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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
IWC
101
Integrated Wealth Concepts
Massachusetts
$6.93M
MAM
102
Marotta Asset Management
Virginia
$6.86M
CNWM
103
Clay Northam Wealth Management
California
$6.71M
C1AG
104
Client 1st Advisory Group
Florida
$6.65M
ISWM
105
Independent Solutions Wealth Management
New York
$6.58M
RWM
106
Reston Wealth Management
Virginia
$6.39M
SFG
107
SNS Financial Group
Minnesota
$6.32M
TA
108
TPG Advisors
Illinois
$6.2M
FCH
109
Freestone Capital Holdings
Washington
$6.16M
DWP
110
Daymark Wealth Partners
Ohio
$6.14M
CFD
111
Creative Financial Designs
Indiana
$5.87M
BWL
112
Bogart Wealth LLC
Virginia
$5.87M
FF
113
Fairway Financial
Florida
$5.83M
ATPW
114
Ashton Thomas Private Wealth
Arizona
$5.72M
CAG
115
Curtis Advisory Group
California
$5.57M
AWS
116
Atria Wealth Solutions
New York
$5.56M
Osaic Holdings
117
Osaic Holdings
Arizona
$5.49M
SWM
118
SigFig Wealth Management
California
$5.48M
MML Investors Services
119
MML Investors Services
Massachusetts
$5.47M
RSWM
120
Robertson Stephens Wealth Management
California
$5.44M
Cambridge Investment Research Advisors
121
Cambridge Investment Research Advisors
Iowa
$5.41M
VPP
122
Vertex Planning Partners
Illinois
$5.3M
NFG
123
Northeast Financial Group
Pennsylvania
$5.29M
AR
124
Apeiron RIA
Texas
$5.26M
TWM
125
Tradition Wealth Management
Minnesota
$5.2M