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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
IWM
451
IHT Wealth Management
Illinois
$320K
PWA
452
Principia Wealth Advisory
Texas
$319K
AIP
453
Ameritas Investment Partners
Nebraska
$316K
AOWM
454
Asset One Wealth Management
Washington
$316K
DAS
455
Daybright Advisory Services
Florida
$316K
KWM
456
Keebeck Wealth Management
Illinois
$314K
PIFP
457
Partners in Financial Planning
Virginia
$311K
MWA
458
MN Wealth Advisors
Kansas
$309K
WFS
459
Walker Financial Services
Kentucky
$308K
LWL
460
Leo Wealth LLC
Texas
$308K
BSCCG
461
Blue Sky Capital Consultants Group
California
$303K
FMWA
462
Forvis Mazars Wealth Advisors
Missouri
$303K
TIM
463
Total Investment Management
Arizona
$303K
RW
464
Regimen Wealth
Georgia
$303K
BH
465
Burk Holdings
Oklahoma
$302K
CA
466
Clearstead Advisors
Ohio
$301K
W
467
WealthCollab
Washington
$300K
DSC
468
Daytona Street Capital
Missouri
$296K
MMA
469
Miracle Mile Advisors
California
$295K
BWM
470
BlackDiamond Wealth Management
New York
$295K
CPA
471
Cardiff Park Advisors
California
$295K
UFPG
472
United Financial Planning Group
New York
$294K
MWC
473
MKD Wealth Coaches
Michigan
$292K
FF
474
Francis Financial
$291K
FCA
475
FLC Capital Advisors
California
$289K