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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
AWM
401
Axxcess Wealth Management
California
$468K
WFS
402
WealthGarden F.S.
California
$467K
HCP
403
Hardin Capital Partners
South Carolina
$465K
RGF
404
Retirement Guys Formula
Ohio
$463K
WPC
405
Wedmont Private Capital
Pennsylvania
$459K
UF
406
Univest Financial
Pennsylvania
$459K
FA
407
FDx Advisors
Illinois
$458K
FC
408
Financial Consulate
Maryland
$453K
OAP
409
One Advisory Partners
Kansas
$450K
FA
410
Faithward Advisors
Pennsylvania
$438K
SL
411
Sentinus LLC
Illinois
$438K
SWA
412
Sax Wealth Advisors
New Jersey
$432K
D
413
Dentgroup
Louisiana
$431K
FEM
414
Fulcrum Equity Management
Texas
$422K
VCM
415
Versant Capital Management
Arizona
$420K
CSPIA
416
Cary Street Partners Investment Advisory
Virginia
$416K
OCM
417
One Capital Management
California
$415K
LAIC
418
Lederer & Associates Investment Counsel
California
$414K
EFG
419
Embree Financial Group
Illinois
$412K
AWM
420
Apollon Wealth Management
South Carolina
$411K
BC
421
Bowman & Company
Wisconsin
$407K
HOWA
422
Heritage Oak Wealth Advisors
Florida
$401K
PFA
423
Pure Financial Advisors
California
$392K
MI
424
Moneywise Inc
Virginia
$390K
WIM
425
WealthPlan Investment Management
Nebraska
$385K