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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
SFMG
276
Sage Financial Management Group
Virginia
$1.33M
SAM
277
Smartleaf Asset Management
Massachusetts
$1.33M
VWM
278
Vermillion Wealth Management
Minnesota
$1.32M
GLLW
279
Graves Light Lenhart Wealth
Virginia
$1.31M
CTC
280
Central Trust Company
Missouri
$1.31M
NL
281
NWAM LLC
Washington
$1.31M
PAG
282
Private Advisor Group
New Jersey
$1.3M
WCM
283
WealthTrak Capital Management
Virginia
$1.3M
OFS
284
OMC Financial Services
New York
$1.29M
TCM
285
Twele Capital Management
Minnesota
$1.28M
EAM
286
Empirical Asset Management
Massachusetts
$1.28M
SVWG
287
Shared Vision Wealth Group
United States
$1.27M
SWM
288
SeaCrest Wealth Management
New York
$1.26M
WAL
289
W Advisors LLC
Tennessee
$1.23M
GWM
290
GK Wealth Management
Nevada
$1.22M
BIG
291
Brookwood Investment Group
Arizona
$1.19M
MWM
292
Modera Wealth Management
New Jersey
$1.17M
LA
293
Latitude Advisors
Florida
$1.14M
AFP
294
Ausdal Financial Partners
Iowa
$1.13M
HWM
295
Hobbs Wealth Management
Indiana
$1.1M
MPIA
296
Milestones Private Investment Advisors
New York
$1.1M
IAS
297
Integrity Advisory Solutions
Texas
$1.08M
GWWM
298
Great Waters Wealth Management
Minnesota
$1.07M
BAM
299
Belpointe Asset Management
Nevada
$1.05M
FCA
300
Fortis Capital Advisors
Kansas
$1.05M