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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
CMP
426
Courage Miller Partners
Virginia
$385K
JF
427
Joule Financial
Kentucky
$383K
FA
428
Fermata Advisors
California
$380K
LSA
429
Lansing Street Advisors
Pennsylvania
$378K
EWM
430
Evolution Wealth Management
Florida
$372K
Royal Bank of Canada
431
Royal Bank of Canada
Ontario, Canada
$371K
CFG
432
Cooper Financial Group
California
$364K
PWG
433
Portside Wealth Group
Utah
$360K
MWP
434
Meridian Wealth Partners
Pennsylvania
$359K
SPWG
435
Syntegra Private Wealth Group
Missouri
$355K
NA
436
Note Advisors
New York
$354K
AL
437
Aspiriant LLC
California
$348K
SL
438
SWMG LLC
Texas
$344K
BRWA
439
B. Riley Wealth Advisors
Florida
$344K
FWI
440
Facet Wealth Inc
Maryland
$344K
GSEP
441
Golden State Equity Partners
California
$340K
CF
442
Centaurus Financial
California
$340K
AIMC
443
Alley Investment Management Company
Illinois
$337K
NG
444
Novem Group
New York
$336K
MHB
445
Midwest Heritage Bank
Iowa
$335K
DIS
446
Diversified Investment Strategies
Louisiana
$332K
KWM
447
Kingsview Wealth Management
Oregon
$331K
LEA
448
Legacy Edge Advisors
New York
$331K
JWBC
449
J.W. Burns & Co
New York
$327K
TIAA Trust, National Association
450
TIAA Trust, National Association
North Carolina
$327K