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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
NDSI
526
Newman Dignan & Sheerar Inc
Rhode Island
$227K
PWM
527
Parkshore Wealth Management
California
$227K
PFA
528
Professional Financial Advisors
Nebraska
$226K
VDI
529
Vaughan David Investments
Illinois
$221K
SCM
530
SCS Capital Management
Massachusetts
$216K
WF
531
Whelan Financial
California
$216K
FFM
532
Forum Financial Management
Illinois
$216K
PFS
533
Prospera Financial Services
Texas
$215K
CIA
534
Concurrent Investment Advisors
Florida
$214K
SA
535
SRH Advisors
Kansas
$213K
TCOV
536
Trust Company of Vermont
Vermont
$213K
MFP
537
Meramec Financial Planners
Missouri
$212K
PFBT
538
Parkside Financial Bank & Trust
Missouri
$207K
B
539
Bensler
Washington
$205K
EA
540
Evolution Advisers
Virginia
$205K
BCWM
541
Bartlett & Co Wealth Management
Ohio
$205K
WWM
542
Western Wealth Management
Colorado
$204K
BMCM
543
Burns Matteson Capital Management
New York
$203K
IA
544
Inspire Advisors
Idaho
$202K
AAP
545
Arax Advisory Partners
Colorado
$191K
RF
546
Rossby Financial
Florida
$171K
NCM
547
Northwest Capital Management
Oregon
$170K
IRC
548
Investors Research Corp
Georgia
$166K
VNA
549
Valley National Advisers
Pennsylvania
$161K
AWA
550
Acumen Wealth Advisors
Tennessee
$159K