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Schwab US Aggregate Bond ETF

647 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, 284 increasing their positions, 207 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
647
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
DWP
26
Daymark Wealth Partners
Ohio
$33.7M
HGWM
27
Horst & Graben Wealth Management
Oregon
$32.5M
TCM
28
TruNorth Capital Management
Michigan
$29.7M
KL
29
KilterHowling LLC
Colorado
$29.4M
ZRP
30
Zynergy Retirement Planning
New Jersey
$29.2M
NP
31
NorthRock Partners
Minnesota
$27.7M
Bank of America
32
Bank of America
North Carolina
$27.7M
MWM
33
Modern Wealth Management
Kansas
$27.6M
MAG
34
Mokosak Advisory Group
Iowa
$26.9M
TF
35
Theory Financial
Colorado
$26.7M
PSA
36
Plum Street Advisors
Louisiana
$26.4M
APW
37
Austin Private Wealth
Texas
$26.1M
Osaic Holdings
38
Osaic Holdings
Arizona
$25.2M
AWMG
39
Alliance Wealth Management Group
New Jersey
$23.8M
TCM
40
Towercrest Capital Management
Pennsylvania
$23.8M
Morgan Stanley
41
Morgan Stanley
New York
$23.2M
Creative Planning
42
Creative Planning
Kansas
$22.3M
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$22M
TWM
44
TSA Wealth Management
Texas
$21.9M
CCWA
45
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$21.9M
VA
46
Vident Advisory
Georgia
$20.7M
AAS
47
Asset Allocation Strategies
Michigan
$20.6M
MYIA
48
Mount Yale Investment Advisors
Colorado
$20.3M
VAS
49
Vestmark Advisory Solutions
Massachusetts
$20.2M
LPL Financial
50
LPL Financial
California
$19.7M