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Schwab US Aggregate Bond ETF

647 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, 284 increasing their positions, 207 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
647
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
MA
602
Modus Advisors
Minnesota
$17.6K
OHWP
603
Oak Harbor Wealth Partners
North Carolina
$17.3K
CI
604
Cordant Inc
Oregon
$16.9K
HWA
605
Heritage Wealth Advisors
Virginia
$16.9K
PIP
606
Peachtree Investment Partners
Florida
$15.2K
UB
607
UMB Bank
Missouri
$15.2K
WIM
608
Westside Investment Management
California
$15K
MA
609
Montag & Associates
Georgia
$13.6K
CIAS
610
Capital Investment Advisory Services
North Carolina
$13.6K
ACA
611
American Capital Advisory
Idaho
$12.9K
Bank of Montreal
612
Bank of Montreal
Ontario, Canada
$12.5K
ACM
613
Anfield Capital Management
California
$12K
Rockefeller Capital Management
614
Rockefeller Capital Management
New York
$11.8K
OAJ
615
Ogorek Anthony Joseph
New York
$11K
AA
616
Atmos Advisory
Pennsylvania
$9.09K
SC
617
SouthState Corp
Florida
$8.09K
TC
618
Trust Company
Kansas
$8.09K
S
619
Sachetta
Massachusetts
$7.76K
CVM
620
Cheviot Value Management
California
$6.73K
AIC
621
Archer Investment Corporation
Indiana
$6.46K
SA
622
Strategic Advocates
Utah
$6.28K
PCM
623
Palouse Capital Management
Washington
$6.17K
CPG
624
Cornerstone Planning Group
New Jersey
$6.03K
BBHC
625
Brown Brothers Harriman & Co
New York
$5.12K