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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 %
PFM
126
Phillips Financial Management
Indiana
$5.14M -$58.3K -2,516 -1%
CRC
127
Curi RMB Capital
Illinois
$5.06M -$169K -7,285 -3%
BCM
128
Brookstone Capital Management
Illinois
$5.05M +$2.96M +128,022 +142%
MFG
129
Midwest Financial Group
Kansas
$4.9M +$2.86M +123,407 +140%
GFP
130
Guardian Financial Partners
California
$4.8M -$45.9K -1,983 -0.9%
SMG
131
Smart Money Group
Texas
$4.77M +$1.41M +60,722 +42%
BBWP
132
Beacon Bridge Wealth Partners
Pennsylvania
$4.55M -$174K -7,514 -4%
KF
133
Krilogy Financial
Missouri
$4.45M +$98.1K +4,236 +2%
HCWM
134
Hidden Cove Wealth Management
Washington
$4.45M +$421K +18,165 +10%
WAM
135
Wakefield Asset Management
Colorado
$4.45M -$5.77K -249 -0.1%
BL
136
BFSG LLC
California
$4.38M +$72.6K +3,133 +2%
HA
137
HC Advisors
Georgia
$4.33M +$267K +11,538 +7%
BIM
138
Breakwater Investment Management
Washington
$4.3M +$213K +9,186 +5%
HPM
139
Hoxton Planning & Management
West Virginia
$4.29M +$1.37M +59,308 +47%
MFGP
140
Marshall Financial Group (Pennsylvania)
Pennsylvania
$4.27M -$264K -11,396 -6%
ICCON
141
Investment Counsel Company of Nevada
Nevada
$4.25M +$29.9K +1,292 +0.7%
BWA
142
Bestgate Wealth Advisors
Maryland
$4.23M +$103K +4,453 +3%
WP
143
WealthPLAN Partners
Nebraska
$4.22M +$224K +9,669 +6%
Commonwealth Equity Services
144
Commonwealth Equity Services
Massachusetts
$4.16M -$356K -15,363 -8%
PCIA
145
Prime Capital Investment Advisors
Kansas
$4.13M +$3.1M +134,003 +301%
VWA
146
VSM Wealth Advisory
Maryland
$4.08M -$2.29K -99 -0.1%
MCA
147
Midwest Capital Advisors
Michigan
$4.02M -$1.21M -52,174 -23%
FF
148
Friedenthal Financial
New Jersey
$3.94M -$1.22M -52,715 -24%
EWM
149
Empirical Wealth Management
Washington
$3.83M +$151K +6,507 +4%
VI
150
VanderPol Investments
Michigan
$3.81M +$83.5K +3,606 +2%