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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
DCM
551
Davis Capital Management
Florida
$153K
SPIA
552
Steward Partners Investment Advisory
New York
$140K
IAIM
553
International Assets Investment Management
Florida
$136K
EK
554
Evensky & Katz
Florida
$132K
SWM
555
Spire Wealth Management
Virginia
$129K
Fifth Third Bancorp
556
Fifth Third Bancorp
Ohio
$128K
FHA
557
Flagship Harbor Advisors
Massachusetts
$124K
CTA
558
Colonial Trust Advisors
South Carolina
$122K
FRA
559
Front Row Advisors
California
$120K
CA
560
CoreCap Advisors
Michigan
$110K
OC
561
Optima Capital
Oregon
$109K
NMG
562
New Millennium Group
Utah
$109K
SC
563
Stephens Consulting
Michigan
$96.1K
OSAM
564
O'Shaughnessy Asset Management
Connecticut
$95.5K
NRC
565
New Republic Capital
North Carolina
$94.7K
TFA
566
Toth Financial Advisory
Virginia
$94.5K
GIP
567
Granite Investment Partners
California
$88.3K
RIL
568
Rothschild Investment LLC
Illinois
$86.9K
RFP
569
Root Financial Partners
California
$84.6K
BlackRock
570
BlackRock
New York
$82.1K
WOSD
571
WFA of San Diego
California
$81.6K
CIA
572
Cape Investment Advisory
Georgia
$72.1K
WETS
573
Wealth Enhancement Trust Services
South Dakota
$71.9K
Comerica Bank
574
Comerica Bank
Texas
$71.4K
QCG
575
Quadrant Capital Group
Ohio
$70.3K