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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 %
IWC
101
Integrated Wealth Concepts
Massachusetts
$6.93M -$132K -5,700 -2%
MAM
102
Marotta Asset Management
Virginia
$6.86M -$6.75M -142,119 -50%
CNWM
103
Clay Northam Wealth Management
California
$6.71M +$496K +21,396 +8%
C1AG
104
Client 1st Advisory Group
Florida
$6.65M -$343K -14,823 -5%
ISWM
105
Independent Solutions Wealth Management
New York
$6.58M +$265K +11,439 +4%
RWM
106
Reston Wealth Management
Virginia
$6.39M -$709K -30,607 -10%
SFG
107
SNS Financial Group
Minnesota
$6.32M +$183K +7,913 +3%
TA
108
TPG Advisors
Illinois
$6.2M -$330K -14,240 -5%
FCH
109
Freestone Capital Holdings
Washington
$6.16M -$420K -18,140 -6%
DWP
110
Daymark Wealth Partners
Ohio
$6.14M +$578K +24,974 +10%
CFD
111
Creative Financial Designs
Indiana
$5.87M +$423K +18,277 +8%
BWL
112
Bogart Wealth LLC
Virginia
$5.87M +$85.2K +3,677 +1%
FF
113
Fairway Financial
Florida
$5.83M +$40.8K +1,762 +0.7%
ATPW
114
Ashton Thomas Private Wealth
Arizona
$5.72M +$1.77M +76,265 +45%
CAG
115
Curtis Advisory Group
California
$5.57M -$39.3K -1,695 -0.7%
AWS
116
Atria Wealth Solutions
New York
$5.56M -$2.75M -118,738 -33%
Osaic Holdings
117
Osaic Holdings
Arizona
$5.49M -$5.07M -218,829 -48%
SWM
118
SigFig Wealth Management
California
$5.48M +$191K +15,425 +4%
MML Investors Services
119
MML Investors Services
Massachusetts
$5.47M +$313K +13,501 +6%
RSWM
120
Robertson Stephens Wealth Management
California
$5.44M -$1.26M -54,532 -19%
Cambridge Investment Research Advisors
121
Cambridge Investment Research Advisors
Iowa
$5.41M -$5.26M -226,916 -49%
VPP
122
Vertex Planning Partners
Illinois
$5.3M +$70K +3,024 +1%
NFG
123
Northeast Financial Group
Pennsylvania
$5.29M +$167K +7,197 +3%
AR
124
Apeiron RIA
Texas
$5.26M +$1.05M +45,161 +25%
TWM
125
Tradition Wealth Management
Minnesota
$5.2M +$106K +4,598 +2%