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Schwab US Aggregate Bond ETF

648 hedge funds and large institutions have $4.28B invested in Schwab US Aggregate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 285 increasing their positions, 207 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
56
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
VCP
226
Verus Capital Partners
Arizona
$2.1M
AWE
227
Avidian Wealth Enterprises
Texas
$2.06M
SWA
228
Sightline Wealth Advisors
Connecticut
$2.03M
BL
229
BCWM LLC
Kansas
$2.03M
Natixis Advisors
230
Natixis Advisors
Massachusetts
$2.02M
SIM
231
Sterling Investment Management
Arizona
$2.01M
RPGK
232
Retirement Planning Group (Kansas)
Kansas
$1.99M
FWP
233
Firethorn Wealth Partners
Georgia
$1.99M
AA
234
Ancora Advisors
Ohio
$1.99M
DCM
235
Dorato Capital Management
Colorado
$1.97M
AWA
236
Alaska Wealth Advisors
Alaska
$1.96M
WANY
237
Wealthspire Advisors (New York)
New York
$1.91M
MCA
238
Midwest Capital Advisors
Michigan
$1.88M
BWM
239
Blossom Wealth Management
California
$1.88M
KF
240
K2 Financial
California
$1.83M
AWC
241
Adamsbrown Wealth Consultants
Kansas
$1.8M
NB
242
NBT Bank
New York
$1.8M
PMG
243
ProVise Management Group
Florida
$1.8M
IA
244
IFG Advisory
Georgia
$1.76M
KAS
245
Kestra Advisory Services
Texas
$1.75M
WA
246
WBH Advisory
Maryland
$1.7M
AWM
247
Act Wealth Management
Texas
$1.66M
PAG
248
Powers Advisory Group
Illinois
$1.65M
LPAM
249
Lodestar Private Asset Management
California
$1.64M
CAPTRUST Financial Advisors
250
CAPTRUST Financial Advisors
North Carolina
$1.64M