wisconsin
$8.34M
LFG
88
Larson Financial Group
Missouri
$8.24M
IWC
89
Integrated Wealth Concepts
Massachusetts
$8.14M
PFM
90
Peak Financial Management
Massachusetts
$7.95M
HCM
91
Hengehold Capital Management
Ohio
$7.9M
ATPW
92
Ashton Thomas Private Wealth
Arizona
$7.89M
AG
93
Ascent Group
Virginia
$7.88M
RWM
94
Reston Wealth Management
Virginia
$7.73M
LIM
95
Leavell Investment Management
Alabama
$7.53M
FFWA
96
Forthright Family Wealth Advisory
Texas
$7.35M
C1AG
97
Client 1st Advisory Group
Florida
$7.31M
MFG
98
Merit Financial Group
Georgia
$7.2M
AR
99
Apeiron RIA
Texas
$7.09M
AWM
100
Avior Wealth Management
Nebraska
$7.04M