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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
BSB
201
Bangor Savings Bank
Maine
$2.26M
ZF
202
Zhang Financial
Michigan
$2.24M
SWA
203
Sightline Wealth Advisors
Connecticut
$2.22M
DWM
204
Diversify Wealth Management
Utah
$2.21M
CAPTRUST Financial Advisors
205
CAPTRUST Financial Advisors
North Carolina
$2.21M
SB
206
Strategic Blueprint
Georgia
$2.16M
RWM
207
RKL Wealth Management
Pennsylvania
$2.16M
GWP
208
Gen-Wealth Partners
Michigan
$2.07M
RFN
209
RDA Financial Network
Iowa
$2.07M
AC
210
AlphaCore Capital
California
$2.07M
AWE
211
Avidian Wealth Enterprises
Texas
$2.06M
OFS
212
Oldfather Financial Services
Nebraska
$2.06M
EFG
213
Elios Financial Group
Ohio
$2.04M
BA
214
Ballast Advisors
Minnesota
$2.04M
AWM
215
Act Wealth Management
Texas
$2.03M
TW
216
Transform Wealth
Colorado
$2.02M
OPS
217
Orion Portfolio Solutions
Nebraska
$2M
BCI
218
Brinker Capital Investments
Pennsylvania
$2M
SPI
219
Sutton Place Investors
New York
$1.99M
LIM
220
Lathrop Investment Management
Arkansas
$1.95M
BIG
221
Bush Investment Group
Georgia
$1.94M
RTL
222
Red Tortoise LLC
Georgia
$1.94M
CA
223
Calton & Associates
Florida
$1.91M
RFG
224
Range Financial Group
Oregon
$1.89M
Citadel Advisors
225
Citadel Advisors
Florida
$1.88M