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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 %
PWM
151
Perigon Wealth Management
California
$3.78M +$59.4K +2,563 +2%
FFS
152
Fischer Financial Services
Pennsylvania
$3.73M +$1.62M +70,060 +77%
Envestnet Portfolio Solutions
153
Envestnet Portfolio Solutions
Illinois
$3.64M -$3.97M -171,599 -52%
NI
154
NYL Investors
New York
$3.56M +$53.3K +2,300 +2%
FTS
155
Fifth Third Securities
Ohio
$3.54M -$2.67M -115,410 -43%
LWA
156
Lifelong Wealth Advisors
Minnesota
$3.53M +$115K +4,980 +3%
RWM
157
Rialto Wealth Management
New York
$3.45M -$49.6K -2,142 -1%
MLA
158
My Legacy Advisors
Oregon
$3.44M +$36K +1,554 +1%
MSFS
159
Main Street Financial Solutions
Pennsylvania
$3.43M +$190K +8,208 +6%
SI
160
Stonekeep Investments
New Mexico
$3.41M +$754K +32,558 +28%
GFWA
161
Grey Fox Wealth Advisors
Delaware
$3.39M -$172K -7,421 -5%
PIMG
162
Patriot Investment Management Group
Tennessee
$3.34M -$507K -21,902 -13%
NFTC
163
North Forty Two & Co
Oregon
$3.34M +$209K +9,045 +7%
HI
164
Harbour Investments
Wisconsin
$3.33M -$190K -8,208 -5%
NCM
165
Northwest Capital Management
Oregon
$3.31M +$846K +36,547 +34%
CWM
166
Chesapeake Wealth Management
Virginia
$3.31M -$53.2K -2,295 -2%
RIM
167
Redwood Investment Management
Arizona
$3.24M +$222K +9,597 +7%
PFGIA
168
Patriot Financial Group Insurance Agency
Massachusetts
$3.21M +$284K +12,262 +10%
CFGSD
169
Compass Financial Group (South Dakota)
South Dakota
$3.17M +$706K +30,463 +29%
5W
170
5T Wealth
California
$3.11M -$603K -26,055 -16%
CFMC
171
Curbstone Financial Management Corp
New Hampshire
$2.97M +$92.6K +4,000 +3%
LTL
172
Lowery Thomas LLC
California
$2.89M -$154K -6,656 -5%
HWM
173
HB Wealth Management
Georgia
$2.87M -$577K -24,928 -17%
VAF
174
Values Added Financial
District of Columbia
$2.83M +$1.4M +60,354 +98%
JFG
175
JMG Financial Group
Illinois
$2.72M -$159K -6,854 -6%