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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
PFM
126
Phillips Financial Management
Indiana
$5.14M
CRC
127
Curi RMB Capital
Illinois
$5.06M
BCM
128
Brookstone Capital Management
Illinois
$5.05M
MFG
129
Midwest Financial Group
Kansas
$4.9M
GFP
130
Guardian Financial Partners
California
$4.8M
SMG
131
Smart Money Group
Texas
$4.77M
BBWP
132
Beacon Bridge Wealth Partners
Pennsylvania
$4.55M
KF
133
Krilogy Financial
Missouri
$4.45M
HCWM
134
Hidden Cove Wealth Management
Washington
$4.45M
WAM
135
Wakefield Asset Management
Colorado
$4.45M
BL
136
BFSG LLC
California
$4.38M
HA
137
HC Advisors
Georgia
$4.33M
BIM
138
Breakwater Investment Management
Washington
$4.3M
HPM
139
Hoxton Planning & Management
West Virginia
$4.29M
MFGP
140
Marshall Financial Group (Pennsylvania)
Pennsylvania
$4.27M
ICCON
141
Investment Counsel Company of Nevada
Nevada
$4.25M
BWA
142
Bestgate Wealth Advisors
Maryland
$4.23M
WP
143
WealthPLAN Partners
Nebraska
$4.22M
Commonwealth Equity Services
144
Commonwealth Equity Services
Massachusetts
$4.16M
PCIA
145
Prime Capital Investment Advisors
Kansas
$4.13M
VWA
146
VSM Wealth Advisory
Maryland
$4.08M
MCA
147
Midwest Capital Advisors
Michigan
$4.02M
FF
148
Friedenthal Financial
New Jersey
$3.94M
EWM
149
Empirical Wealth Management
Washington
$3.83M
VI
150
VanderPol Investments
Michigan
$3.81M