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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
EFM
251
Eley Financial Management
Vermont
$1.63M
PEA
252
Park Edge Advisors
Ohio
$1.62M
CAG
253
Csenge Advisory Group
Florida
$1.62M
CTWM
254
Cherry Tree Wealth Management
Minnesota
$1.61M
SPI
255
Sutton Place Investors
New York
$1.59M
MWA
256
Merkkuri Wealth Advisors
New York
$1.55M
GCM
257
Gambit Capital Management
Tennessee
$1.54M
KJWM
258
Kiley Juergens Wealth Management
Washington
$1.52M
ISFAN
259
Investor's Fiduciary Advisor Network
Washington
$1.5M
SPL
260
Smart Portfolios LLC
Washington
$1.5M
SWM
261
Stockman Wealth Management
Montana
$1.47M
CPIG
262
Chicago Partners Investment Group
Illinois
$1.44M
HWA
263
HHM Wealth Advisors
Tennessee
$1.44M
FF
264
Farnam Financial
Arizona
$1.43M
MCA
265
MSH Capital Advisors
Arizona
$1.42M
BFA
266
Beacon Financial Advisory
Ohio
$1.4M
ASN
267
Advisory Services Network
Georgia
$1.4M
CFS
268
Coordinated Financial Services
Colorado
$1.39M
RWM
269
Rialto Wealth Management
New York
$1.39M
SFA
270
Seneca Financial Advisors
New York
$1.39M
SWM
271
Sculati Wealth Management
Michigan
$1.38M
AW
272
Avion Wealth
Texas
$1.38M
CMAI
273
Capital Management Associates Inc
Minnesota
$1.38M
HWM
274
HB Wealth Management
Georgia
$1.34M
HFO
275
Heritage Family Offices
Arizona
$1.34M