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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
CFG
476
Chapman Financial Group
Hawaii
$288K
CCM
477
Coldstream Capital Management
Washington
$286K
AA
478
Alesco Advisors
New York
$285K
WIA
479
World Investment Advisors
California
$284K
TWA
480
Talisman Wealth Advisors
New Jersey
$279K
LAM
481
Lewis Asset Management
California
$276K
JESC
482
J.E. Simmons & Co
Texas
$276K
PSCM
483
Per Stirling Capital Management
Texas
$276K
EFG
484
Ethos Financial Group
Pennsylvania
$276K
DAS
485
Dynamic Advisor Solutions
Arizona
$276K
NFC
486
Northstar Financial Companies
Pennsylvania
$275K
MWM
487
M3 Wealth Management
Ohio
$275K
P
488
&Partners
Tennessee
$275K
OP
489
ORG Partners
Indiana
$275K
TPWA
490
Twin Peaks Wealth Advisors
California
$274K
CIP
491
Capital Insight Partners
Arizona
$272K
GWM
492
GSB Wealth Management
Connecticut
$271K
WC
493
Waterloo Capital
Texas
$270K
AIA
494
Accelerate Investment Advisors
California
$270K
WA
495
Wealth Alliance
New York
$269K
HSA
496
HBK Sorce Advisory
Pennsylvania
$268K
AFS
497
Access Financial Services
Minnesota
$267K
Wells Fargo
498
Wells Fargo
California
$262K
MWM
499
Meridian Wealth Management
Kentucky
$259K
ACA
500
Aptus Capital Advisors
Alabama
$258K