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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
HW
501
HORAN Wealth
Ohio
$257K
PCS
502
Private Client Services
Kentucky
$256K
WS
503
Wedbush Securities
California
$256K
IFA
504
Index Fund Advisors
California
$256K
CTA
505
Chesley Taft & Associates
Illinois
$254K
Vanguard Group
506
Vanguard Group
Pennsylvania
$254K
OPWM
507
Oregon Pacific Wealth Management
Oregon
$252K
GG
508
Gleason Group
Kentucky
$251K
MFG
509
Magnus Financial Group
New York
$250K
OWM
510
Opes Wealth Management
California
$249K
GI
511
GS Investments
Minnesota
$248K
PI
512
PFG Investments
New York
$248K
AWA
513
Acorn Wealth Advisors
Michigan
$247K
SWP
514
Stratos Wealth Partners
Ohio
$247K
PA
515
Pinnacle Associates
New York
$245K
QCMNJ
516
Quantum Capital Management (New Jersey)
New Jersey
$244K
PWMG
517
Prestige Wealth Management Group
New Jersey
$240K
CFS
518
Cannon Financial Strategists
Georgia
$237K
MMCM
519
Murphy & Mullick Capital Management
New York
$236K
AI
520
Atria Investments
North Carolina
$236K
FCIM
521
Fairview Capital Investment Management
California
$236K
AF
522
Advisornet Financial
Minnesota
$235K
GC
523
GatePass Capital
Ohio
$234K
CWMK
524
Caliber Wealth Management (Kansas)
Kansas
$232K
MCM
525
MidAtlantic Capital Management
Virginia
$231K