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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
VA
176
Valmark Advisers
Ohio
$2.71M
OC
177
Oarsman Capital
Wisconsin
$2.69M
OFS
178
OneAscent Financial Services
Alabama
$2.66M
FW
179
FullCircle Wealth
Texas
$2.66M
FIA
180
Foundations Investment Advisors
Arizona
$2.66M
FD
181
Financial Designs
California
$2.61M
CMAI
182
Capital Management Associates Inc
Minnesota
$2.59M
AI
183
Atria Investments
North Carolina
$2.51M
FWP
184
Firethorn Wealth Partners
Georgia
$2.5M
CW
185
CreativeOne Wealth
Kansas
$2.48M
CHA
186
Cooper/Haims Advisors
New York
$2.46M
BBW
187
Blue Barn Wealth
Utah
$2.43M
ES
188
ETF Store
Kansas
$2.41M
MCA
189
Magnolia Capital Advisors
Mississippi
$2.4M
WANY
190
Wealthspire Advisors (New York)
New York
$2.39M
MCM
191
M1 Capital Management
Michigan
$2.38M
VIA
192
Victrix Investment Advisors
Florida
$2.37M
AA
193
Ancora Advisors
Ohio
$2.36M
MW
194
Maia Wealth
Colorado
$2.34M
RPGK
195
Retirement Planning Group (Kansas)
Kansas
$2.34M
CFO
196
CVA Family Office
Colorado
$2.33M
NL
197
NWAM LLC
Washington
$2.32M
CFG
198
Cooper Financial Group
California
$2.32M
VFPW
199
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.27M
OFG
200
Omega Financial Group
California
$2.27M