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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
CFD
101
Creative Financial Designs
Indiana
$7M
SFG
102
SNS Financial Group
Minnesota
$6.9M
MCM
103
MAI Capital Management
Ohio
$6.67M
MAM
104
Marotta Asset Management
Virginia
$6.66M
CNWM
105
Clay Northam Wealth Management
California
$6.61M
ISWM
106
Independent Solutions Wealth Management
New York
$6.56M
CAG
107
Curtis Advisory Group
California
$6.21M
PAS
108
Park Avenue Securities
New York
$6.19M
WA
109
Waverly Advisors
Alabama
$6.13M
Cambridge Investment Research Advisors
110
Cambridge Investment Research Advisors
Iowa
$6.03M
MFG
111
Midwest Financial Group
Kansas
$6.03M
FF
112
Fairway Financial
Florida
$6M
CPG
113
Cornerstone Planning Group
New Jersey
$5.96M
BWL
114
Bogart Wealth LLC
Virginia
$5.85M
NFG
115
Northeast Financial Group
Pennsylvania
$5.84M
SFS
116
Security Financial Services
Indiana
$5.82M
FTS
117
Fifth Third Securities
Ohio
$5.64M
FCH
118
Freestone Capital Holdings
Washington
$5.5M
WP
119
WealthShield Partners
North Carolina
$5.42M
VPP
120
Vertex Planning Partners
Illinois
$5.39M
HPM
121
Hoxton Planning & Management
West Virginia
$5.22M
AO
122
Advisor OS
Illinois
$5.13M
OMC
123
Old Mission Capital
Illinois
$5.09M
GFP
124
Guardian Financial Partners
California
$5.06M
MFGP
125
Marshall Financial Group (Pennsylvania)
Pennsylvania
$5.05M