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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 %
VA
176
Valmark Advisers
Ohio
$2.71M -$556K -24,006 -17%
OC
177
Oarsman Capital
Wisconsin
$2.69M -$152K -6,580 -5%
OFS
178
OneAscent Financial Services
Alabama
$2.66M -$87.5K -3,779 -3%
FW
179
FullCircle Wealth
Texas
$2.66M +$72.8K +3,143 +3%
FIA
180
Foundations Investment Advisors
Arizona
$2.66M +$192K +8,274 +8%
FD
181
Financial Designs
California
$2.61M +$44.4K +1,919 +2%
CMAI
182
Capital Management Associates Inc
Minnesota
$2.59M +$230K +9,917 +10%
AI
183
Atria Investments
North Carolina
$2.51M +$831K +35,877 +50%
FWP
184
Firethorn Wealth Partners
Georgia
$2.5M -$40.2K -1,734 -2%
CW
185
CreativeOne Wealth
Kansas
$2.48M +$258K +11,159 +12%
CHA
186
Cooper/Haims Advisors
New York
$2.46M -$613K -26,447 -20%
BBW
187
Blue Barn Wealth
Utah
$2.43M -$359K -15,522 -13%
ES
188
ETF Store
Kansas
$2.41M -$50.7K -2,189 -2%
MCA
189
Magnolia Capital Advisors
Mississippi
$2.4M
WANY
190
Wealthspire Advisors (New York)
New York
$2.39M -$47.2K -2,038 -2%
MCM
191
M1 Capital Management
Michigan
$2.38M +$270K +11,648 +13%
VIA
192
Victrix Investment Advisors
Florida
$2.37M +$2.37M +104,042 New
AA
193
Ancora Advisors
Ohio
$2.36M -$94.5K -4,080 -4%
MW
194
Maia Wealth
Colorado
$2.34M +$128K +5,589 +6%
RPGK
195
Retirement Planning Group (Kansas)
Kansas
$2.34M -$134K -5,770 -5%
CFO
196
CVA Family Office
Colorado
$2.33M +$153K +6,589 +7%
NL
197
NWAM LLC
Washington
$2.32M +$614K +26,503 +36%
CFG
198
Cooper Financial Group
California
$2.32M +$252K +10,860 +12%
VFPW
199
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.27M -$161K -6,943 -7%
OFG
200
Omega Financial Group
California
$2.27M +$5.95K +257 +0.3%