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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
Commonwealth Equity Services
151
Commonwealth Equity Services
Massachusetts
$3.68M
VFS
152
Valpey Financial Services
New Hampshire
$3.67M
RIM
153
Redwood Investment Management
Arizona
$3.57M
EWM
154
Empirical Wealth Management
Washington
$3.55M
SWP
155
Strategic Wealth Partners
Ohio
$3.5M
BIM
156
Breakwater Investment Management
Washington
$3.5M
NI
157
NYL Investors
New York
$3.48M
CHA
158
Cooper/Haims Advisors
New York
$3.43M
SMG
159
Smart Money Group
Texas
$3.42M
PIMG
160
Patriot Investment Management Group
Tennessee
$3.37M
OC
161
Oarsman Capital
Wisconsin
$3.37M
HCWM
162
Hidden Cove Wealth Management
Washington
$3.34M
GFWA
163
Grey Fox Wealth Advisors
Delaware
$3.29M
GRP
164
Global Retirement Partners
California
$3.29M
FFA
165
Farther Finance Advisors
California
$3.25M
PFGIA
166
Patriot Financial Group Insurance Agency
Massachusetts
$3.24M
NFTC
167
North Forty Two & Co
Oregon
$3.22M
CWM
168
Chesapeake Wealth Management
Virginia
$3.22M
LTL
169
Lowery Thomas LLC
California
$3.21M
EWA
170
Emergent Wealth Advisors
New York
$3.16M
HI
171
Harbour Investments
Wisconsin
$3.15M
CFMC
172
Curbstone Financial Management Corp
New Hampshire
$3.14M
KWS
173
Keystone Wealth Services
California
$3.12M
FIA
174
Foundations Investment Advisors
Arizona
$3.12M
VI
175
VanderPol Investments
Michigan
$3.1M