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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
PWM
151
Perigon Wealth Management
California
$3.78M
FFS
152
Fischer Financial Services
Pennsylvania
$3.73M
Envestnet Portfolio Solutions
153
Envestnet Portfolio Solutions
Illinois
$3.64M
NI
154
NYL Investors
New York
$3.56M
FTS
155
Fifth Third Securities
Ohio
$3.54M
LWA
156
Lifelong Wealth Advisors
Minnesota
$3.53M
RWM
157
Rialto Wealth Management
New York
$3.45M
MLA
158
My Legacy Advisors
Oregon
$3.44M
MSFS
159
Main Street Financial Solutions
Pennsylvania
$3.43M
SI
160
Stonekeep Investments
New Mexico
$3.41M
GFWA
161
Grey Fox Wealth Advisors
Delaware
$3.39M
PIMG
162
Patriot Investment Management Group
Tennessee
$3.34M
NFTC
163
North Forty Two & Co
Oregon
$3.34M
HI
164
Harbour Investments
Wisconsin
$3.33M
NCM
165
Northwest Capital Management
Oregon
$3.31M
CWM
166
Chesapeake Wealth Management
Virginia
$3.31M
RIM
167
Redwood Investment Management
Arizona
$3.24M
PFGIA
168
Patriot Financial Group Insurance Agency
Massachusetts
$3.21M
CFGSD
169
Compass Financial Group (South Dakota)
South Dakota
$3.17M
5W
170
5T Wealth
California
$3.11M
CFMC
171
Curbstone Financial Management Corp
New Hampshire
$2.97M
LTL
172
Lowery Thomas LLC
California
$2.89M
HWM
173
HB Wealth Management
Georgia
$2.87M
VAF
174
Values Added Financial
District of Columbia
$2.83M
JFG
175
JMG Financial Group
Illinois
$2.72M