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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
MHR
601
Matthew Hamilton Rosenberg
$21.7K
SIS
602
Strategic Investment Solutions
Illinois
$20.7K
MA
603
Modus Advisors
Minnesota
$17.6K
OHWP
604
Oak Harbor Wealth Partners
North Carolina
$17.3K
CI
605
Cordant Inc
Oregon
$16.9K
HWA
606
Heritage Wealth Advisors
Virginia
$16.9K
PIP
607
Peachtree Investment Partners
Florida
$15.2K
UB
608
UMB Bank
Missouri
$15.2K
WIM
609
Westside Investment Management
California
$15K
MA
610
Montag & Associates
Georgia
$13.6K
CIAS
611
Capital Investment Advisory Services
North Carolina
$13.6K
ACA
612
American Capital Advisory
Idaho
$12.9K
Bank of Montreal
613
Bank of Montreal
Ontario, Canada
$12.5K
ACM
614
Anfield Capital Management
California
$12K
Rockefeller Capital Management
615
Rockefeller Capital Management
New York
$11.8K
OAJ
616
Ogorek Anthony Joseph
New York
$11K
AA
617
Atmos Advisory
Pennsylvania
$9.09K
SC
618
SouthState Corp
Florida
$8.09K
TC
619
Trust Company
Kansas
$8.09K
S
620
Sachetta
Massachusetts
$7.76K
CVM
621
Cheviot Value Management
California
$6.73K
AIC
622
Archer Investment Corporation
Indiana
$6.46K
SA
623
Strategic Advocates
Utah
$6.28K
PCM
624
Palouse Capital Management
Washington
$6.17K
CPG
625
Cornerstone Planning Group
New Jersey
$6.03K